Branch Advisor FAIS – Grow Client Relationships

Wesbank; Johannesburg; Vor Ort; ZAR 180.000 - 240.000; Vollzeit

Zusammenfassung

FNB Points of Presence (POP) in Johannesburg seeks a Branch Advisor to deliver compliant financial advice in a busy branch. You will engage with walk-in clients, assess needs, and provide suitable product solutions in line with FAIS and TCF requirements.

The role emphasizes relationship management, accurate documentation, and achievement of sales/service targets within a supportive team environment.

Qualifikationen

• Minimum qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognised by FAIS.
• 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services.

Aufgaben

• Provide compliant, professional financial advice.
• Walk-in and existing clients in a high-volume service branch environment.
• Understand client financial needs and offer appropriate product solutions.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Comply with FAIS, FICA, and TCF requirements.

Kenntnisse

Client-focused

Strong communication

Persuasive selling skills

Agile and Flexible

Attention to detail

Results-driven

Ausbildung

NQF 5 Certificate in Banking/Business Admin/Customer Service

Jobbeschreibung

FNB Points of Presence (POP) in Johannesburg seeks a Branch Advisor to deliver compliant financial advice in a busy branch. You will engage with walk-in clients, assess needs, and provide suitable product solutions in line with FAIS and TCF requirements.

The role emphasizes relationship management, accurate documentation, and achievement of sales/service targets within a supportive team environment.