Branch Advisor FAIS — Grow Client Relationships & Financial Solutions

Wesbank

Springs

On-site

ZAR 180,000 - 240,000

Full time

6 days ago

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Job summary

FNB Points of Presence (POP) is seeking a Branch Advisor to deliver compliant financial guidance in a high-volume branch. You will build enduring client relationships, educate customers on banking channels, and ensure accurate records while meeting sales and service targets.

The role emphasizes ethics and regulatory compliance under FAIS and TCF frameworks, with opportunities for growth. The position requires a 1–3 year track record in financial services, a NQF Level 5 certificate, and the

Qualifications

Minimum FAIS and TCF understanding required.
1–3 years in client-facing financial services roles.
Strong ethics and compliance mindset.

Responsibilities

Build and manage long-term client relationships to support retention and growth.
Provide a positive customer experience by addressing transactional needs.
Educate customers to the correct Banking platform aligned with their needs.
Analyze customer data and offer compliant financial advice.
Maintain accurate client records and documentation.
Achieve individual and branch sales and service targets.
Conduct yourself ethically and take accountability for performance.
Stay updated on industry trends and product knowledge.
Manage leads, referrals, and client follow-ups within agreed timelines.