Branch Advisor | Grow Client Relationships & Solutions

Wesbank; Pretoria; On-site; ZAR 580,000 - 614,000; Full time

Job summary

FNB POP Pretoria is seeking a Branch Advisor to deliver compliant financial guidance in a busy branch. You will focus on understanding client needs, offering suitable product solutions, and managing ongoing relationships while adhering to FAIS and TCF standards.

The role emphasizes selling service targets, integrity, and strong communication as you work in a high-volume banking hub. Training and growth opportunities are highlighted within a supportive team.

Qualifications

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

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant, professional financial advice in a high-volume branch environment.
• Educate customers to the correct Banking platform aligned with their needs.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.
• Maintain accurate and complete client records and documentation.

Skills

Client-focused

Sales targets

Communication skills

Ethical advice

FAIS awareness

Education

NQF Level 5 Certificate in Banking/Business Admin/Customer Service

Job description

FNB POP Pretoria is seeking a Branch Advisor to deliver compliant financial guidance in a busy branch. You will focus on understanding client needs, offering suitable product solutions, and managing ongoing relationships while adhering to FAIS and TCF standards.

The role emphasizes selling service targets, integrity, and strong communication as you work in a high-volume banking hub. Training and growth opportunities are highlighted within a supportive team.