Branch Banking Advisor: Elevate Client Relationships

Fnbnamibia

Vryheid

On-site

ZAR 545,000 - 653,000

Full time

9 days ago

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Job summary

FNB Points of Presence (POP) in Vryheid is hiring a Branch Advisor to provide compliant, professional financial advice in a high-volume branch. You will help walk-in clients, assess their financial needs, and offer suitable product solutions while maintaining client relationships.

The role emphasizes FAIS and TCF compliance, treat customers fairly, and ethical conduct. You will build relationships, manage leads, and contribute to branch targets within a dynamic team setting.

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.
  • Strong understanding of FAIS, TCF, and client-centric advice principles.

Responsibilities

  • Build and manage long-term client relationships to support retention and growth.
  • Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
  • Educate customers to the correct Banking platform aligned with their needs.
  • Connect with customers by living up to the brand promise of “how can we help you?” at all times.
  • Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and FAIS requirements.
  • Maintain accurate and complete client records and documentation.
  • Achieve individual and branch sales and service targets.
  • Conduct yourself in an ethical manner.
  • Take accountability for your own performance and development.
  • Show empathy to customers.
  • Stay updated on industry trends and product knowledge.
  • Manage leads, referrals, and client follow-ups within agreed turnaround times.

Skills

Customer service
Sales targets
Communication skills
Ethical advisory
FAIS knowledge
Teamwork

Education

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

Job description

FNB Points of Presence (POP) in Vryheid is hiring a Branch Advisor to provide compliant, professional financial advice in a high-volume branch. You will help walk-in clients, assess their financial needs, and offer suitable product solutions while maintaining client relationships.

The role emphasizes FAIS and TCF compliance, treat customers fairly, and ethical conduct. You will build relationships, manage leads, and contribute to branch targets within a dynamic team setting.

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