Branch Delivery & Customer Success Advisor

RMB; Noord-Kaap; On-site; ZAR 300,000 - 420,000; Full time

Job summary

FNB Points of Presence (POP) seeks a Branch Delivery Support Advisor to deliver compliant financial advice in a high-volume branch. You will engage existing clients, understand their financial needs, and promote suitable product solutions while adhering to FAIS, FICA and TCF requirements.

You will manage client relationships, capture qualified leads in the CRM, and provide sales reporting. A Grade 12/NQF4 with 1–3 years in customer-facing financial services is preferred, along with strong

Qualifications

• Minimum Grade 12 / NQF4 requirement.
• 1–3 years in customer-facing environments within financial services.
• Solid understanding of FAIS, TCF, and client-centric advice.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch.
• Build and sustain strong client relationships at the point of sale.
• Cross-sell appropriate product solutions while achieving targets.
• Capture qualified leads in the CRM and deliver sales reporting.
• Maintain high standards of service and regulatory compliance.

Skills

Client focus

Sales targets

Communication

Teamwork

Compliance

Ethical conduct

Education

Grade 12 / NQF4

NQF5 Banking/Business Admin

RE Level 5 (preferred)

Tools

CRM systems

Job description

FNB Points of Presence (POP) seeks a Branch Delivery Support Advisor to deliver compliant financial advice in a high-volume branch. You will engage existing clients, understand their financial needs, and promote suitable product solutions while adhering to FAIS, FICA and TCF requirements.

You will manage client relationships, capture qualified leads in the CRM, and provide sales reporting. A Grade 12/NQF4 with 1–3 years in customer-facing financial services is preferred, along with strong