Branch FAIS Advisor - Trusted Financial Guidance

Wesbank; Roodepoort; On-site; ZAR 580,000 - 636,000; Full time

Job summary

FNB is seeking a Branch Advisor in Roodepoort to deliver compliant, professional financial advice in a high-volume branch. You will build lasting client relationships, educate customers on banking solutions, and manage records to meet FAIS and TCf standards while achieving sales and service targets.

Requirements include a FAIS-compliant attitude, 1–3 years of customer-facing experience, and an NQF Level 5 Certificate.

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.
• Educate customers to the correct Banking platform aligned with their needs.
• Analyze client 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 and take accountability for performance and development.
• Stay updated on industry trends and product knowledge; manage leads and referrals within agreed timelines.

Skills

FAIS knowledge

TCF compliance

Client-facing experience

Sales targets

Relationship building

Communication skills

Interpersonal skills

Education

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

Job description

FNB is seeking a Branch Advisor in Roodepoort to deliver compliant, professional financial advice in a high-volume branch. You will build lasting client relationships, educate customers on banking solutions, and manage records to meet FAIS and TCf standards while achieving sales and service targets.

Requirements include a FAIS-compliant attitude, 1–3 years of customer-facing experience, and an NQF Level 5 Certificate.