Branch Financial Solutions Advisor

RMB Nigeria Limited; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

FNB Points of Presence in Cape Town seeks a Branch External Sales and Service Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build relationships, understand client needs, and offer suitable product solutions while adhering to FAIS, FICA and TCF requirements.

This role focuses on customer service excellence, target achievement, and accurate records management, with opportunities for personal and professional growth within a dynamic team and in a

Qualifications

• Minimum Grade 12 / NQF 4 with FAIS and TCF awareness.
• Prefer NQF Level 5 certificate in Banking or related field.
• 1–3 years in customer-facing environments within financial services.
• Strong sales, service and compliance targets capability.

Responsibilities

• Build and manage long-term client relationships.
• Provide compliant financial advice in a high-volume branch.
• Educate customers on banking platforms and products.
• Maintain accurate client records and meet targets.
• Proactively manage leads and follow-ups.

Skills

FAIS knowledge

TCF knowledge

Customer-focused advice

Sales targets

Compliance awareness

Interpersonal skills

Education

Grade 12 / NQF 4

NQF5 Banking/Business Admin/Customer Service

Job description

FNB Points of Presence in Cape Town seeks a Branch External Sales and Service Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build relationships, understand client needs, and offer suitable product solutions while adhering to FAIS, FICA and TCF requirements.

This role focuses on customer service excellence, target achievement, and accurate records management, with opportunities for personal and professional growth within a dynamic team and in a