Client-Focused Banking Advisor

FNB South Africa

Bloemfontein

On-site

ZAR 180,000 - 240,000

Full time

3 days ago
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Job summary

FNB South Africa is looking for a Branch Advisor to support customers in a high-volume Bloemfontein environment. You will deliver compliant financial guidance, grow client relationships, and ensure service excellence in line with FAIS, FICA, TCF and governance standards.

The role emphasizes customer focus, problem solving, and a proactive sales mindset as part of a diverse team within FirstRand Group's branch network. Opportunities for growth and local market impact are highlighted.

Qualifications

  • Minimum qualification: Grade 12 / NQF Level 4.
  • Preferred 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 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?'
  • Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with 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 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

FAIS knowledge
TCF knowledge
Sales targets
Customer service

Education

Grade 12 / NQF Level 4
NQF Level 5 Banking/Business Admin/Customer Service (FAIS)

Job description

FNB South Africa is looking for a Branch Advisor to support customers in a high-volume Bloemfontein environment. You will deliver compliant financial guidance, grow client relationships, and ensure service excellence in line with FAIS, FICA, TCF and governance standards.

The role emphasizes customer focus, problem solving, and a proactive sales mindset as part of a diverse team within FirstRand Group's branch network. Opportunities for growth and local market impact are highlighted.

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