Client-Focused Branch Advisor (FAIS) — Growth & Compliance

Wesbank; Estcourt; On-site; ZAR 551,000 - 660,000; Full time

Job summary

First National Bank (FNB) Estcourt is seeking a Branch Advisor to deliver compliant financial guidance in a busy branch. You will educate customers on suitable channels and banking platforms while building lasting relationships and meeting service targets.

Role requires FAIS/TCA compliance awareness, strong communication, and a client-centric approach. This full-time position emphasizes ethical advisory practices and ongoing professional growth within the bank's POP network.

Qualifications

• Minimum qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service or related fields recognised by FAIS.
• 1–3 years of experience in customer-facing environments within financial services.
• Strong understanding of FAIS, TCF and client-centric advice principles.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch environment.
• Build and manage long-term client relationships to support retention and growth.
• Achieve individual and branch sales and service targets while maintaining ethics and compliance.
• Maintain accurate client records and documentation; manage leads and follow-ups.

Skills

FAIS knowledge

TCF adherence

Client-centric advice

Sales targets

Compliance

Education

NQF 5 Banking certificate

Job description

First National Bank (FNB) Estcourt is seeking a Branch Advisor to deliver compliant financial guidance in a busy branch. You will educate customers on suitable channels and banking platforms while building lasting relationships and meeting service targets.

Role requires FAIS/TCA compliance awareness, strong communication, and a client-centric approach. This full-time position emphasizes ethical advisory practices and ongoing professional growth within the bank's POP network.