Client-Focused Branch Banking Advisor

Wesbank; Vryheid; On-site; ZAR 509,000 - 690,000; Full time

Job summary

FNB POP Branch in Vryheid seeks a Branch Advisor to deliver compliant financial guidance in a busy environment. You will educate clients on channels, build relationships, and manage records in line with FAIS and TCF standards.

You will drive client satisfaction, contribute to sales targets, handle leads, and stay updated on product knowledge while upholding ethical standards within a collaborative team.

Qualifications

• 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 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 Banking platform aligned with their needs.
• Connect with customers by living the Brand Promise: "how can we help you?"
• Analyze customer data and provide appropriate financial advice and solutions aligned to client goals and FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.

Skills

Client relationships

Sales targets

Communication skills

Interpersonal skills

Problem solving

Education

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

Job description

FNB POP Branch in Vryheid seeks a Branch Advisor to deliver compliant financial guidance in a busy environment. You will educate clients on channels, build relationships, and manage records in line with FAIS and TCF standards.

You will drive client satisfaction, contribute to sales targets, handle leads, and stay updated on product knowledge while upholding ethical standards within a collaborative team.