FAIS Branch Advisor — Build Client Relationships

RMB Nigeria Limited

Soweto

On-site

ZAR 45,000 - 62,000

Full time

8 days ago
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Job summary

FNB Soweto is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume service branch. You will assist walk-in clients with transactions and educate them on the appropriate channels while upholding policy and process.

You will build lasting client relationships, meet sales targets, and ensure accurate records in line with FAIS, FICA and TCF. The role rewards initiative, teamwork and strong communication in a dynamic bank environment.

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.
  • Proven ability to meet sales, service, and compliance targets.

Responsibilities

  • Build and manage long-term client relationships to support retention and growth.
  • Provide compliant, professional financial advice to walk-in and existing clients in a high-volume service branch.
  • Educate customers to the correct banking channels and ensure accurate client records.
  • Achieve individual and branch sales and service targets while maintaining high compliance.

Skills

Client-focused
Persuasive selling
Communication skills
Planning & organization
Independence & teamwork

Education

NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields

Job description

FNB Soweto is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume service branch. You will assist walk-in clients with transactions and educate them on the appropriate channels while upholding policy and process.

You will build lasting client relationships, meet sales targets, and ensure accurate records in line with FAIS, FICA and TCF. The role rewards initiative, teamwork and strong communication in a dynamic bank environment.

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