FAIS Branch Advisor - Build Relationships & Financial Solutions

RMB Nigeria Limited; Villiersdorp; On-site; ZAR 180,000 - 260,000; Full time

Job summary

FNB POP Branch Advisor in Villiersdorp is seeking an enthusiastic professional to deliver compliant financial advice in a high-volume branch. You will educate customers on banking channels, manage client relationships, and contribute to branch targets while maintaining accurate records.

The role emphasizes FAIS and TCF compliance, ethical conduct, and ongoing personal development within a dynamic banking environment.

Qualifications

• Strong understanding of FAIS, TCF, and client-centric advice principles.
• Ability to meet sales, service, and compliance targets.
• Proven experience in customer-facing environments within financial services.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by understanding transactional needs and educating customers on channels.
• Analyze client data to provide appropriate financial advice and solutions.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Operate with ethical standards and maintain regulatory compliance.

Skills

FAIS knowledge

TCF principles

Client-centric advice

Sales targets

Compliance

Education

Grade 12 / NQF 4

NQF5 Banking/Business Admin

Tools

CRM systems

Job description

FNB POP Branch Advisor in Villiersdorp is seeking an enthusiastic professional to deliver compliant financial advice in a high-volume branch. You will educate customers on banking channels, manage client relationships, and contribute to branch targets while maintaining accurate records.

The role emphasizes FAIS and TCF compliance, ethical conduct, and ongoing personal development within a dynamic banking environment.