FAIS Branch Advisor: Build Trusted Client Relationships

Wesbank; Swellendam; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FNB in Swellendam seeks a Branch Advisor to deliver compliant financial guidance in a busy POP branch. You will educate customers on suitable banking journeys, aim to grow client relationships, and contribute to branch targets while maintaining accurate records.

The role requires FAIS-aligned knowledge, 1–3 years in client-facing financial services, and strong communication. A customer-first mindset and ethical practice are essential for success at FNB POP.

Qualifications

• Minimum qualification is NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS-recognised fields.
• 1-3 years of experience in customer-facing environments within financial services.
• Strong FAIS, TCF understanding 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 in a high-volume branch.
• Educate customers to the correct Banking platform aligned with their needs.
• Achieve individual and branch sales and service targets.
• Maintain accurate client records and documentation.

Skills

FAIS knowledge

TCF knowledge

Client-centric advice

Sales targets

Communication skills

Teamwork

Attention to detail

Education

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

Job description

FNB in Swellendam seeks a Branch Advisor to deliver compliant financial guidance in a busy POP branch. You will educate customers on suitable banking journeys, aim to grow client relationships, and contribute to branch targets while maintaining accurate records.

The role requires FAIS-aligned knowledge, 1–3 years in client-facing financial services, and strong communication. A customer-first mindset and ethical practice are essential for success at FNB POP.