FAIS Branch Advisor — Build Trusted Client Relationships

RMB; Villiersdorp; On-site; ZAR 180,000 - 280,000; Full time

Job summary

First National Bank (FNB) in Villiersdorp seeks a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You’ll help clients navigate FAIS and FICA requirements while promoting suitable banking solutions and maintaining accurate records.

You will build lasting client relationships, achieve sales and service targets, and educate customers on the right banking channels. The role requires strong communication, ethical advisory, and teamwork in a dynamic

Qualifications

• Minimum qualification: Grade 12/NQF Level 4.
• Preferred 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 targets and compliance goals.

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 and expectations.
• Educate customers to the correct Banking platform aligned with their needs.
• Analyze customer data to provide appropriate financial advice and solutions aligned to client goals and in accordance with FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct yourself in an ethical manner and take accountability for your performance and development.
• Show empathy to customers and stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.

Skills

Client focus

Ethical advisory

Persuasive selling

Strong communication

Planning & organization

Compliance awareness

Independence & teamwork

Education

Grade 12 / NQF4

NQF5 Banking / related

Customer Service related certificate

Job description

First National Bank (FNB) in Villiersdorp seeks a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You’ll help clients navigate FAIS and FICA requirements while promoting suitable banking solutions and maintaining accurate records.

You will build lasting client relationships, achieve sales and service targets, and educate customers on the right banking channels. The role requires strong communication, ethical advisory, and teamwork in a dynamic