FAIS Branch Advisor: Client-First Banking Expert

RMB Nigeria Limited

Noord-Kaap

On-site

ZAR 180,000 - 240,000

Full time

2 days ago
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Job summary

FNB Kimberley is seeking a Branch Advisor to provide compliant, professional financial advice in a high-volume branch. You will focus on understanding client needs, offering suitable product solutions, and building lasting relationships in line with FAIS and TCF.

The role demands strong communication, ethical advisory approach, sales and service targets, and the ability to work independently or as part of a team. Training and opportunities for growth are provided within FirstRand's POP network.

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.

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 correct Banking platform aligned with their needs.
  • Maintain accurate and complete client records and documentation.
  • Achieve individual and branch sales and service targets.
  • Take accountability for your own performance and career development.

Skills

Strong communication
Persuasive selling
Agile and flexible
Client-focused
Compliance awareness
Independent and team work

Education

NQF Level 5 FAIS Certificate

Job description

FNB Kimberley is seeking a Branch Advisor to provide compliant, professional financial advice in a high-volume branch. You will focus on understanding client needs, offering suitable product solutions, and building lasting relationships in line with FAIS and TCF.

The role demands strong communication, ethical advisory approach, sales and service targets, and the ability to work independently or as part of a team. Training and opportunities for growth are provided within FirstRand's POP network.

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