FAIS Branch Advisor - Customer-Centric Banking

Wesbank

Villiersdorp

On-site

ZAR 180,000 - 240,000

Full time

5 days ago
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Benefits offered by this job

Personal and professional growth
Impact on local market
Brand ambassador role

Job summary

FNB is recruiting a Branch Advisor to deliver compliant financial guidance in a high-volume POP branch. You will educate customers on banking channels, build lasting client relationships, and ensure accurate records while meeting sales and service targets.

The role requires FAIS and TCF knowledge, good communication, and the ability to work ethically in a customer-focused environment. Join a team focused on growth and exceptional service.

Qualifications

  • Minimum qualification: Grade 12/NQF 4.
  • 1-3 years in customer-facing environments within financial services.
  • Strong understanding of FAIS, TCF and client-centric advice principles.
  • Proven ability to meet sales, service and compliance targets.

Responsibilities

  • Provide compliant, professional financial advice to clients.
  • Walk-in and existing clients in a high-volume branch environment.
  • Educate customers on the correct banking channels (eChannels and Self Service).
  • Maintain accurate client records and documentation.
  • Achieve individual and branch sales and service targets.
  • Stay updated on industry trends and product knowledge.

Skills

FAIS compliance
TCF principles
Sales targets
Customer service
Relationship management
Communication skills

Education

Grade 12 / NQF 4
NQF5 Banking Certificate

Job description

FNB is recruiting a Branch Advisor to deliver compliant financial guidance in a high-volume POP branch. You will educate customers on banking channels, build lasting client relationships, and ensure accurate records while meeting sales and service targets.

The role requires FAIS and TCF knowledge, good communication, and the ability to work ethically in a customer-focused environment. Join a team focused on growth and exceptional service.

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