FAIS-Compliant Branch Advisor — Customer-Centric Banking

RMB; Randburg; On-site; ZAR 180,000 - 260,000; Full time

Job summary

FNB in Randburg seeks a Branch Advisor to deliver compliant, professional financial guidance in a high-volume branch. You will help walk-in and existing clients, understand their needs, and offer suitable solutions while maintaining thorough client records.

The role focuses on FAIS and TCF compliance, building long-term relationships and meeting sales/service targets, with a strong emphasis on ethical advice and customer care.

Qualifications

• Minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS-recognised fields.
• 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

• Provide compliant, professional financial advice in a high-volume branch environment.
• Walk-in and existing clients; understand needs and offer appropriate solutions.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.

Skills

Communication skills

Client focus

Persuasive selling

Attention to detail

Teamwork

Education

NQF Level 5 Banking certificate

Job description

FNB in Randburg seeks a Branch Advisor to deliver compliant, professional financial guidance in a high-volume branch. You will help walk-in and existing clients, understand their needs, and offer suitable solutions while maintaining thorough client records.

The role focuses on FAIS and TCF compliance, building long-term relationships and meeting sales/service targets, with a strong emphasis on ethical advice and customer care.