Branch Advisor FAIS
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
Hello Future Branch Advisor
Welcome to FNB , the home of the #changeables. We strive to be a trusted partner helping to create a better world by providing innovative, contextual, and integrated financial solutions.
As part of our team inFNB Points of Presence (POP), you will be surrounded by unique talents, and an inclusive environment which value our differences and that lives up to the promise of being deeply invested.
As a Branch Advisor , you willbe responsible forproviding compliant, professional financial advice andto walkin and existing clients within a high-volume service branch environment. The role focuses on understanding client financial needs, offeringappropriate productsolutions, and ensuring ongoing client relationship management in line with FAIS, FICAlegislationand Treating Customers Fairly (TCF) principles and FNB governance.
Now’s the time to imagine your potential in a team where you can become the best version of yourself.
Are you someone who can:
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.
Connect with our customers by living up to our brand promise of “how can we help you?”at all times.
Analyze customer data andprovideappropriate financial advice and solutions aligned to client financial goals andin accordance withFAIS requirements
Maintainaccurateand complete client records and documentation
Achieve individual and branch sales and service targets
Conduct yourself in an ethical manner.
Take accountability for your own performance, personal and career development.
Show empathy to customers.
Stay updated on industry trends and product knowledge.
Manage leads, referrals, and client follow-ups within agreed turnaround times
Qualification & Experience Requirement
- minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration,
Customer Service, or related fields recognized by FAIS - 1–3 years of experience incustomer‑facingenvironments, service delivery, or client support within financial services
You will be an ideal candidate if youpossessthe following:
Strong understanding of FAIS, TCF, and client-centric advice principles
Proven ability to meet sales, service, and compliance targets
You will have access to:
Opportunities to build relationships as part of a dynamic team.
A challenging working environment
Personal and professional growth
Opportunities to have an impact on a local market as a brand ambassador.
You can be a match if you are:
Client-focused and have an ethical approach to advice
Enjoy solving problems.
Persuasive selling skills
Agile and Flexible
Strong communicationand interpersonal skills
Results-driven with strong planning and organization skills
Attention to detail and high compliance awareness
Ability to work independently and within a team
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities.In order forus to fulfill this purpose, candidates candisclosetheir disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law todisclosethis information to other parties.
Important Closing Date Note
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
25/09/26
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
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