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.
As a Branch Advisor, you will be responsible for providing compliant, professional financial advice and to walk in and existing clients within a high-volume service branch environment. The role focuses on understanding client financial needs, offering appropriate product solutions, and ensuring ongoing client relationship management in line with FAIS, FICA legislation and 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 and provide appropriate financial advice and solutions aligned to client financial 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.
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: 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 customerÃÂâÃÂÃÂÃÂÃÂfacing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the 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 communication and interpersonal skills
Results-driven with strong planning and organization skills
Attention to detail and high compliance awareness
End Date: April 30, 2026