Branch Advisor (FAIS) – Customer Financial Services

About the role

As a Branch Advisor you will deliver professional, compliant financial advice to walk‑in and existing clients in a high‑volume branch environment. You will help customers meet their transactional needs, guide them to the appropriate digital channels and ensure a positive experience aligned with FAIS, FICA and Treating Customers Fairly principles.

Key responsibilities

• Build and manage long‑term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and sensitive to transactional needs.
• Educate customers on the correct banking platforms and self‑service channels.
• Analyze customer data and recommend appropriate financial solutions in line with FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct yourself ethically and take accountability for personal performance.
• Manage leads, referrals and client follow‑ups within agreed turnaround times.

Required profile

• Minimum NQF Level 5 Certificate in Banking, Business Administration, Customer Service or related field recognized by FAIS.
• 1–3 years experience in customer‑facing, service delivery or client support within financial services.
• Strong understanding of FAIS, TCF and client‑centric advice principles.
• Proven ability to meet sales, service and compliance targets.
• Client‑focused, ethical approach to advice and strong communication skills.
• Persuasive selling ability, agile and flexible mindset.
• Attention to detail with high compliance awareness.
• Ability to work independently and as part of a team.

What we offer

• Opportunities to build relationships as part of a dynamic team.
• A challenging working environment with personal and professional growth.
• Impact on the local market as a brand ambassador.