Branch Advisor (FAIS) – Customer-Focused Banking Role

About the role

As a Branch Advisor you will deliver a positive customer experience by providing compliant, professional financial advice and guiding clients to the appropriate banking channels. You will work in a high‑volume branch environment, supporting existing clients and helping new customers meet their financial needs.

Key responsibilities

• Provide compliant financial advice in line with FAIS, FICA and Treating Customers Fairly principles.
• Understand client financial needs and recommend suitable product solutions.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Educate customers on the correct eChannels and self‑service platforms.
• Manage leads, referrals and client follow‑ups within agreed turnaround times.
• Analyze customer data to offer tailored financial solutions.
• Ensure ethical conduct and accountability for personal performance.

Required profile

• Minimum Grade 12 / NQF Level 4; preferred NQF Level 5 Certificate in Banking, Business Administration or Customer Service.
• 1–3 years experience in customer‑facing financial services or similar environments.
• Strong understanding of FAIS, TCF and client‑centric advice principles.
• Proven ability to meet sales, service and compliance targets.
• Client‑focused attitude with high compliance awareness.

What we offer

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