Branch Advisor – FAIS (Financial Services)

About the role

As a Branch Advisor you will deliver a positive customer experience in a high‑volume FNB branch, providing compliant financial advice and guiding clients to the appropriate banking channels. You will work closely with clients to understand their financial needs and ensure adherence to FAIS, FICA and Treating Customers Fairly principles.

Key responsibilities

• Provide helpful, sensitive service and educate customers on e‑channels and self‑service options.
• Analyse client data to recommend suitable financial products in line with FAIS requirements.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Manage leads, referrals and follow‑ups within agreed turnaround times.
• Build and maintain long‑term client relationships to support retention and growth.

Required profile

• Minimum NQF Level 5 Certificate in Banking, Business Administration, Customer Service or a related field recognised by FAIS.
• 1–3 years experience in customer‑facing roles within financial services.
• Strong understanding of FAIS, TCF and client‑centric advice principles.
• Proven ability to meet sales, service and compliance targets.

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.