Branch Advisor FAIS

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 in FNB 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 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.

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

• minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration,
  Customer Service, or related fields recognized by FAIS
• 1–3 years of experience in customer‑facing environments, 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

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.

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

Ability to work independently and within a team