Branch Advisor FAIS
- Minimum qualification
- Certificate / N-level / trade
- Closing date
First listed . Last checked at source .
In brief
**Overview** This role is for a Branch Advisor FAIS at First National Bank (FNB) within their Points of Presence (POP) team. The environment is described as inclusive, valuing differences, and deeply invested in its employees. As a Branch Advisor, the primary function is to provide compliant and professional financial advice to both walk-in and existing clients in a high-volume service branch setting. **What you will do** * Understand client financial needs, offer appropriate product solutions, and ensure ongoing client relationship management in line with FAIS, FICA legislation, Treating Customers Fairly (TCF) principles, and FNB governance. * 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 customers by living up to the 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. **Requirements (from the original advert)** * 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 customer‑facing environments, service delivery, or client support within financial services **Who should apply** The ideal candidate will possess: * A strong understanding of FAIS, TCF, and client-centric advice principles. * A proven ability to meet sales, service, and compliance targets. * The ability to build and manage long-term client relationships. * A customer-focused approach, demonstrating empathy and sensitivity to client transactional needs and expectations. * Analytical skills to assess customer data and provide appropriate financial advice. * A commitment to ethical conduct and accountability for personal performance and development. * A proactive approach to staying updated on industry trends and product knowledge. * The capability to manage leads, referrals, and client follow-ups efficiently. **Deadline** 17th October, 2026 **Reference** Original posting: https://www.myjobmag.co.za/job/branch-advisor-fais-fnb-south-africa-58 Source: myjobmag
Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.
At a glance
- At least 1 year of experience.
- Customer service
Extracted automatically from the advert; confirm requirements on the original listing.
Job description
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