Branch Advisor FAIS

About this role

FNB, part of FirstRand, is looking for a Branch Advisor FAIS for its Points of Presence (POP) branch at The Boulders Shopping Centre in Midrand, Johannesburg. You will serve walk-in and existing clients in a busy service branch.

What you’ll do

• Help customers with their everyday banking needs and make sure they feel looked after.
• Show customers how to use the right banking channel, such as eChannels and self-service, for what they need.
• Learn what each client needs, then offer suitable financial products and advice that follow FAIS rules and Treating Customers Fairly (TCF) principles.
• Build long-term relationships with clients so they stay with the bank and grow their banking with it.
• Keep client records accurate, complete and up to date, in line with FICA and FNB governance.
• Manage leads, referrals and client follow-ups within the agreed turnaround times.
• Work towards your individual and branch sales and service targets.

What you need

• An NQF Level 5 certificate in Banking, Business Administration, Customer Service or a related field recognised by FAIS.
• 1 to 3 years of experience in a customer-facing role, service delivery or client support in financial services.
• A good understanding of FAIS, TCF and client-first advice.
• Proven results against sales, service and compliance targets.
• Strong communication and interpersonal skills.
• Good planning and organising skills, and attention to detail.
• Persuasive selling skills and the ability to solve problems.
• The ability to work on your own and as part of a team.

Is this job for you?

This role suits someone who enjoys helping people and talking about money. You should be organised, careful with compliance, and comfortable working to targets. If you have some experience in a bank or client service job and want to grow into financial advice, this could be a good next step.

Tips before you apply

• Have your NQF Level 5 certificate and an up-to-date CV ready to upload.
• Show your years of customer-facing experience clearly, with examples of how you met service or sales targets.
• Explain how you have followed compliance rules or treated customers fairly in past roles.