Branch Advisor FAIS- Pretoria
FNB South Africa · Pretoria, Gauteng
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- Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel eChannels and Self Service whilst adhering to policy and process.
- 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.
Are you someone who can
- 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
Qualification & Experience Requirement
- Minimum Qualification: 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
You will be an ideal candidate if you possess the following
- Strong understanding of FAIS, TCF, and client-centric advice principles
- Proven ability to meet sales, service, and compliance targets
- You will have access to:
- 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.
You can be a match if you are
- 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
End Date: August 14, 2026