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Full-time
high school, professional certificate
Professional development opportunities, Career growth opportunities, Inclusive work environment
Posted 6h ago
Apply by Aug 13
~40 hrs/week
Responsibilities
The Branch Advisor provides professional financial advice and manages client relationships within a high-volume branch environment. They are responsible for meeting sales and service targets while ensuring compliance with FAIS, FICA, and TCF legislation.
Requirements
Candidates must have a Grade 12/NQF Level 4 qualification, with an NQF Level 5 certificate preferred. Applicants should possess 1–3 years of experience in customer-facing financial services roles and a strong understanding of regulatory compliance.
Full job description
Job Description
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.
Hello Future Branch Advisor
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.
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: 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
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
Apply now if you are ready to take the next step in your career as an FNB Points of Presence: Branch Advisor, delivering exceptional service, growing customer relationships, and contributing to sustainable business performance
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Important Closing Date Note
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
13/08/26
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
FirstRand Bank India is a licensed financial services provider in India and a fully-fledged branch of FirstRand Bank Limited South Africa. The bank opened its doors for trade in 2009 after being granted a full-scale commercial banking license. Based in Mumbai, FirstRand Bank India is a member of the Indian banking fraternity - offering banking services to its clients active in the Indo-African corridor and within
India across corporate banking, investment banking, fixed income, currency and commodity products, and structured products.
Offices: 101, 103A and First floor 103B First International Financial Centre C-54 and C-55, G Block, Near CBI office Bandra-Kurla complex, Bandra (east), Mumbai, 400051, IN
FirstRand Bank India is a licensed financial services provider in India and a fully-fledged branch of FirstRand Bank Limited South Africa. The bank opened its doors for trade in 2009 after being granted a full-scale commercial banking license. Based in Mumbai, FirstRand Bank India is a member of the Indian banking fraternity - offering banking services to its clients active in the Indo-African corridor and within
India across corporate banking, investment banking, fixed income, currency and commodity products, and structured products.
Offices: 101, 103A and First floor 103B First International Financial Centre C-54 and C-55, G Block, Near CBI office Bandra-Kurla complex, Bandra (east), Mumbai, 400051, IN