Branch Advisor – Financial Advice & Customer Service

About the role

As a Branch Advisor at FNB, you will deliver professional financial advice and a positive customer experience in a high‑volume branch environment. You will guide clients to the appropriate banking channels, ensure compliance with FAIS, FICA and TCF regulations, and help them achieve their financial goals.

Key responsibilities

• Provide courteous, helpful service that meets customers' transactional needs and expectations.
• Educate clients on the correct eChannels and self‑service platforms.
• Deliver compliant financial advice, recommend suitable products, and manage ongoing client relationships.
• Maintain accurate client records and documentation in line with regulatory requirements.
• Achieve individual and branch sales and service targets.
• Analyse customer data to propose appropriate solutions.
• Manage leads, referrals and follow‑ups within agreed timeframes.

Required profile

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred: NQF Level 5 Certificate in Banking, Business Administration, Customer Service or related field recognised by FAIS.
• 1–3 years experience in customer‑facing, 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.

Required skills

What we offer

• Opportunities to build relationships within a dynamic team.
• A challenging working environment that supports personal and professional growth.
• Chance to make an impact on the local market as a brand ambassador.