Branch Advisor FAIS, Durban North

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 FutureBranch Advisor

Welcome toFNB, the home of the#changeables.We strive to be a trusted partner helping to create a better world by providinginnovative, contextual, and integrated financial solutions.

As part of our team inFNB Points of Presence(POP), you will be surrounded by unique talents, and aninclusiveenvironmentwhichvalue our differences andthat lives up to the promise ofbeing deeply invested. 

AsaBranch Advisor, you willberesponsible forproviding compliant, professional financial advice andto walkin and existing clients within ahigh-volumeservicebranch environment. The role focuses on understanding client financial needs, offeringappropriate productsolutions, and ensuring ongoing client relationship management in line with FAIS, FICAlegislationand Treating Customers Fairly (TCF) principlesand FNB governance.

Now’s the time to imagine your potential in a team whereyou 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.

Analyzecustomerdata andprovideappropriate financial advice and solutions aligned to client financial goalsandin accordance withFAIS requirements

Maintainaccurateand complete client records and documentation

Achieve individual and branch sales and service targets

Conduct yourself in an ethical manner.

Takeaccountability foryour ownperformance, personal and career development.

Show empathytocustomers.

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 CertificateinBanking, Business Administration,
Customer Service, or related fields recognized by FAIS

1–3 years of experiencein customer‑facing environments, service delivery, or client support within financial services

You will be an ideal candidate if youpossessthe 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 tobuild relationships as part of a dynamicteam.

A challenging working environment

Personal and professional growth

Opportunities tohave an impactona local market as a brandambassador.

Youcan be a match if you are: 

Client-focused andhave anethical approach to advice

Enjoy solving problems.

Persuasive selling skills

Agile and Flexible

Strong communicationand 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 nowif you are ready to take the next step in your career as anFNB Points of Presence:Branch Advisor, delivering exceptional service, growing customer relationships, and contributing to sustainable business performance

All appointments will be made in line withFirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities.In order forus to fulfill this purpose, candidates candisclosetheir disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law todisclosethis 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.

09/06/26

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.