Branch Advisor- (First National Bank) x1
Job Details
- Job Title: Branch Advisor (FAIS)
- Company: FNB (First National Bank)
- Job Type: Full-Time
- Location: Bloemfontein, Free State, South Africa
- Job Requisition ID: R52309
- Closing Date: 12 August 2026
Job Overview
FNB is seeking a customer-focused Branch Advisor (FAIS) to join its Points of Presence (POP) team in Bloemfontein. This role is ideal for individuals who are passionate about delivering exceptional customer service while providing compliant financial advice and banking solutions.
The successful candidate will build and maintain strong client relationships, understand customers’ financial needs, recommend suitable banking products, and ensure compliance with FAIS, FICA, and Treating Customers Fairly (TCF) principles. This position combines customer service, sales, and financial advisory responsibilities in a fast-paced branch environment.
Key Responsibilities
- Provide professional and compliant financial advice to walk-in and existing clients.
- Deliver outstanding customer service by understanding customer needs and expectations.
- Educate customers on digital banking platforms, eChannels, and self-service options.
- Build and maintain long-term customer relationships to improve client retention.
- Analyse customer information and recommend suitable financial products and solutions.
- Ensure all customer records and documentation are accurate and compliant.
- Achieve individual and branch sales and service targets.
- Manage customer leads, referrals, and follow-ups within agreed turnaround times.
- Remain informed about banking products, services, and industry developments.
- Conduct all activities ethically and in accordance with FAIS, FICA, TCF, and FNB governance requirements.
- Take responsibility for personal performance and continuous professional development.
Minimum Requirements
Essential Qualifications
- Grade 12 (Matric) or NQF Level 4 qualification.
Preferred Qualifications
- NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or a related field recognised by FAIS.
Experience
- 1–3 years’ experience in a customer-facing, service delivery, or client support role within the financial services industry.
Knowledge and Skills
Successful candidates should demonstrate:
- Knowledge of FAIS, Treating Customers Fairly (TCF), and client-centred financial advice principles.
- Ability to achieve sales, service, and compliance targets.
- Strong customer service and relationship-building skills.
- Excellent communication and interpersonal abilities.
- Persuasive sales and advisory skills.
- Strong planning, organisation, and problem-solving abilities.
- High attention to detail and compliance awareness.
- Ability to work independently and collaboratively within a team.
- Adaptability, flexibility, and a results-driven mindset.