Branch Advisor Fais

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 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: September 23, 2026