Job Title: Branch Advisor FAIS-3
Company: First National Bank (FNB)
Location: Shop 37, Pierneef Boulevard, Riverstone Mall, Rietfontein, Meyerton, 1961 (Gauteng)
Employment Type: Full-time
Closing Date: March 4, 2026
Job Requisition ID: R46905
Job Description
Welcome to FNB.
First National Bank (FNB), a division of the FirstRand Group and recognized as the Strongest Banking Brand in the World (Brand Finance Banking 500 2023), is looking for a dedicated Branch Advisor (FAIS-3) to join our Points of Presence (POP) team in Meyerton.
We are seeking a professional who strives to be a trusted partner, helping to create a better world by providing innovative, contextual, and integrated financial solutions. If you are someone who thrives in a high-volume service environment and is passionate about ethical financial advice, we want to hear from you.
Purpose of the Role
As a Branch Advisor, you will be responsible for delivering compliant, professional financial advice to both walk-in and existing clients. Your primary focus will be to understand client financial needs, offer appropriate product solutions, and manage ongoing client relationships. This role strictly adheres to FAIS (Financial Advisory and Intermediary Services) legislation, FICA (Financial Intelligence Centre Act) requirements, and the Treating Customers Fairly (TCF) principles, alongside FNB’s robust governance framework.
Key Responsibilities
· Client Relationship Management: Build and nurture long-term client relationships to drive retention and portfolio growth.
· Customer Experience: Provide a positive customer experience by being attentive and sensitive to transactional needs and expectations.
· Channel Optimization: Educate customers on the most suitable banking platforms, including eChannels and Self-Service options, to match their lifestyle.
· Financial Advice & Solutions: Analyze customer data to provide tailored financial advice and solutions that align with their financial goals, strictly in accordance with FAIS requirements.
· Compliance & Administration: Maintain accurate, complete, and up-to-date client records and documentation.
· Performance Targets: Achieve individual and branch sales and service targets while maintaining the highest ethical standards.
· Personal Development: Take accountability for your own performance, personal growth, and career development.
· Empathy & Engagement: Connect with customers by embodying the brand promise of “How can we help you?” at all times.
· Industry Knowledge: Stay updated on industry trends, product knowledge, and legislative changes.
· Lead Management: Manage leads, referrals, and client follow-ups within agreed turnaround times.
Minimum Qualifications and Experience
· Education:
· Minimum: Grade 12 / NQF Level 4.
· Preferred: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or a related field recognized by FAIS.
· Experience:
· 1–3 years of experience in a customer-facing environment within the financial services industry.
· Proven experience in service delivery and client support.
Ideal Candidate Profile (Key Competencies)
· Regulatory Knowledge: Strong understanding of FAIS, TCF, and client-centric advice principles.
· Sales Acumen: Proven ability to meet sales, service, and compliance targets.
· Problem-Solving: Enjoys analyzing challenges and providing solutions.
· Selling Skills: Possesses persuasive selling skills tailored to client needs.
· Agility: Flexible and adaptable to a changing work environment.
· Communication: Strong interpersonal and communication skills.
· Organization: Results-driven with excellent planning and organizational skills.
· Attention to Detail: High level of accuracy and compliance awareness.
· Independence: Ability to work autonomously as well as collaboratively within a team.
What We Offer (You will have access to)
· Dynamic Teamwork: Opportunities to build meaningful relationships as part of a high-energy team.
· Challenging Environment: A stimulating work environment that encourages growth.
· Professional Development: Access to personal and professional growth opportunities.
· Brand Ambassadorship: The chance to make a tangible impact in the local market as a brand ambassador for the #changeables.
Why Join FNB?
FNB serves retail and commercial customers by offering more than just banking. We provide life and short-term insurance, innovative savings and investment products, and a digital universe of solutions, including a market-leading app and the globally recognized eBucks rewards system. By joining FNB, you are stepping into a role where you can authentically and profoundly change people’s lives.
Application Instructions
Ready to take the next step in your career? Apply now to become a Branch Advisor at FNB Points of Presence in Meyerton. Take this opportunity to deliver exceptional service, grow customer relationships, and contribute to sustainable business performance.
Please note: Applications will not be accepted after the closing date of March 4, 2026. Kindly submit your application ahead of this deadline.
Equal Opportunity Statement
All appointments will be made in line with the FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties.Should you have any queries, please log it via MyQ.
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