Branch Advisor FAIS- De Doorns | FNB South Africa
Job Location : Western Cape,
Deadline : April 01, 2026
About the Role
The Branch Advisor in De Doorns manages high-RPM agricultural and retail financial data to ensure the delivery of compliant banking solutions. Utilizing Oracle for financial reporting and Salesforce for client lifecycle management, the professional ensures 100% compliance with regional financial governance. Their work minimizes operational risk by providing technical data-driven insights necessary for sustainable credit management and business growth.
Job 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.
- Leads identified converted into successful sales.
- Ensure activities support cost containment and reduction.
- Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.
- Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
- Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
- Always conduct themselves in an ethical manner.
- Adhere to the TCF (Treating Customer fairly) principles in all that you do.
- Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.
- Resolve all customer queries efficiently, and within agreed timelines.
- Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
- Demonstrates behaviour in support of the organizational values.
- Takes accountability for own performance, personal and career development.
- Maintain an ability to adapt to ever changing business and customer needs.
- Contribute to the overall effectiveness and success of the team.
- Improve knowledge and competencies by completing role specific training as per eCareers.
End Date: January 5, 2026
Career Growth & Education
A degree in Commerce or Agricultural Economics is a strong foundation for this regional path, with career growth accelerated by pursuing RE5 and specialized certifications in risk management. Advancement moves toward Agricultural Finance Specialist or Branch Manager roles. Pursuing specialized bootcamps in digital finance and obtaining professional certifications through global platforms provides a pathway to senior leadership in the fintech sector.
Salary & Financial Insight
Monthly salaries range from R22,000 to R42,000, reflecting the specialized nature of regional financial advisory. Focused financial planning should include building a robust retirement strategy and exploring tax-efficient investment vehicles like tax-free savings accounts.
Interested and Qualified candidates should Click here to Apply Now
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