Branch Advisor

Rmbwestport; Dundee; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a Branch Advisor FAIS in Dundee. This role aims to deliver exceptional customer service, ensuring clients are educated on self-service options while adhering to organizational policies. Candidates should possess a National Senior Certificate and an NQF qualification in Banking or related fields. The position emphasizes ethical conduct and the ability to adapt to evolving customer needs within a dynamic financial environment.

Qualifications

• Must converse with customers effectively and provide solutions.
• Adhere to Treating Customer Fairly principles.
• Maximize opportunities in customer interactions.

Responsibilities

• Provide a positive customer experience.
• Educate customers about eChannels and Self Service.
• Ensure compliance with business guidelines.

Skills

Customer service skills

Ethical conduct

Sales skills

Adaptability

Education

National Senior Certificate (Matric)

NQF 5 in Banking / NQF6 / Related fields

Job description

EVERGREEN Branch Advisor FAIS \_ Dundee page is loaded## EVERGREEN Branch Advisor FAIS \_ Dundeelocations: Dundeeposted on: Posted Todaytime left to apply: End Date: January 22, 2026 (7 days left to apply)job requisition id: R44735# **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.**Hello Future FNB Employee !**Welcome to FNB, the home of the #changeables. We strive to be a trusted partner helping to create a better world by providing an innovative, contextual, and integrated financial solutions.As part of our team in **FNB Points of Presence**, you will be surrounded by unique talents, and an inclusive environment which value our differences and that lives up to the promise of being deeply invested. Now’s the time to imagine your potential in a team where you can become the best version of yourself.**Are you someone who can:*** Converse with our customers in a way 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.* Identify and sell/cross sell products aligned to customer needs.* Maximise channel optimisation opportunities identified aligned to customer needs.* Ensure activities support cost containment and reduction.* Optimise every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels.* 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.* Demonstrate behaviour in support of the organisational values.* Takes accountability for own performance, personal and career development.* Improve knowledge and competencies by completing training specific for role as per eCareers.* Contribute to the overall effectiveness and success of the team.* Maintain an ability to adapt to ever changing business and customer needs**Minimum Qualification Requirements :*** **National Senior Certificate (Matric)*** **NQF 5 in Banking / NQF6 / Related fields****Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future.**# # ****Job Details****# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**22/01/26All 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .