Banking Advisor: Elevate Service & Digital Solutions

RMB; Cape Town; Presencial; ZAR 260.000 - 380.000; Jornada completa

Descripción de la vacante

FNB is seeking a Universal Advisor to deliver compliant sales and service solutions in a fast-paced branch environment in Cape Town. You will engage customers, identify needs, and guide them to appropriate banking products while promoting digital and self-service channels.

Responsibilities include handling high-volume customer interactions, maintaining records, and ensuring adherence to FAIS, FICA, and TCF standards. This role aligns with FirstRand Group’s governance and equity plans.

Formación

• Minimum Qualification: Grade 12 / NQF Level 4.
• Preferred 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 within financial services.

Responsabilidades

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment.
• Educate customers on correct banking platforms and migrate them to digital self-service channels.
• Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF and internal governance.
• Engage customers professionally, identify needs, and provide appropriate banking and financial solutions.
• Manage leads, referrals, and follow-ups within agreed turnaround times.

Conocimientos

Customer service

Communication

Compliance

Sales

Problem solving

Teamwork

Educación

Grade 12 / NQF 4

NQF 5 Certificate in Banking / Business Admin / Customer Service

Descripción del empleo

FNB is seeking a Universal Advisor to deliver compliant sales and service solutions in a fast-paced branch environment in Cape Town. You will engage customers, identify needs, and guide them to appropriate banking products while promoting digital and self-service channels.

Responsibilities include handling high-volume customer interactions, maintaining records, and ensuring adherence to FAIS, FICA, and TCF standards. This role aligns with FirstRand Group’s governance and equity plans.