Banking Solutions Advisor

Wesbank; Cape Town; On-site; ZAR 549,000 - 658,000; Full time

Job summary

FNB in Cape Town is seeking a Universal Advisor to deliver compliant sales and service in a high-volume branch. You will guide walk-in customers, identify needs, and promote digital self-service and e-Channels while adhering to FAIS, FICA and TCF.

You will manage leads, maintain accurate records, and stay updated on banking products and processes. The role emphasizes ethical conduct, personal development, and teamwork within FirstRand's POP environment.

Qualifications

• Minimum Grade 12 / NQF4 qualification.
• Preferred NQF5 banking/business admin/customer service certificate.
• 1–3 years in customer-facing roles within financial services.

Responsibilities

• Engage customers professionally and identify banking needs.
• Educate on digital channels, promote self-service platforms.
• Process transactions and achieve service targets with compliance.
• Manage leads/referrals and maintain accurate customer records.
• Adhere to FAIS, FICA, TCF and internal governance.

Skills

FAIS knowledge

TCF compliance

Regulatory compliance

Needs-based selling

Customer relationship

Education

Grade 12 / NQF4

NQF5 banking certificate

Job description

FNB in Cape Town is seeking a Universal Advisor to deliver compliant sales and service in a high-volume branch. You will guide walk-in customers, identify needs, and promote digital self-service and e-Channels while adhering to FAIS, FICA and TCF.

You will manage leads, maintain accurate records, and stay updated on banking products and processes. The role emphasizes ethical conduct, personal development, and teamwork within FirstRand's POP environment.