Banking Solutions Advisor: Customer‑Centric & Digital

FirstRand Bank Limited; Robertson; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Bank Limited in South Africa seeks a Universal Advisor to deliver compliant sales and service solutions in a busy branch, focusing on FAIS, FICA and TCF compliance while promoting digital and self-service options.

You will identify customer needs, guide them to appropriate banking solutions, and maintain accurate records in a high-volume environment, upholding ethical standards.

Qualifications

• Knowledge of FAIS, TCF and regulatory compliance is essential.
• Proven ability to meet sales, service and customer experience targets.
• Strong ethical mindset and attention to compliance.

Responsibilities

• Engage customers in a positive and professional manner.
• Identify, sell, and cross-sell products aligned to customer needs.
• Educate customers on correct banking platforms and promote digital channels.
• Process transactions and maintain accurate customer records.
• Manage leads, referrals, and follow-ups within agreed timelines.
• Ensure interactions are compliant with FAIS, FICA, TCF and internal governance.

Skills

FAIS knowledge

TCF compliance

Sales targets

Customer service

Education

Grade 12 / NQF4

NQF5 Banking/Business Admin/Customer Service certificate

Job description

FirstRand Bank Limited in South Africa seeks a Universal Advisor to deliver compliant sales and service solutions in a busy branch, focusing on FAIS, FICA and TCF compliance while promoting digital and self-service options.

You will identify customer needs, guide them to appropriate banking solutions, and maintain accurate records in a high-volume environment, upholding ethical standards.