Banking Solutions Advisor — Customer Experience

Wesbank; Cape Town; On-site; ZAR 557,000 - 667,000; Part time

Job summary

FNB POP Universal Advisor is a part-time, fixed-term contract based in Cape Town, focused on delivering compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment.

You will promote digital channels while adhering to FAIS, FICA, TCF, and internal governance, ensuring value-driven and ethical interactions. The role emphasizes customer experience, regulatory compliance, and career development within a fast-paced banking setting.

Qualifications

• Grade 12/ NQF Level 4, or higher, recognized by FAIS
• 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, service delivery, or client support within financial services

Responsibilities

• Engage customers in a positive and professional manner by being helpful and aligning to the brand promise 'How can we help you?'
• Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions
• Educate customers on the correct banking platforms suited to their needs to migrate customers to digital, e-Channels, and self-service platforms
• Fulfil transactions above set benchmarks while delivering exceptional service
• Manage leads, referrals, and customer follow-ups within agreed turnaround times
• Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governance
• Always conduct yourself in an ethical and professional manner
• Take accountability for personal performance, learning, and career development
• Stay informed on product offerings, systems, and industry developments
• Contribute to team success and adapt to changing customer and business needs

Skills

FAIS & TCF regulatory knowledge

Sales & service targets achievement

Banking product knowledge

Customer-focused approach

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking or related fields

Job description

FNB POP Universal Advisor is a part-time, fixed-term contract based in Cape Town, focused on delivering compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment.

You will promote digital channels while adhering to FAIS, FICA, TCF, and internal governance, ensuring value-driven and ethical interactions. The role emphasizes customer experience, regulatory compliance, and career development within a fast-paced banking setting.