Banking Solutions Advisor — Customer Experience

RMB SA; Cape Town; On-site; ZAR 580,000 - 692,000; Full time

Job summary

FNB is seeking a Universal Advisor in Cape Town to deliver banking solutions in a busy branch environment. You will engage customers, understand needs, and cross-sell suitable products while guiding them to e-Channels and self-service options.

Role requires Grade 12 (NQF4) with FAIS awareness and 1–3 years in customer-facing financial services. Join a team that values ethical conduct, compliance, and ongoing professional development.

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4
• Preferred qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service or related fields recognised by FAIS

Responsibilities

• 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 proactively migrate to digital channels and self-service.
• Fulfil transactions to set benchmarks while delivering exceptional service and maintaining accurate customer records.

Skills

Customer service

Sales

Communication

Compliance

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking/Related field

Job description

FNB is seeking a Universal Advisor in Cape Town to deliver banking solutions in a busy branch environment. You will engage customers, understand needs, and cross-sell suitable products while guiding them to e-Channels and self-service options.

Role requires Grade 12 (NQF4) with FAIS awareness and 1–3 years in customer-facing financial services. Join a team that values ethical conduct, compliance, and ongoing professional development.