Banking Solutions Advisor – Customer Experience

RMB; Merafong City Local Municipality; On-site; ZAR 120,000 - 160,000; Full time

Job summary

FNB’s Universal Advisor role in a POP environment focuses on delivering compliant sales and service solutions to walk-in and existing customers. You will educate customers on digital channels and proactively migrate them to e-Channels, while maintaining accurate records and adhering to FAIS, FICA and governance standards.

Ideal candidates have Grade 12, 1–3 years in customer-facing roles in financial services, and a solid understanding of regulatory compliance with strong ethical standards and

Qualifications

• FAIS and TCF knowledge is required
• Meet sales, service and customer experience targets
• Not an unrehabilitated insolvent

Responsibilities

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment
• Educate customers on digital and self-service channels
• Maintain accurate customer records and comply with policy, FAIS and FICA requirements
• Build strong customer relationships and drive cross-sell opportunities

Skills

Needs-based selling

Communication

Ethical mindset

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking certificate

Job description

FNB’s Universal Advisor role in a POP environment focuses on delivering compliant sales and service solutions to walk-in and existing customers. You will educate customers on digital channels and proactively migrate them to e-Channels, while maintaining accurate records and adhering to FAIS, FICA and governance standards.

Ideal candidates have Grade 12, 1–3 years in customer-facing roles in financial services, and a solid understanding of regulatory compliance with strong ethical standards and