Banking Solutions Advisor: Customer Experience Pro

FirstRand Bank India; Daniëlskuil; Presencial; ZAR 180 000 - 260 000; Tempo integral

Resumo da oferta

FirstRand Bank India is seeking a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch environment. You will identify customer needs, guide them to appropriate banking channels, and champion digital and self-service options.

The role emphasizes ethical conduct, FAIS compliance, and ongoing learning. The ideal candidate will have Grade 12 or higher, a preferred FAIS-aligned certificate, and 1–3 years in customer-facing banking roles, with a strong focus on

Qualificações

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS fields.
• 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services.

Responsabilidades

• Engage customers in a positive and professional manner by being helpful and solution oriented.
• Understand customer needs to identify, sell, and cross-sell banking solutions.
• Educate customers on correct banking platforms and migrate to digital, e-Channels and self-service.
• Process transactions efficiently while meeting service benchmarks.
• Manage leads, referrals and follow-ups within agreed timelines.
• Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF and internal governance.
• Commit to ethical conduct and continuous personal development.

Conhecimentos

Customer service

Sales experience

FAIS knowledge

Formação académica

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking/Business Admin/Customer Service

Descrição da oferta de emprego

FirstRand Bank India is seeking a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch environment. You will identify customer needs, guide them to appropriate banking channels, and champion digital and self-service options.

The role emphasizes ethical conduct, FAIS compliance, and ongoing learning. The ideal candidate will have Grade 12 or higher, a preferred FAIS-aligned certificate, and 1–3 years in customer-facing banking roles, with a strong focus on