Banking Solutions Advisor - Customer Experience Pro

FirstRand Limited; Pinetown; On-site; ZAR 507,000 - 686,000; Full time

Job summary

FirstRand Limited’s FNB POP Universal Advisor role in Pinetown focuses on delivering compliant sales and service solutions to walk-in and existing customers in a high-volume branch setting. You will educate customers on banking platforms, migrate them to digital channels, and manage leads with strong ethical standards.

The position requires Grade 12 or NQF Level 4, with a preferred NQF Level 5 banking qualification, and 1–3 years in customer-facing financial services.

Qualifications

• Strong understanding of FAIS, TCF principles, and regulatory compliance.
• Proven ability to meet sales, service, and customer experience targets.
• Must not be an unrehabilitated insolvent.

Responsibilities

• Engage customers in a positive and professional manner and identify needs.
• Educate customers on correct banking platforms and migrate to digital channels.
• Fulfil transactions and achieve set performance benchmarks.
• Manage leads, referrals, and follow-ups within agreed turnaround times.
• Maintain accurate customer records and ensure compliance with FAIS, FICA and internal governance.

Skills

Customer service

Sales skills

Communication

Regulatory awareness

Ethical conduct

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking or related field

Job description

FirstRand Limited’s FNB POP Universal Advisor role in Pinetown focuses on delivering compliant sales and service solutions to walk-in and existing customers in a high-volume branch setting. You will educate customers on banking platforms, migrate them to digital channels, and manage leads with strong ethical standards.

The position requires Grade 12 or NQF Level 4, with a preferred NQF Level 5 banking qualification, and 1–3 years in customer-facing financial services.