Banking Solutions Advisor - CX & Digital Guidance

FirstRand Limited; Midrand; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Limited is seeking a branch-focused Universal Advisor to deliver a positive customer experience in a dynamic POP environment. You will engage clients, understand their needs, and propose appropriate banking solutions while guiding them toward digital and self-service options.

With a focus on compliance and ethical conduct, you will manage leads, referrals, and follow-ups, maintaining accurate records and contributing to team success in a fast-paced branch setting.

Qualifications

• Must have FAIS and TCF understanding.
• Proven ability to meet sales, service, and customer experience targets.
• Strong ethical standards and compliance awareness.

Responsibilities

• Engage customers in a positive and professional manner.
• Educate customers on banking platforms and self-service options.
• Identify needs to offer suitable banking solutions and cross-sell where appropriate.
• Migrate customers to digital channels and e-Channels.
• Handle transactions efficiently while meeting performance benchmarks.
• Maintain accurate customer records and comply with governance requirements.

Skills

Customer service

Sales targets

Communication

Regulatory compliance

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking Certificate

Job description

FirstRand Limited is seeking a branch-focused Universal Advisor to deliver a positive customer experience in a dynamic POP environment. You will engage clients, understand their needs, and propose appropriate banking solutions while guiding them toward digital and self-service options.

With a focus on compliance and ethical conduct, you will manage leads, referrals, and follow-ups, maintaining accurate records and contributing to team success in a fast-paced branch setting.