Banking Solutions Advisor (Digital & In-Branch)

FirstRand Limited; Cape Town; On-site; ZAR 201,000 - 268,000; Full time

Job summary

FirstRand Limited’s FNB Points of Presence: Universal Advisor role in a high-volume branch environment to deliver banking solutions and exceptional service. You will proactively identify customer needs, guide them to digital and self-service channels, and ensure compliant interactions across FAIS, FICA, and TCF.

Ideal candidates have strong communication, sales, and ethical mindset, with a commitment to service excellence and problem-solving in a dynamic retail banking setting.

Qualifications

• Minimum Grade 12 / NQF Level 4; preferred NQF Level 5 in Banking, Business Administration, Customer Service, or related FAIS-approved fields.
• 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services.
• Strong understanding of FAIS, TCF principles, and regulatory compliance.
• Proven ability to meet sales, service, and customer experience targets.
• Must be able to operate in a high-volume branch environment and maintain accurate customer records with compliance.

Responsibilities

• Engage customers in a positive and professional manner, aligning with the brand promise “How can we help you?”.
• Identify customer needs to identify, sell, and cross-sell products.
• Educate customers on correct banking platforms and migrate to digital, e-Channels, and self-service platforms.
• Fulfil transactions above set benchmarks while delivering exceptional service.
• Manage leads, referrals, and customer follow-ups within agreed turnaround times.
• Maintain accurate customer records and ensure FAIS, FICA, TCF compliance and internal governance.

Skills

Customer service

Sales skills

Communication

Needs-based selling

Interpersonal skills

Digital channels

Self-service platforms

Ethical conduct

Education

Grade 12 / NQF 4

NQF 5 Banking/Business Admin/Customer Service

Tools

Banking platforms

Job description

FirstRand Limited’s FNB Points of Presence: Universal Advisor role in a high-volume branch environment to deliver banking solutions and exceptional service. You will proactively identify customer needs, guide them to digital and self-service channels, and ensure compliant interactions across FAIS, FICA, and TCF.

Ideal candidates have strong communication, sales, and ethical mindset, with a commitment to service excellence and problem-solving in a dynamic retail banking setting.