Banking Solutions Advisor - Digital & Service Lead

FirstRand Limited; Roodepoort; On-site; ZAR 550,000 - 659,000; Full time

Benefits offered by this job

Career development

Structured training

Job summary

FirstRand Limited is seeking a Universal Advisor in Roodepoort to deliver compliant sales and service to walk-in and existing customers in a high-volume branch. You will promote digital channels, cross-sell banking solutions, and ensure ethical, standards-based customer interactions.

The role requires FAIS awareness, a Grade 12 qualification, and 1–3 years in customer-facing financial services. A fast-paced POP environment offers ongoing development and client relationship opportunities.

Qualifications

• Minimum Grade 12 (NQF4) with FAIS awareness.
• 1–3 years in customer-facing roles within financial services is preferred.
• Strong understanding of FAIS, TCF, and regulatory compliance.

Responsibilities

• Engage customers in a positive, professional manner and drive sales and service.
• Educate customers on banking platforms and migrate to digital channels.
• Process transactions accurately and meet service targets in a high-volume branch.
• Manage leads, referrals, and follow-ups within agreed timelines.
• Maintain compliant customer records and uphold governance.

Skills

Customer service

Sales skills

Communication

Ethical mindset

Education

Grade 12

NQF Level 5 certificate in Banking/related

Job description

FirstRand Limited is seeking a Universal Advisor in Roodepoort to deliver compliant sales and service to walk-in and existing customers in a high-volume branch. You will promote digital channels, cross-sell banking solutions, and ensure ethical, standards-based customer interactions.

The role requires FAIS awareness, a Grade 12 qualification, and 1–3 years in customer-facing financial services. A fast-paced POP environment offers ongoing development and client relationship opportunities.