Banking Solutions Advisor - In-Branch & Digital

RMB; Boksburg; On-site; ZAR 640,000 - 750,000; Full time

Job summary

FNB is seeking a Universal Advisor to deliver compliant sales and service solutions in a busy branch environment. You will engage walk-in and existing customers, promoting digital channels and self-service while upholding FAIS, FICA, and TCF standards.

The role focuses on delivering ethical, value-driven interactions and building lasting customer relationships. You will manage leads, perform transactions above benchmarks, and contribute to team goals in a dynamic POP setting.

Qualifications

• Minimum Grade 12 / NQF4 prior to application.
• NQF5 Banking Certification preferred or in progress.
• Demonstrated knowledge of FAIS and regulatory compliance.

Responsibilities

• Engage customers professionally and understand needs to offer banking solutions.
• Educate customers on digital channels and self-service options.
• Process transactions and meet service benchmarks in a high-volume branch.
• Manage leads, referrals, and follow-ups within agreed timelines.
• Maintain accurate customer records and ensure governance compliance.

Skills

FAIS compliance

TCF principles

Sales targets

Customer service

Communication skills

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking Certification

Job description

FNB is seeking a Universal Advisor to deliver compliant sales and service solutions in a busy branch environment. You will engage walk-in and existing customers, promoting digital channels and self-service while upholding FAIS, FICA, and TCF standards.

The role focuses on delivering ethical, value-driven interactions and building lasting customer relationships. You will manage leads, perform transactions above benchmarks, and contribute to team goals in a dynamic POP setting.