Banking Solutions Advisor – In-Branch Experience

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

Job summary

FirstRand Bank Limited in South Africa is seeking a Universal Advisor to deliver compliant sales and service solutions in a busy branch, guiding customers to the right channels and digital self-service options. You will build trusted relationships, identify needs, and provide banking solutions while upholding FAIS, FICA and TCF standards.

Join a dynamic POP team focused on ethical, customer-centric service and personal development in a high-volume environment where accuracy and regulatory

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
• 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
• Must not be an unrehabilitated insolvent

Responsibilities

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment.
• Educate customers on the 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 compliance with FAIS, FICA, TCF and internal governance.
• Demonstrate ethical and professional behavior and take accountability for personal performance and development.

Skills

Client focus

Ethical mindset

Strong communication

Needs-based selling

Problem solving

Education

Grade 12 / NQF 4

NQF Level 5 Banking/Business Admin/Customer Service FAIS

Job description

FirstRand Bank Limited in South Africa is seeking a Universal Advisor to deliver compliant sales and service solutions in a busy branch, guiding customers to the right channels and digital self-service options. You will build trusted relationships, identify needs, and provide banking solutions while upholding FAIS, FICA and TCF standards.

Join a dynamic POP team focused on ethical, customer-centric service and personal development in a high-volume environment where accuracy and regulatory