Banking Solutions & Customer Experience Advisor

RMB; Benoni; On-site; ZAR 201,000 - 268,000; Full time

Job summary

FNB is hiring a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch setting. You will engage Walk-in and existing customers, educate them on digital banking, and cross-sell appropriate products while maintaining strong records and following FAIS/FICA/TCF guidelines.

The role emphasizes accurate transactions, ethical conduct, and continual development in a fast-paced POP environment, with a focus on customer-centric solution delivery.

Qualifications

• Must have FAIS and FICA understanding and regulatory compliance.
• Track record of meeting sales, service and customer experience targets.
• 1–3 years in customer-facing roles within financial services.

Responsibilities

• Engage customers in a positive, professional manner and understand needs to offer banking solutions.
• Educate customers on correct platforms and migrate to digital/self-service channels.
• Process transactions accurately and efficiently while meeting performance benchmarks.
• Manage leads, referrals, and follow-ups within agreed timelines.
• Maintain compliant customer records and adhere to governance standards.

Skills

Customer service

Sales orientation

Communication skills

Problem solving

Education

Grade 12 / NQF 4

NQF 5 Banking/Customer Service certificate

Job description

FNB is hiring a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch setting. You will engage Walk-in and existing customers, educate them on digital banking, and cross-sell appropriate products while maintaining strong records and following FAIS/FICA/TCF guidelines.

The role emphasizes accurate transactions, ethical conduct, and continual development in a fast-paced POP environment, with a focus on customer-centric solution delivery.