Banking Solutions & Customer Experience Pro

RMB; Cape Town; On-site; ZAR 513,000 - 694,000; Full time

Job summary

FNB Cape Town is seeking a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch environment. You will engage walk-in customers, understand their needs, and offer appropriate banking solutions while promoting digital channels.

The role requires a Grade 12/NQF4, with preference for NQF5, and 1–3 years in financial services. You will operate within FAIS, FICA and TCF guidelines in a dynamic POP setting.

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.

Responsibilities

• Engage customers in a positive and professional manner and identify needs to 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 compliance with FAIS, FICA, TCF and internal governance.

Skills

Customer service

Communication

Needs-based selling

Ethical mindset

Problem solving

Interpersonal skills

Education

Grade 12 / NQF 4

NQF Level 5 Certificate in Banking

Job description

FNB Cape Town is seeking a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch environment. You will engage walk-in customers, understand their needs, and offer appropriate banking solutions while promoting digital channels.

The role requires a Grade 12/NQF4, with preference for NQF5, and 1–3 years in financial services. You will operate within FAIS, FICA and TCF guidelines in a dynamic POP setting.