Banking Solutions & Service Advisor

FirstRand Limited; Midrand; On-site; ZAR 541,000 - 648,000; Full time

Job summary

FirstRand Limited is seeking a Universal Advisor in Midrand to deliver compliant sales and service in a high-volume branch. You will guide customers, promote digital channels, and ensure ethical, value-driven interactions aligned to governance.

The role focuses on self-service migration, accurate record-keeping and continuous learning within a dynamic POP environment. A Grade 12 or higher is required with relevant FAIS knowledge.

Qualifications

• Strong understanding of FAIS, TCF principles and regulatory compliance.
• Proven ability to meet sales, service and customer experience targets.
• Must be presentable, ethical and customer-focused.

Responsibilities

• Engage customers in a positive, professional manner in-branch.
• Educate customers on correct platforms and migrate to digital self-service where appropriate.
• Fulfil transactions and provide banking solutions to meet needs.
• Manage leads, referrals and follow-ups within agreed timescales.
• Maintain accurate customer records and ensure compliance with FAIS, FICA and TCF.

Skills

Customer service

Sales targets

Needs-based selling

Regulatory compliance

Interpersonal skills

Education

Grade 12 / NQF4

NQF Level 5 Certificate (Banking/Business Admin)

Job description

FirstRand Limited is seeking a Universal Advisor in Midrand to deliver compliant sales and service in a high-volume branch. You will guide customers, promote digital channels, and ensure ethical, value-driven interactions aligned to governance.

The role focuses on self-service migration, accurate record-keeping and continuous learning within a dynamic POP environment. A Grade 12 or higher is required with relevant FAIS knowledge.