Banking Solutions & Service Advisor

FirstRand Limited; Vereeniging; On-site; ZAR 240,000 - 360,000; Full time

Job summary

The Universal Advisor role at FirstRand Limited's FNB branch in Gauteng focuses on delivering compliant sales and service solutions to walk-in customers in a high-volume environment. You will help customers with banking needs, guide them to digital channels, and maintain accurate records in line with FAIS, FICA, and TCF requirements.

You will engage with customers professionally, identify opportunities for banking solutions, process transactions efficiently, and stay informed about product

Qualifications

• FAIS, TCF understanding and regulatory compliance.
• meet sales, service, and customer experience targets.
• Disclose any disability information as required by policy.

Responsibilities

• Engage customers in a positive, professional manner and assess needs.
• Educate customers on banking platforms and migrate to digital channels.
• Process transactions and maintain accurate customer records in line with governance.

Skills

Customer service

Sales & cross-selling

Ethical compliance

Communication skills

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS

Job description

The Universal Advisor role at FirstRand Limited's FNB branch in Gauteng focuses on delivering compliant sales and service solutions to walk-in customers in a high-volume environment. You will help customers with banking needs, guide them to digital channels, and maintain accurate records in line with FAIS, FICA, and TCF requirements.

You will engage with customers professionally, identify opportunities for banking solutions, process transactions efficiently, and stay informed about product