Banking Universal Advisor: Customer Experience Champion

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

Benefits offered by this job

Customer relationships

Fast-paced environment

Learning & development

Brand ambassador

Job summary

FirstRand Bank Limited in South Africa invites applications for a Universal Advisor within our POP team. The role focuses on delivering compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment, guiding customers to digital channels and self-service options.

As a Universal Advisor, you will ensure interactions are ethical, FAIS and TCF compliant, and you will actively promote banking solutions while building strong customer relationships in a

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 by being helpful by living up to our brand promise of “How can we help you?" at all times
• Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions
• Educate customers on the correct banking platforms suited to their needs to proactively migrate customers 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
• Always conduct yourself in an ethical and professional manner
• Take accountability for personal performance, learning, and career development
• Stay informed on product offerings, systems, and industry developments
• Contribute to team success and adapt to changing customer and business needs

Skills

Customer focus

Sales skills

Regulatory knowledge

Communication

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking or related fields

Job description

FirstRand Bank Limited in South Africa invites applications for a Universal Advisor within our POP team. The role focuses on delivering compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment, guiding customers to digital channels and self-service options.

As a Universal Advisor, you will ensure interactions are ethical, FAIS and TCF compliant, and you will actively promote banking solutions while building strong customer relationships in a