Banking Universal Advisor - Customer Experience & Solutions

RMB SA; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

FNB POP Universal Advisor role located in a high-volume branch environment focuses on delivering compliant sales and service solutions to walk-in and existing customers. You will promote digital and self-service banking, identify customer needs, and ensure every interaction adheres to FAIS, FICA, and TCF while upholding governance standards.

You will be part of the Points of Presence team, delivering ethical, value-driven service and driving customer experience in a fast-paced setting with

Qualifications

• Minimum 1–3 years in customer-facing environments within financial services.
• Knowledge of FAIS, TCF principles, and regulatory compliance is essential.
• Ability to meet sales, service and customer experience targets.

Responsibilities

• Engage customers in a positive and professional manner to identify needs and offer banking solutions.
• Educate customers on banc account platforms and migrate to digital/e-channels.
• Fulfils transactions and maintains accurate customer records per policy.
• Manage leads, referrals and follow-ups within agreed turnaround times.
• Ensure compliance with FAIS, FICA, TCF and internal governance.

Skills

Customer service

Communication

Ethical mindset

Needs-based selling

Problem solving

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking

Job description

FNB POP Universal Advisor role located in a high-volume branch environment focuses on delivering compliant sales and service solutions to walk-in and existing customers. You will promote digital and self-service banking, identify customer needs, and ensure every interaction adheres to FAIS, FICA, and TCF while upholding governance standards.

You will be part of the Points of Presence team, delivering ethical, value-driven service and driving customer experience in a fast-paced setting with