Banking Universal Advisor: Customer Solutions

Wesbank

Vryburg

On-site

ZAR 558,000 - 668,000

Full time

3 days ago
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Job summary

FNB Universal Advisor role in Vryburg requires delivering compliant sales and service solutions in a high-volume branch setting. You will engage customers, migrate to digital channels, and ensure governance alignment with FAIS, FICA, and TCF.

This is a client-centric role focused on delivering value and building trusted relationships with local customers. You will be responsible for understanding customer needs, guiding product solutions, and maintaining accurate records while adhering to

Qualifications

  • Minimum Grade 12 / NQF Level 4.
  • Preferred NQF Level 5 in Banking, Business Administration or related fields.
  • 1–3 years in customer-facing environments or client support within financial services.

Responsibilities

  • Engage customers in a positive, ethical manner and identify needs.
  • Educate customers on digital channels and self-service options.
  • Process transactions and cross-sell banking products within policy.

Skills

Client focus
Communication skills
Ethical mindset
Sales orientation

Education

Grade 12 / NQF Level 4
NQF Level 5 Banking/Business

Job description

FNB Universal Advisor role in Vryburg requires delivering compliant sales and service solutions in a high-volume branch setting. You will engage customers, migrate to digital channels, and ensure governance alignment with FAIS, FICA, and TCF.

This is a client-centric role focused on delivering value and building trusted relationships with local customers. You will be responsible for understanding customer needs, guiding product solutions, and maintaining accurate records while adhering to

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