Banking Universal Advisor – Customer Solutions & Digital

FirstRand Bank Limited; Germiston; On-site; ZAR 180,000 - 320,000; Full time

Job summary

FirstRand Group seeks a Universal Advisor to deliver compliant banking and sales solutions in a busy branch, focusing on providing exceptional customer service and guiding customers to digital channels. You will handle walk-in and existing customers, ensuring ethical practices and alignment with regulatory standards.

The role emphasizes needs-based selling, maintaining records, and staying updated on product offerings while supporting customer journey across self-service platforms in a

Qualifications

• FAIS, FICA, TCF compliance knowledge required.
• 1–3 years of customer-facing banking experience.
• Grade 12 or equivalent with FAIS fitment.

Responsibilities

• Deliver compliant sales and banking solutions to walk-in customers.
• Educate customers on digital and self-service platforms.
• Process transactions and maintain accurate records.
• Manage leads and referrals within defined timelines.
• Adhere to FAIS, FICA, and internal governance.

Skills

Customer service

Sales orientation

Regulatory compliance

Communication

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking / related certification

Job description

FirstRand Group seeks a Universal Advisor to deliver compliant banking and sales solutions in a busy branch, focusing on providing exceptional customer service and guiding customers to digital channels. You will handle walk-in and existing customers, ensuring ethical practices and alignment with regulatory standards.

The role emphasizes needs-based selling, maintaining records, and staying updated on product offerings while supporting customer journey across self-service platforms in a