Banking Universal Advisor - Customer Solutions Pro

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

Job summary

FirstRand Limited—through FNB POP—seeks a Universal Advisor to deliver compliant sales and service in a busy branch. You will engage customers, understand needs, and provide banking solutions while guiding them to digital channels for enhanced self-service.

The role emphasizes ethical conduct, regulatory coverage, and strong relationship-building within a local market. Opportunity to grow within a dynamic POP setting.

Qualifications

• Minimum Grade 12 / NQF Level 4.
• 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services.
• Strong understanding of FAIS, TCF principles, and regulatory compliance.
• Proven ability to meet sales, service, and customer experience targets.
• Must not be an unrehabilitated insolvent.

Responsibilities

• Engage customers in a positive and professional manner, upholding the brand promise.
• Educate customers on correct banking platforms and migrate to digital/self-service channels.
• Fulfil transactions and maintain accuracy while meeting benchmarks.
• 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.
• Contribute to team success and adapt to changing customer and business needs.

Skills

Customer service

Sales targets

Communication

FAIS knowledge

TCF compliance

Regulatory compliance

Digital banking

Education

Grade 12 / NQF4

NQF5 Certificate in Banking/Customer Service

Job description

FirstRand Limited—through FNB POP—seeks a Universal Advisor to deliver compliant sales and service in a busy branch. You will engage customers, understand needs, and provide banking solutions while guiding them to digital channels for enhanced self-service.

The role emphasizes ethical conduct, regulatory coverage, and strong relationship-building within a local market. Opportunity to grow within a dynamic POP setting.