Banking Universal Advisor: Elevate Customer Experience

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

Benefits offered by this job

Career development

Learning opportunities

Job summary

FirstRand Limited, a leading financial services group, seeks a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch. You will promote digital channels, identify customer needs, and adhere to FAIS, FICA, and TCF principles while maintaining strong customer relationships.

The role emphasizes ethical conduct, accountability for personal performance, and ongoing learning in a dynamic POP environment within the FirstRand Group.

Qualifications

• Knowledge of FAIS and TCF regulatory requirements.
• Proven ability to meet sales, service, and customer experience targets.
• Strong ethics and compliance awareness.

Responsibilities

• Engage customers in a positive, professional manner in a high-volume branch.
• Promote digital and self-service channels to migrate customers online.
• Deliver compliant sales and service solutions to walk-in and existing customers.
• Maintain accurate customer records and adhere to governance and policy.

Skills

FAIS knowledge

TCF awareness

Sales targets

Customer service

Regulatory compliance

Education

Grade 12 / NQF4

NQF5 Banking certificate

Job description

FirstRand Limited, a leading financial services group, seeks a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch. You will promote digital channels, identify customer needs, and adhere to FAIS, FICA, and TCF principles while maintaining strong customer relationships.

The role emphasizes ethical conduct, accountability for personal performance, and ongoing learning in a dynamic POP environment within the FirstRand Group.