Banking Universal Advisor: Elevate Service & Digital

FirstRand Limited; Port Nolloth; On-site; ZAR 240,000 - 420,000; Full time

Job summary

FirstRand Limited, through FNB, is seeking a Universal Advisor to deliver compliant sales and service in a busy branch environment in South Africa. You will engage customers, identify needs, and present banking solutions while steering them toward digital and self-service options.

The role emphasizes FAIS and FICA compliance, Treating Customers Fairly, and governance, with a focus on ethical conduct, accurate record-keeping, and ongoing personal development.

Qualifications

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

Responsibilities

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch.
• Promote digital and self-service channels while guiding customers to the right channels.
• Maintain accurate customer records and ensure governance compliance.

Skills

FAIS/TCF compliance

Sales and service targets

Customer-centric communication

Ethical conduct

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking or related

Job description

FirstRand Limited, through FNB, is seeking a Universal Advisor to deliver compliant sales and service in a busy branch environment in South Africa. You will engage customers, identify needs, and present banking solutions while steering them toward digital and self-service options.

The role emphasizes FAIS and FICA compliance, Treating Customers Fairly, and governance, with a focus on ethical conduct, accurate record-keeping, and ongoing personal development.