Branch Banking Solutions Advisor

Wesbank; Durban; On-site; ZAR 510,000 - 690,000; Full time

Job summary

FNB’s Universal Advisor role in a busy Durban branch focuses on delivering compliant sales and service solutions to walk-in and existing customers. You will promote digital channels while ensuring FAIS, FICA, and TCF compliance, and deliver value through a high-quality customer experience.

The position emphasizes needs-based selling, strong communication, and teamwork in a fast-paced environment, with ongoing learning and career development opportunities within the POP team.

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS-recognised fields.
• 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services.

Responsibilities

• Engage customers in a positive and professional manner to understand needs and provide appropriate banking solutions.
• Educate customers on correct banking platforms and migrate to digital, e-Channels, and self-service platforms.
• Fulfil transactions above set benchmarks while delivering exceptional service.
• 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 focus

Communication skills

Needs-based selling

Compliance awareness

High-volume environment

Ethical mindset

Education

Grade 12 / NQF4

NQF5 Certificate in Banking

Job description

FNB’s Universal Advisor role in a busy Durban branch focuses on delivering compliant sales and service solutions to walk-in and existing customers. You will promote digital channels while ensuring FAIS, FICA, and TCF compliance, and deliver value through a high-quality customer experience.

The position emphasizes needs-based selling, strong communication, and teamwork in a fast-paced environment, with ongoing learning and career development opportunities within the POP team.