Branch Banking Solutions Advisor

RMB; Jacobsdal; On-site; ZAR 201,000 - 312,000; Full time

Job summary

First National Bank in Jacobsdal is seeking a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch. You will help customers choose the right banking products, guide them to digital channels, and ensure transactions align with FAIS, FICA and TCF standards.

Join a team focused on ethical service, customer care, and continuous learning, with opportunities to grow within FirstRand Group's POP environment and contribute to the local market's success.

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS areas.
• 1–3 years of experience in customer-facing environments within financial services.
• Strong understanding of FAIS, TCF principles, and regulatory compliance.
• Must not be an unrehabilitated insolvent.

Responsibilities

• Deliver compliant sales and service solutions to walk-in and existing customers.
• Educate customers on banking platforms and migrate to e-Channels and self-service.
• Fulfil transactions while meeting set benchmarks with high service quality.
• Manage leads, referrals, and customer follow-ups within agreed turnaround times.
• Maintain accurate customer records and ensure FAIS, FICA, and internal governance compliance.

Skills

Customer service

FAIS compliance

TCF awareness

Sales targets

Communication skills

High-volume work

Education

Grade 12 / NQF 4

NQF 5 Banking certificate

Job description

First National Bank in Jacobsdal is seeking a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch. You will help customers choose the right banking products, guide them to digital channels, and ensure transactions align with FAIS, FICA and TCF standards.

Join a team focused on ethical service, customer care, and continuous learning, with opportunities to grow within FirstRand Group's POP environment and contribute to the local market's success.