Branch Universal Advisor — Customer & Digital Banking

FirstRand Limited; Pretoria; On-site; ZAR 558,000 - 668,000; Full time

Job summary

FNB POP Universal Advisor in Pretoria is seeking a customer-focused professional to deliver compliant sales and service in a high-volume branch setting. You will guide customers to the right channels, promote digital banking, and maintain accurate records while upholding FAIS, FICA and TCF principles.

The role emphasizes customer experience, ethical conduct, and ongoing learning within FirstRand Group’s governance framework. Apply now to join a dynamic team within a local market.

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service or related fields recognized by FAIS.
• 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, helping them with needs and solutions.
• Educate customers on correct banking platforms and migrate to digital, e-Channels and self-service.
• Fulfil transactions and meet set benchmarks while delivering exceptional service.
• Manage leads, referrals, and customer follow-ups within agreed turnaround times.
• Maintain accurate customer records and ensure FAIS, FICA, TCF and internal governance compliance.
• Demonstrate ethical conduct and take accountability for personal performance and career development.

Skills

Customer service

Sales

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking/Business Admin/Customer Service

Job description

FNB POP Universal Advisor in Pretoria is seeking a customer-focused professional to deliver compliant sales and service in a high-volume branch setting. You will guide customers to the right channels, promote digital banking, and maintain accurate records while upholding FAIS, FICA and TCF principles.

The role emphasizes customer experience, ethical conduct, and ongoing learning within FirstRand Group’s governance framework. Apply now to join a dynamic team within a local market.