Branch Universal Advisor: Digital & Customer Solutions

FirstRand Limited; Cape Town; On-site; ZAR 603,000 - 692,000; Full time

Job summary

FirstRand Limited, through FNB POP, seeks a Universal Advisor in Cape Town to deliver compliant sales and service in a busy branch. You will engage customers, understand needs, offer banking solutions, and guide them to digital self-service options while maintaining strict FAIS, FICA, and TCF adherence.

You will be part of a diverse POP team focused on delivering exceptional customer experiences, with opportunities for ongoing learning and development in a fast-paced environment.

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 and live up to the brand promise "How can we help you?"
• Identify customer needs to offer appropriate banking and financial solutions
• Educate customers on correct banking platforms and migrate to digital channels and self-service tools
• Fulfil transactions accurately while delivering excellent service
• Maintain accurate customer records and ensure compliance with FAIS, FICA and TCF
• Work ethically, take accountability for performance and development
• Stay informed on product offerings and systems and contribute to team success

Skills

Customer service

Sales

Communication

Regulatory compliance

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking

Job description

FirstRand Limited, through FNB POP, seeks a Universal Advisor in Cape Town to deliver compliant sales and service in a busy branch. You will engage customers, understand needs, offer banking solutions, and guide them to digital self-service options while maintaining strict FAIS, FICA, and TCF adherence.

You will be part of a diverse POP team focused on delivering exceptional customer experiences, with opportunities for ongoing learning and development in a fast-paced environment.