Client-Centric Banking Advisor

firstrand; Pinetown; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Group's FNB Universal Advisor role focuses on delivering compliant sales and service solutions to walk-in and existing customers in a high-volume branch setting. You will promote digital channels and self-service, while ensuring FAIS, FICA, and TCF compliance and accurate customer records.

You will identify customer needs, cross-sell appropriate banking solutions, manage leads, and maintain high ethical standards 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

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume service environment.
• Promote digital and self-service channels and migrate customers to eChannels and Self Service.
• Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governance.
• Identify customer needs and provide appropriate banking solutions.
• Manage leads, referrals, and customer follow-ups within agreed turnaround times.

Skills

Customer service

Sales oriented

Regulatory compliance

Communication skills

Education

Grade 12 / NQF 4

Job description

FirstRand Group's FNB Universal Advisor role focuses on delivering compliant sales and service solutions to walk-in and existing customers in a high-volume branch setting. You will promote digital channels and self-service, while ensuring FAIS, FICA, and TCF compliance and accurate customer records.

You will identify customer needs, cross-sell appropriate banking solutions, manage leads, and maintain high ethical standards in a fast-paced environment.