Client-Focused Banking Advisor (In-Branch & Digital)

FirstRand Limited; Rustenburg; On-site; ZAR 210,000 - 270,000; Full time

Job summary

FirstRand Limited through its FNB Points of Presence branch network invites applications for a Universal Advisor role. In a high-volume branch, you will deliver compliant sales and service solutions, educate customers on digital channels, and migrate clients to self-service platforms.

You will engage customers with a brand promise of “How can we help you?” while upholding FAIS and TCF governance. A 12th grade or higher is required, with 1–3 years in financial services and strong ethics and

Qualifications

• FAIS and TCF regulatory compliance knowledge.
• Experience in sales, service, or customer support within financial services.
• Strong ethical, client-focused mindset.
• Ability to sell based on customer needs and provide solutions.

Responsibilities

• Engage customers in a professional manner and identify needs.
• Educate customers on digital channels, e-Channels, and self-service.
• Process transactions accurately and meet performance benchmarks.
• Manage leads, referrals, and follow-ups within agreed timelines.
• Maintain accurate customer records and ensure regulatory compliance.

Skills

FAIS knowledge

TCF compliance

Sales skills

Customer service

Communication

Problem solving

Education

Grade 12 / NQF 4

NQF 5 Banking / related field

Job description

FirstRand Limited through its FNB Points of Presence branch network invites applications for a Universal Advisor role. In a high-volume branch, you will deliver compliant sales and service solutions, educate customers on digital channels, and migrate clients to self-service platforms.

You will engage customers with a brand promise of “How can we help you?” while upholding FAIS and TCF governance. A 12th grade or higher is required, with 1–3 years in financial services and strong ethics and