Customer-Centric Banking Advisor — Digital Channel Advocate

RMB; Pretoria; Vor Ort; ZAR 180.000 - 240.000; Vollzeit

Zusammenfassung

FNB in Pretoria is hiring a Universal Advisor to deliver compliant sales and service in a high-volume branch. You will engage customers, assess needs, guide them to appropriate channels, and promote digital self-service while following FAIS, FICA, and TCF.

Ideal candidates have Grade 12 and 1–3 years in customer-facing financial services roles, with a strong ethics mindset and ability to build trusted relationships in a busy environment.

Qualifikationen

• Minimum Grade 12/NQF Level 4 plus relevant banking knowledge.
• 1–3 years in customer-facing environments within financial services.
• Must comply with FAIS, FICA and TCF regulations.

Aufgaben

• Engage customers in a positive, professional manner and identify needs.
• Sell, cross-sell, and provide appropriate banking solutions.
• Educate customers on banking platforms and migrate to digital channels.
• Handle transactions to standard benchmarks and maintain records.
• Manage leads/referrals and follow up within agreed timelines.
• Ensure ethical conduct and compliance with internal governance.

Kenntnisse

FAIS/TCF knowledge

Regulatory compliance

Sales & targets

Customer service focus

Ausbildung

Grade 12 / NQF Level 4

NQF Level 5 certificate in banking/related

Jobbeschreibung

FNB in Pretoria is hiring a Universal Advisor to deliver compliant sales and service in a high-volume branch. You will engage customers, assess needs, guide them to appropriate channels, and promote digital self-service while following FAIS, FICA, and TCF.

Ideal candidates have Grade 12 and 1–3 years in customer-facing financial services roles, with a strong ethics mindset and ability to build trusted relationships in a busy environment.