Customer-Centric Banking Advisor — In-Branch & Digital

FirstRand Bank Limited; Hout Bay; Presencial; ZAR 260 000 - 360 000; Tempo integral

Resumo da oferta

FirstRand Bank Limited in South Africa seeks a Universal Advisor to deliver compliant sales and service solutions within a high-volume branch. You will assist walk-in and existing customers, guiding them to digital channels while ensuring FAIS, FICA and TCF alignment and maintaining accurate records.

You will thrive in a fast-paced environment, stay informed on banking products, and contribute to team success while delivering exceptional customer experiences and building lasting customer

Qualificações

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields.
• 1–3 years of experience in customer-facing environments within financial services.

Responsabilidades

• Engage customers professionally and identify banking needs.
• Educate customers on correct banking platforms and migrate to digital channels.
• Fulfil transactions meeting set benchmarks with excellent service.
• Manage leads, referrals and follow-ups within agreed turnaround times.
• Maintain accurate customer records ensuring FAIS, FICA and TCF compliance.
• Stay informed on product offerings and industry developments.
• Contribute to team success and adapt to changing needs.

Conhecimentos

Customer service

Sales

Communication

FAIS knowledge

Formação académica

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields

Descrição da oferta de emprego

FirstRand Bank Limited in South Africa seeks a Universal Advisor to deliver compliant sales and service solutions within a high-volume branch. You will assist walk-in and existing customers, guiding them to digital channels while ensuring FAIS, FICA and TCF alignment and maintaining accurate records.

You will thrive in a fast-paced environment, stay informed on banking products, and contribute to team success while delivering exceptional customer experiences and building lasting customer