Customer-First Banking Advisor: Solutions & Digital Channels

RMB Nigeria Limited; Pinetown; On-site; ZAR 210,000 - 320,000; Full time

Job summary

FNB in Pinetown is hiring a Universal Advisor to deliver compliant sales and service in a high-volume branch. You will engage walk-in and existing customers, identify needs, and offer suitable banking solutions while guiding customers to eChannels and self-service options.

The role emphasizes FAIS, FICA, TCF compliance, ethical conduct, and a focus on digital migration. Candidates should have Grade 12 and 1–3 years in financial services, with a preference for an NQF 5 certificate.

Qualifications

• Minimum Grade 12 with NQF 4 or equivalent.
• 1–3 years in customer-facing roles within financial services.
• Knowledge of FAIS, FICA and TCF principles.

Responsibilities

• Engage customers professionally and identify needs to offer banking solutions.
• Educate customers on digital channels and self-service options.
• Process transactions accurately and meet service targets.
• Manage leads, referrals and follow-ups within turnaround times.
• Maintain accurate customer records and ensure compliance.
• Promote ethical behavior and personal development.
• Stay informed on product offerings and system updates.
• Contribute to team success in a dynamic POP environment.

Skills

Customer service

Sales skills

Communication

Regulatory compliance

Education

Grade 12 / NQF 4

NQF 5 Banking certificate

Job description

FNB in Pinetown is hiring a Universal Advisor to deliver compliant sales and service in a high-volume branch. You will engage walk-in and existing customers, identify needs, and offer suitable banking solutions while guiding customers to eChannels and self-service options.

The role emphasizes FAIS, FICA, TCF compliance, ethical conduct, and a focus on digital migration. Candidates should have Grade 12 and 1–3 years in financial services, with a preference for an NQF 5 certificate.