Digital Banking Advisor — Customer Solutions

RMB

Midrand

On-site

ZAR 591,000 - 670,000

Full time

3 days ago
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Job summary

FNB in Midrand is seeking a Universal Advisor to deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch setting. You will promote digital channels and provide tailored banking solutions while adhering to FAIS, FICA, and TCF principles.

The role emphasizes customer experience, ethical conduct, and hands-on support in a dynamic POP environment with opportunities for learning and career growth.

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

  • Engage customers in a positive and professional manner in branch encounters.
  • Educate customers on the correct banking platforms and proactively migrate to digital, e-Channels, and self-service platforms.
  • Fulfil transactions above set benchmarks while delivering exceptional service.
  • Manage leads, referrals, and customer follow-ups within agreed turnaround times.
  • Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governance.

Skills

Customer service orientation
Sales-focused
Communication skills
Ethical conduct

Education

Grade 12/NQF Level 4
NQF Level 5 Certificate in Banking/Business Administration/Customer Service

Job description

FNB in Midrand is seeking a Universal Advisor to deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch setting. You will promote digital channels and provide tailored banking solutions while adhering to FAIS, FICA, and TCF principles.

The role emphasizes customer experience, ethical conduct, and hands-on support in a dynamic POP environment with opportunities for learning and career growth.

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