Digital Banking & Customer Advisor

FirstRand Bank India; Cape Town; Vor Ort; ZAR 300.000 - 420.000; Vollzeit

Zusammenfassung

FirstRand Group's POP team seeks a Universal Advisor to deliver compliant sales and service solutions in a busy branch, while guiding customers to digital channels. You will uphold FAIS, FICA and TCF standards and contribute to a high-quality customer experience.

The role focuses on walking customers through product options, ensuring accurate records, and meeting service benchmarks in a fast-paced environment.

Qualifikationen

• Understanding of FAIS, TCF and regulatory requirements.
• Experience in meeting sales and customer experience targets.
• Solid customer-facing experience in financial services is preferred.

Aufgaben

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch setting.
• Educate customers on banking platforms and migrate to digital/self-service channels.
• Maintain accurate records and ensure compliance with FAIS, FICA, TCF and internal governance.

Kenntnisse

FAIS knowledge

TCF compliance

Sales targets

Customer service

Ausbildung

Grade 12 / NQF Level 4

NQF Level 5 Banking/Finance

Jobbeschreibung

FirstRand Group's POP team seeks a Universal Advisor to deliver compliant sales and service solutions in a busy branch, while guiding customers to digital channels. You will uphold FAIS, FICA and TCF standards and contribute to a high-quality customer experience.

The role focuses on walking customers through product options, ensuring accurate records, and meeting service benchmarks in a fast-paced environment.