Digital Banking & Customer Solutions Advisor

RMB; Port Shepstone; On-site; ZAR 603,000 - 781,000; Full time

Job summary

FNB is hiring a Universal Advisor in Port Shepstone to deliver compliant sales and service solutions in a high-volume branch, guiding customers to suitable channels and banking products while adhering to FAIS, FICA and TCF.

You will engage customers professionally, migrate them to digital channels, manage leads, keep accurate records, and strive for exceptional service. Qualifications include Grade 12, 1–3 years in customer-facing roles, and familiarity with regulatory requirements.

Qualifications

• 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.
• Knowledge of FAIS, FICA and TCF principles.

Responsibilities

• Engage customers in a positive, professional manner and identify their needs.
• Sell and cross-sell products aligned to customer needs.
• Educate customers on digital channels and migrate to e-Channels and self-service.
• Manage leads and referrals and maintain accurate customer records.

Skills

Customer service

Sales skills

Communication

Regulatory compliance

Education

Grade 12 / NQF Level 4

NQF Level 5 certificate in Banking / Business Admin / Customer Service

Job description

FNB is hiring a Universal Advisor in Port Shepstone to deliver compliant sales and service solutions in a high-volume branch, guiding customers to suitable channels and banking products while adhering to FAIS, FICA and TCF.

You will engage customers professionally, migrate them to digital channels, manage leads, keep accurate records, and strive for exceptional service. Qualifications include Grade 12, 1–3 years in customer-facing roles, and familiarity with regulatory requirements.