Digital Banking & Self-Service Advisor

FirstRand Bank India; Pretoria; On-site; ZAR 240,000 - 360,000; Full time

Job summary

FNB is seeking a Universal Advisor to deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment. The role focuses on customer needs, migration to digital channels and adherence to FAIS, FICA and TCF principles while promoting self-service options.

The ideal candidate will have a strong customer service mindset, ability to cross-sell responsibly, and a commitment to ethical conduct within a dynamic POP environment.

Qualifications

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

Responsibilities

• Engage customers in a positive and professional manner.
• Identify customer needs and offer banking solutions.
• Educate customers on digital and self-service channels.
• Ensure compliant sales and service delivery in a high-volume branch environment.
• Maintain accurate customer records and adhere to FAIS, FICA and TCF.

Skills

Customer service

Sales ability

Interpersonal skills

Ethical mindset

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking

Job description

FNB is seeking a Universal Advisor to deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment. The role focuses on customer needs, migration to digital channels and adherence to FAIS, FICA and TCF principles while promoting self-service options.

The ideal candidate will have a strong customer service mindset, ability to cross-sell responsibly, and a commitment to ethical conduct within a dynamic POP environment.