Digital & In-Branch Banking Advisor

FirstRand Bank Limited; Daniëlskuil; On-site; ZAR 240,000 - 360,000; Full time

Job summary

FirstRand Bank Limited is inviting applications for a Universal Advisor role, focused on delivering compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment. The position emphasizes ethical conduct, digital channel promotion, and timely customer problem solving.

You will support customers with banking needs, explain platform options, and ensure records and processes align with FAIS, FICA, and TCF guidelines while contributing to team success.

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
• Educate customers on correct banking platforms and migrate to digital/self-service channels
• 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 regulatory compliance (FAIS, FICA, TCF)

Skills

Customer service

Sales

Regulatory compliance

Communication skills

Problem solving

Education

Grade 12/NQF 4

NQF 5 Certificate in Banking or related field

Job description

FirstRand Bank Limited is inviting applications for a Universal Advisor role, focused on delivering compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment. The position emphasizes ethical conduct, digital channel promotion, and timely customer problem solving.

You will support customers with banking needs, explain platform options, and ensure records and processes align with FAIS, FICA, and TCF guidelines while contributing to team success.