Estcourt Branch & Universal Advisor

Wesbank; Estcourt; On-site; ZAR 558,000 - 669,000; Full time

Job summary

FNB in Estcourt is seeking Branch Advisor/Universal Advisor talent for future opportunities. You will deliver exceptional customer service, build lasting relationships, and promote banking solutions in line with FAIS and regulatory standards.

The role suits customer-focused professionals with 1–3 years in financial services; Grade 12 is required, with a FAIS-recognized qualification preferred. Join FirstRand's POP network for growth and development.

Qualifications

• Grade 12 / Matric (NQF Level 4) is required.
• NQF Level 5 Certificate in Banking, FAIS, or related qualifications preferred.
• 1 to 3 years’ experience in customer-facing, sales or service in financial services.

Responsibilities

• Build and maintain long-term customer relationships to support retention and growth.
• Deliver exceptional service by understanding customer needs and providing banking and financial solutions.
• Identify opportunities to sell and cross-sell relevant products and services.
• Educate customers on digital, self-service, and e-channel banking platforms.
• Provide compliant financial advice and solutions in line with FAIS requirements.
• Manage leads, referrals, and follow-ups within agreed timelines.
• Achieve individual sales, service, and customer experience targets.
• Maintain accurate customer records and documentation.
• Ensure compliance with FAIS, FICA, TCF and internal governance.
• Stay informed on industry developments and system enhancements.
• Demonstrate professionalism, integrity and ethical conduct.
• Take accountability for personal performance and development.

Skills

Customer service

Relationship management

Communication skills

Interpersonal skills

Regulatory knowledge

Attention to detail

Independent work

Education

Grade 12 / Matric (NQF Level 4)

NQF Level 5 Banking/FAIS qualification

Job description

FNB in Estcourt is seeking Branch Advisor/Universal Advisor talent for future opportunities. You will deliver exceptional customer service, build lasting relationships, and promote banking solutions in line with FAIS and regulatory standards.

The role suits customer-focused professionals with 1–3 years in financial services; Grade 12 is required, with a FAIS-recognized qualification preferred. Join FirstRand's POP network for growth and development.