FNB Community Advisor DHA

Wesbank

Cape Town

On-site

ZAR 180,000 - 240,000

Full time

10 days ago
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Job summary

WesBank in Cape Town is seeking a customer advisor for a 12-month fixed-term contract. The role focuses on delivering an exceptional customer experience by understanding needs, offering tailored banking solutions, and guiding clients to the best service channels.

You will build relationships, explain processes clearly, ensure policy compliance, and aim to exceed targets with a customer-centric approach. Strong communication and problem-solving skills are essential.

Qualifications

  • Minimum qualification: Grade 12.
  • 1–3 years in customer-facing environments.
  • Understanding of banking products and regulatory rules.

Responsibilities

  • Build and maintain client relationships.
  • Provide a positive customer experience and meet expectations.
  • Explain processes and requirements clearly.
  • Ensure compliance with rules and procedures.
  • Educate customers on Banking platforms aligned to needs.
  • Demonstrate the brand promise: 'how can we help you?'.
  • Analyse customer data to tailor solutions.
  • Achieve sales targets with integrated financial solutions.
  • Show empathy and stay updated on industry trends.

Skills

Customer-centric
Communication
Problem solving
Sales skills
Attention to detail
Interpersonal skills

Education

Grade 12
NQF5 Banking
FAIS recognised

Job description

Job Description

To deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with established policies, processes, and service standards.

Hello Future FNB Community Advisor DHA Welcome to FNB, the home of the #changeables. We strive to be a trusted partner helping to create a better world by providing an innovative, contextual, and integrated financial solutions. As part of our team in FNB Points of Presence (POP), you will be surrounded by unique talents, and an inclusive environment which value our differences and that lives up to the promise of being deeply invested. Now's the time to imagine your potential in a team where you can become the best version of yourself.

Please note that this is a 12 Month Fixed Term Contract (Department of Home Affairs Initiative)

Responsibilities
  • Build and maintain strong relationships with clients.
  • Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
  • Effectively communicate with clients and have the ability to explain processes and requirements in a simple manner.
  • Ensure compliance with rules and processes and has attention to detail.
  • Educate customers to the correct Banking platform aligned with their needs.
  • Connect with our customers by living up to our brand promise of "how can we help you?" at all times.
  • Analyse customer data and recommend tailored solutions.
  • Achieve sales results by providing contextual and integrated financial solutions to customers.
  • Conduct yourself in an ethical manner.
  • Takes accountability for own performance, personal and career development.
  • Show empathy with customers.
  • Stay updated on industry trends and product knowledge.
  • Maximize channel optimisation opportunities identified aligned to customer needs.
  • Ensure activities support cost containment and reduction.
  • Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
  • Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
Qualification & Experience Requirement

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

You will have access to
  • Opportunities to build relationships as part of a dynamic team.
  • A challenging working environment
  • Personal and professional growth
  • Opportunities to have an impact in a local market as a brand ambassador.
You can be a match if you are
  • Customer Centric.
  • Enjoy solving problems.
  • Persuasive selling skills
  • Able to understand rules in a regulated environment.
  • Agile and Flexible
  • Strong communication and interpersonal skills
  • Have a results-driven attitude with a passion for exceeding targets.
  • Have excellent Organisational skills and attention to detail.
Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

11/09/26

Equal Opportunity Statement

All appointments will be made in line with FirstRand Group's Employment Equity plan.

The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group's purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.

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