In-Branch Banking Advisor: Customer Solutions

Wesbank; Gauteng; On-site; ZAR 120,000 - 170,000; Full time

Job summary

FNB Points of Presence seeks a Universal Advisor to deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch setting. You will promote digital self-service channels, educate customers on banking platforms, and ensure ethical, value-driven interactions aligned to FAIS, FICA and governance.

You will build customer relationships, maintain records, and contribute to team success in a fast-paced environment while meeting service and sales targets.

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4.
• Strong understanding of FAIS, TCF principles and regulatory compliance.
• 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, living up to the brand promise: How can we help you?
• Understand customer needs to identify, sell, and cross-sell banking and financial solutions.
• Educate customers on correct banking channels and migrate to digital, e-Channels, and self-service platforms.
• Fulfils transactions above set benchmarks while delivering exceptional service and maintains accurate customer records.

Skills

FAIS knowledge

TCF adherence

Customer service

Education

Grade 12 / NQF4

Job description

FNB Points of Presence seeks a Universal Advisor to deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch setting. You will promote digital self-service channels, educate customers on banking platforms, and ensure ethical, value-driven interactions aligned to FAIS, FICA and governance.

You will build customer relationships, maintain records, and contribute to team success in a fast-paced environment while meeting service and sales targets.