In-Branch Banking Advisor: Serve, Sell & Digital Guidance

Wesbank; Midrand; On-site; ZAR 502,000 - 681,000; Full time

Benefits offered by this job

Career development

Industry training

Job summary

FNB POP in Midrand seeks a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch setting. You will engage walk-in and existing customers, identify needs, and offer relevant banking products while promoting e-channels and self-service options.

The role emphasizes FAIS, FICA, TCF compliance, and ethical conduct, with opportunities for development within a dynamic POP environment and opportunities to contribute as a local market ambassador.

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 by living up to the brand promise, and identify customer needs to offer appropriate banking solutions.
• Educate customers on suitable banking platforms and proactively migrate them to digital channels.
• Process transactions accurately, manage leads, referrals and follow-ups within agreed turnaround times, and maintain compliant customer records.

Skills

Customer service

Sales skills

Regulatory compliance

Communication skills

Education

Grade 12 / NQF 4

NQF Level 5 Banking/Business Admin

Job description

FNB POP in Midrand seeks a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch setting. You will engage walk-in and existing customers, identify needs, and offer relevant banking products while promoting e-channels and self-service options.

The role emphasizes FAIS, FICA, TCF compliance, and ethical conduct, with opportunities for development within a dynamic POP environment and opportunities to contribute as a local market ambassador.