In-Branch Banking & Digital Solutions Advisor

Fnbnamibia; Cape Town; On-site; ZAR 513,000 - 695,000; Full time

Job summary

FNB in Cape Town seeks a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch. You will guide customers to the right channels, promote digital self-service, and ensure interactions align with FAIS, FICA, TCF, and governance.

You will drive needs-based selling, manage leads and follow-ups, and maintain accurate customer records while upholding regulatory requirements.

Qualifications

• FAIS and TCF knowledge essential
• 1–3 years in customer-facing roles in financial services preferred
• Strong ethical mindset and compliance awareness

Responsibilities

• Provide compliant sales and service solutions to walk-in and existing customers
• Educate customers on appropriate banking platforms and migrate to digital/self-service channels
• Engage customers professionally to meet or exceed service and sales targets
• Maintain accurate customer records and ensure regulatory compliance

Skills

Customer service

FAIS knowledge

TCF compliance

Regulatory compliance

Sales targets

Education

Grade 12 / NQF 4

NQF 5 Banking/Business cert

Job description

FNB in Cape Town seeks a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch. You will guide customers to the right channels, promote digital self-service, and ensure interactions align with FAIS, FICA, TCF, and governance.

You will drive needs-based selling, manage leads and follow-ups, and maintain accurate customer records while upholding regulatory requirements.