In-Branch Banking Solutions Advisor

Fnbnamibia; Cape Town; On-site; ZAR 556,000 - 666,000; Full time

Job summary

FNB in Cape Town is seeking a Universal Advisor to deliver exceptional customer service in a busy branch environment. You will identify customer needs, provide appropriate banking solutions, and promote digital channels to customers.

The role emphasizes compliance with FAIS, FICA and TCF, along with ethical conduct, accuracy in record-keeping, and a strong focus on customer experience and cross-selling opportunities.

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 in a high-volume branch environment.
• Identify customer needs and offer appropriate banking and financial solutions.
• Educate customers on digital, e-Channels and self-service platforms to migrate to these channels.
• Process transactions and meet service and sales targets with accuracy and integrity.
• Maintain accurate customer records and ensure compliance with FAIS, FICA and TCF.

Skills

Regulatory compliance

Customer service

Needs-based selling

Communication

Education

Grade 12 / NQF 4

NQF Level 5 Banking certificate

Job description

FNB in Cape Town is seeking a Universal Advisor to deliver exceptional customer service in a busy branch environment. You will identify customer needs, provide appropriate banking solutions, and promote digital channels to customers.

The role emphasizes compliance with FAIS, FICA and TCF, along with ethical conduct, accuracy in record-keeping, and a strong focus on customer experience and cross-selling opportunities.