In-Branch Banking Solutions Advisor

Wesbank; Midrand; Vor Ort; ZAR 558.000 - 668.000; Vollzeit

Zusammenfassung

FNB Universal Advisor role in Midrand focuses on delivering compliant sales and service solutions in a high-volume branch environment. You will engage walk-in and existing customers, promote digital channels, and ensure ethical, standards-based interactions.

The position emphasizes FAIS/TCF compliance, accurate record-keeping, and ongoing development within FirstRand Group's framework.

Qualifikationen

• 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.

Aufgaben

• Engage customers in a positive and professional manner in branch interactions.
• Educate customers on banking platforms and migrate to digital/self-service channels.
• Execute transactions and meet service benchmarks while delivering accurate advice.
• Manage leads, referrals and follow-ups within agreed timelines.
• Maintain accurate customer records and ensure SA regulatory compliance.

Kenntnisse

FAIS basics

TCF principles

Customer service

Sales skills

Regulatory compliance

Ausbildung

Grade 12 / NQF 4

NQF5 Banking Certificate

Jobbeschreibung

FNB Universal Advisor role in Midrand focuses on delivering compliant sales and service solutions in a high-volume branch environment. You will engage walk-in and existing customers, promote digital channels, and ensure ethical, standards-based interactions.

The position emphasizes FAIS/TCF compliance, accurate record-keeping, and ongoing development within FirstRand Group's framework.