Part-Time Banking Advisor – Customer Solutions

RMB SA; Robertson; On-site; ZAR 555,000 - 665,000; Part time

Job summary

FNB Robertson is seeking a Universal Advisor to deliver compliant banking solutions in a high-volume branch. You will greet customers, identify needs, and steer them toward digital channels while ensuring FAIS, FICA and TCF compliance.

The role focuses on value-driven interactions and cross-selling appropriate banking solutions. As part of the POP team, you will be responsible for delivering sales and service in a manner that supports regulatory requirements, while maintaining accurate records,

Qualifications

• Strong understanding of FAIS, TCF principles, and regulatory compliance.
• Proven ability to meet sales, service, and customer experience targets.
• Must not be an unrehabilitated insolvent.

Responsibilities

• Engage customers in a positive and professional manner in a branch environment.
• Educate customers on correct banking platforms and migrate to e-Channels/self-service.
• Fulfil transactions meeting set benchmarks and deliver exceptional service.
• Manage leads, referrals and follow-ups within agreed turnaround times.
• Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF and governance.
• Stay informed on product offerings, systems and industry developments.

Skills

Customer service

Needs-based selling

Communication skills

Problem solving

Education

Grade 12

NQF Level 5 Certificate

Job description

FNB Robertson is seeking a Universal Advisor to deliver compliant banking solutions in a high-volume branch. You will greet customers, identify needs, and steer them toward digital channels while ensuring FAIS, FICA and TCF compliance.

The role focuses on value-driven interactions and cross-selling appropriate banking solutions. As part of the POP team, you will be responsible for delivering sales and service in a manner that supports regulatory requirements, while maintaining accurate records,