Universal Advisor

RMB; Gauteng; Presencial; ZAR 54.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Career development

Branch environment

Descripción de la vacante

FNB is hiring a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch environment. You will engage walk-in and existing customers, educate on digital channels, and migrate customers to e-Channels and self-service options.

The role emphasizes ethical conduct, regulatory compliance, and a strong focus on customer experience, with opportunities for career development within the POP team.

Formación

• Minimum 12th grade education; FAIS knowledge and regulatory compliance expected.
• Experience in customer-facing roles within financial services preferred.
• Strong sales orientation with focus on service quality and ethics.

Responsabilidades

• Engage customers in a positive, professional manner and understand needs to offer banking solutions.
• Educate customers on digital channels, e-Channels and self-service options.
• Process transactions accurately and efficiently while meeting performance benchmarks.
• Manage leads, referrals, and follow-ups within agreed timelines.
• Maintain accurate customer records and ensure FAIS, FICA, and TCF compliance.

Conocimientos

Customer service

Sales proficiency

FAIS compliance

TCF knowledge

Interpersonal skills

Educación

Grade 12

NQF5 Banking

Herramientas

CRM systems

Descripción del empleo

## Universal AdvisorApply: Boksburg: Posted Today: End Date: October 17, 2026 (11 days left to apply): R54189# **Job Description**To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.**Hello Future Universal Advisor** Welcome to **FNB**, the home of the **#changeables**. We are a trusted partner, deeply invested in creating a better world by delivering innovative, integrated, and customer-centric financial solutions.As part of our **FNB Points of Presence (POP)** team, you will be surrounded by unique talent in an inclusive environment that values diversity and collaboration. This role focuses on delivering a seamless, exceptional customer experience within a branch environment while proactively identifying customer needs and providing appropriate banking solutions.As a **Universal Advisor**, you will be responsible for delivering compliant sales and service solutions to walk-in and existing customers in a high-volume service environment. You will ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance while actively promoting digital and self-service channels.Now’s the time to imagine your potential in a team where you can become the best version of yourself.**Are you someone who can:*** Engage customers in a positive and professional manner by being helpful* by living up to our brand promise of “How can we help you?” at all times* Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions* Educate customers on the correct banking platforms suited to their needs to proactively migrate customers to digital, e-Channels, and self-service platforms* Fulfil transactions above set benchmarks while delivering exceptional service* Manage leads, referrals, and customer follow-ups within agreed turnaround times* Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governance* Always conduct yourself in an ethical and professional manner* Take accountability for personal performance, learning, and career development* Stay informed on product offerings, systems, and industry developments* Contribute to team success and adapt to changing customer and business needs**Qualification & Experience Requirement*** **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 experienc**e in customer‐facing environments, service delivery, or client support within financial services**You will be an ideal candidate if you possess the following:*** 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* undefined**You will have access to:**Opportunities to build strong customer relationships within a dynamic POP environmentA challenging, fast-paced branch settingContinuous learning and development aligned to your career pathOpportunities to make a meaningful impact as a brand ambassador within a local marketundefined**You can be a match if you are:**Client-focused with a strong ethical mindsetPassionate about service excellence and problem-solvingConfident in needs-based selling and solution deliveryAgile, adaptable, and comfortable in a high-volume environmentA strong communicator with excellent interpersonal skillsResults-driven with strong planning and organisational skillsDetail-oriented with high compliance awarenessAble to work independently and collaboratively within a team**Apply now** if you are ready to take the next step in your career as an **FNB Points of Presence: Universal Advisor**. We look forward to engaging with you!All appointments will be made in line with **FirstRand Group’s Employment Equity Plan**. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information on a voluntary basis. This information will be kept confidential unless required by law. Please note that this position is for branches in the East Rand and the Johannesburg South area