Universal Advisor

FirstRand Bank India; Gqeberha; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Bank's Universal Advisor role in a busy branch environment focuses on delivering compliant sales and service solutions to walk-in and existing customers, while guiding them to digital and self-service channels. You will act as a brand ambassador and uphold governance.

The ideal candidate will have Grade 12, 1–3 years of customer-facing experience in financial services, a solid understanding of FAIS/TCF, and strong communication skills to build relationships and achieve targets.

Qualifications

• Minimum qualification is Grade 12 / NQF4.
• Preferred NQF5 Certificate in Banking, Business Admin, or related fields recognized by FAIS.
• 1–3 years of experience in customer-facing environments within financial services.

Responsibilities

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment.
• Promote digital and self-service channels to customers while ensuring ethical interactions.
• Maintain accurate customer records and ensure compliance with FAIS, FICA and TCF governance.
• Identify customer needs and provide appropriate banking and financial solutions.
• Proactively manage leads, referrals, and follow-ups within agreed timelines.

Skills

Customer service

Sales

Banking products

Relationship building

Regulatory knowledge

Education

Grade 12 / NQF4

NQF Level 5 Certificate in Banking/Business Admin/related

Job description

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 ourFNB 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 proactivelyidentifyingcustomer needs and providingappropriate bankingsolutions.

As a Universal Advisor , you willbe responsible fredag 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 governancewhile 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 ina positive and professionalmannerby being helpful

• by living up to our brand promise of"How can we help you?"at all times

• Understand customer needstoidentify, sell, and cross‑sell products aligned to customer needsandprovideappropriate bankingand financial solutions

• Educate customers on the correct banking platforms suited to their needsto 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

• Maintainaccuratecustomer 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 inBanking, Business Administration, Customer Service, or related fields recognized by FAIS

• 1–3 years of experienc ein customer‑facing environments, service delivery, or client support within financial services

You will be an ideal candidate if youpossessthe 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

You will have access to:

• Opportunities to build strong customer relationships within a dynamic POP environment

• A challenging, fast‑paced branch setting

• Continuous learning and development aligned to your career path

• Opportunities to make a meaningful impact as a brand ambassador within a local market

You can be a match if you are:

• Client-focused with a strong ethical mindset

• Passionate about service excellence and problem‑solving

• Confident in needs‑based selling and solution delivery

• Agile, adaptable, and comfortable in a high‑volume environment

• A strong communicator with excellent interpersonal skills

• Results‑driven with strong planning and organisational skills

• Detail‑oriented with high compliance awareness

• Able to work independently and collaboratively within a team

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 maydisclosedisability information on a voluntary basis. This information will be kept confidential unless required by law.

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

09/09/26

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. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.