Universal Advisor

FirstRand Bank; Hout Bay; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Branch environment

Continuous learning

Career growth

Job summary

FirstRand Bank is hiring a Universal Advisor to deliver compliant sales and service solutions in a busy branch setting. You will proactively identify customer needs and guide them to appropriate banking solutions while promoting digital and self-service channels.

The role focuses on ethical, value-driven interactions within FAIS, FICA, and TCF frameworks, ensuring best-in-class customer experience across FirstRand POP environments.

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

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume service environment.
• Ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, TCF and governance.
• Promote digital and self-service channels while assisting customers.

Skills

Customer service

Ethical mindset

Sales orientation

Strong communicator

Interpersonal skills

Problem solving

Planning & organisation

Independence & teamwork

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking certificate

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 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.

Qualifications & 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

Ideal candidate

• 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

Benefits & Perks

• 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

Ideal candidate qualities

• 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 may disclose disability 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.

16/11/26

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.