Universal Advisor

Wesbank; Port Shepstone; On-site; ZAR 553,000 - 663,000; Full time

Job summary

FNB Points of Presence: Universal Advisor in Port Shepstone delivers a customer-centric banking experience in a busy branch. You will identify needs, recommend banking and financial solutions and guide customers to the most suitable channels.

The role emphasizes compliance with FAIS, FICA and TCF, while promoting e-Channels and self-service tools to enhance convenience and efficiency for customers.

Qualifications

• Knowledge of FAIS, TCF principles and regulatory compliance.
• Ability to meet sales, service and customer-experience targets.
• Must be able to work in a high-volume branch environment.

Responsibilities

• Deliver compliant sales and service solutions for walk-in and existing customers.
• Educate customers on banking platforms and migrate to digital/self-service channels.
• Maintain accurate customer records and ensure adherence to FAIS, FICA, TCF and internal governance.

Skills

Customer service

Sales experience

Communication skills

Needs-based selling

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking certificate

Job description

## Universal AdvisorApply: Port Shepstone: Full time: Posted Today: End Date: October 22, 2026 (7 days left to apply): R54478# **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 **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 **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!