Universal Advisor

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

Universal AdvisorBy clicking \"Accept\", you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Click here to read our cookie policy.### Universal AdvisorApply: Robertson: Part time: Posted Today: End Date: October 30, 2026 (6 days left to apply): R54698# **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.# # **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.**30/10/26All 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.