Universal Advisor

FirstRand Bank India; Roodepoort; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Dynamic POP environment

Continuous learning and development

Brand ambassador within local market

Job summary

First National Bank (FNB) invites applications for a Universal Advisor within the POP team. The role focuses on delivering compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment, while promoting digital channels.

You will identify customer needs, provide banking solutions, and ensure transactions meet service benchmarks, all within FAIS, FICA, TCF, and governance guidelines.

Qualifications

• Knowledge of FAIS, TCF principles and regulatory compliance.
• Proven ability to meet sales, service, and customer experience targets.
• Must not be an unrehabilitated insolvent.

Responsibilities

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment.
• Identify customer needs and provide appropriate banking and financial solutions.
• Proactively migrate customers to digital and self-service channels.

Skills

FAIS

TCF principles

Regulatory compliance

Sales targets

Customer service

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking / related fields

Job description

Job Description

To provide an efficient and professional service to all international inbound and outbound travelers through the sales, service and delivery of International Banking travel products and services. Offer value added solutions whilst adhering to policy and procedures.

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 undefined

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 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.

12/10/26

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.