Universal Advisor

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

Job summary

FirstRand Bank Limited is seeking a Universal Advisor to deliver compliant sales and service solutions within a high-volume branch setting. You will work to identify customer needs, promote digital channels, and maintain strong governance while delivering an exceptional customer experience.

The role emphasizes ethical conduct, ongoing learning, and active contribution to team success in a dynamic POP environment. Relevant FAIS/TCF knowledge is essential.

Qualifications

• Must have FAIS and TC F familiarity.
• Strong customer service and sales mindset.
• Ability to meet sales and customer experience targets.

Responsibilities

• Engage customers in a positive and professional manner.
• Identify needs and provide banking solutions.
• Educate customers on digital channels and self-service platforms.
• Process transactions accurately and efficiently.
• Maintain compliant customer records and governance.

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking or related field

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.

Role Overview

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.

Key Responsibilities

• 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

Qualifications & Experience

• 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

Ideal Candidate Attributes

• 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 & Opportunities

• 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

Match Criteria

• 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

Closing Date

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

Employment Equity & Diversity

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.