Universal Advisor

firstrand; Swellendam; On-site; ZAR 180,000 - 250,000; Full time

Job summary

A leading company in the banking sector is seeking a customer-focused individual to enhance customer interactions and optimize product solutions. The role requires ethical conduct and dedication to improving customer experience, ensuring compliance with business procedures. Ideal candidates will possess strong communication skills and a proactive approach to customer service.

Qualifications

• Must be helpful and sensitive to customer needs.
• Ability to cross-sell products based on customer needs.
• Adhere to ethical standards and principles.

Responsibilities

• Provide a positive customer experience and direct to appropriate channels.
• Maximize channel optimization opportunities aligned to customer needs.
• Comply with business guidelines and optimize customer interactions.

Skills

Customer Experience

Communication

Problem Solving

Job description

Time left to apply: End Date: June 27, 2025 (1 day left to apply)

Job requisition id: R30703

Job Description

To provide a positive customer experience by being helpful and sensitive to customer needs, expectations, and providing product solutions, including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.

• Connect with our customers by living up to our brand promise of "how we can help you" at all times.
• Converse with our customers in a way they fully understand and provide helpful solutions and products based on their needs.
• Always conduct themselves in an ethical manner.
• Adhere to the TCF (Treating Customer Fairly) principles in all that you do.
• Identify and sell/cross-sell products aligned to customer needs.
• Maximize channel optimization opportunities aligned to customer needs.
• Ensure activities support cost containment and reduction.
• Optimize every customer interaction to migrate or convert customers to eChannels and/or encourage use of digital and self-service channels.
• Always comply with procedures and processes contained in the relevant business guidelines and understand the risks associated with decisions.
• Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
• Demonstrate behavior in support of the organizational values.
• Take accountability for own performance, personal, and career development.
• Improve knowledge and competencies by completing training specific for role as per eCareers.
• Contribute to the overall effectiveness and success of the team.
• Maintain an ability to adapt to ever-changing business and customer needs.

Job Details

Note that applications will not be accepted after the closing date: June 27, 2025. Please submit your application before this date.

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 can disclose their disability information voluntarily. This information will be kept confidential unless required by law.