Universal Advisor: Banking & Digital Solutions

Wesbank; Pretoria; On-site; ZAR 603,000 - 670,000; Full time

Job summary

FNB POP Universal Advisor in Pretoria is seeking a customer-focused professional to deliver compliant sales and service in a high-volume branch. You will engage customers, educate on digital banking platforms, and provide solutions aligned to client needs.

With FAIS and TCF compliance at the forefront, you will manage leads, referrals, and follow-ups, while maintaining accurate customer records in a fast-paced, ethical environment. Training and career development are highlighted in this role.

Qualifications

• Grade 12 / NQF Level 4 is required.
• NQF Level 5 Certificate in Banking, Business Administration, Customer Service or related fields preferred.
• 1–3 years of experience in customer-facing environments within financial services.

Responsibilities

• Engage customers in a positive and professional manner.
• Educate customers on banking platforms and migrate to digital/self-service channels.
• Process transactions and meet service benchmarks while ensuring compliance.

Skills

Customer service

Sales targets

Communication

Ethics

Education

Grade 12 / NQF 4

NQF Level 5 Banking Certificate

Job description

FNB POP Universal Advisor in Pretoria is seeking a customer-focused professional to deliver compliant sales and service in a high-volume branch. You will engage customers, educate on digital banking platforms, and provide solutions aligned to client needs.

With FAIS and TCF compliance at the forefront, you will manage leads, referrals, and follow-ups, while maintaining accurate customer records in a fast-paced, ethical environment. Training and career development are highlighted in this role.