Universal Advisor: Banking Service & Digital Solutions

FirstRand Limited; Johannesburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Limited in Johannesburg invites applications for a Universal Advisor. You will deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch, while promoting digital channels.

In this role you will educate customers on banking platforms, migrate them to e-channels, maintain accurate records, and ensure adherence to FAIS, FICA and TCF guidelines. You’ll thrive in a fast-paced, client-focused team environment.

Qualifications

• 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

• Deliver compliant sales and service solutions to walk-in and existing customers.
• Educate customers on banking platforms and promote digital/self-service channels.
• Migrate customers to e-Channels and self-service platforms.
• Maintain accurate customer records and ensure FAIS, FICA and TCF compliance.
• Work in a high-volume branch environment with ethical professionalism.

Skills

FAIS/TCF compliance

Sales targets achievement

Customer service orientation

Strong communication skills

Attention to detail

Education

Grade 12 / NQF4

NQF5 Banking / Business Admin / Customer Service certificate

Job description

FirstRand Limited in Johannesburg invites applications for a Universal Advisor. You will deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch, while promoting digital channels.

In this role you will educate customers on banking platforms, migrate them to e-channels, maintain accurate records, and ensure adherence to FAIS, FICA and TCF guidelines. You’ll thrive in a fast-paced, client-focused team environment.