Universal Advisor: Customer-Centric Banking Solutions

Wesbank; Cape Town; On-site; ZAR 516,000 - 699,000; Full time

Job summary

FNB is hiring a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch setting in Cape Town. You will engage customers, explain banking options, and drive migration to digital channels while maintaining strong ethical standards.

Ideal candidates have 1–3 years in customer-facing roles, a Grade 12 or higher, and an FAIS/TCF awareness. Join a team that values service excellence, regulatory compliance, and career development.

Qualifications

• 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.
• 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.

Responsibilities

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment.
• Educate customers on banking platforms and migrate them to digital channels and self-service options.
• Manage leads, referrals and customer follow-ups within agreed turnaround times.
• Maintain accurate customer records in line with FAIS, FICA, TCF, and internal governance.

Skills

Customer service

Sales targets

Communication

Ethical mindset

Regulatory compliance

Education

Grade 12 / NQF 4

NQF Level 5 Certificate in Banking

Job description

FNB is hiring a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch setting in Cape Town. You will engage customers, explain banking options, and drive migration to digital channels while maintaining strong ethical standards.

Ideal candidates have 1–3 years in customer-facing roles, a Grade 12 or higher, and an FAIS/TCF awareness. Join a team that values service excellence, regulatory compliance, and career development.