Universal Advisor: Customer-Focused Banking & Digital

RMB Nigeria Limited; Cape Town; On-site; ZAR 250,000 - 350,000; Full time

Job summary

FNB in Cape Town seeks an Environmental Universal Advisor to deliver compliant sales and service solutions in a high-volume branch environment. You will engage walk-in customers, identify needs, and promote digital channels while maintaining accurate records and adhering to FAIS, FICA, and TCF standards.

Ideal candidates will have Grade 12, 1–3 years of customer-facing experience, and a strong ethical mindset.

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.

Responsibilities

• Engage customers in a positive and professional manner and understand customer needs to offer appropriate banking solutions.
• Educate customers on digital channels, e-Channels, and self-service platforms to migrate to digital banking.
• Fulfil transactions and meet service 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.

Skills

Customer service

Sales

Communication

Ethical conduct

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking or related

Job description

FNB in Cape Town seeks an Environmental Universal Advisor to deliver compliant sales and service solutions in a high-volume branch environment. You will engage walk-in customers, identify needs, and promote digital channels while maintaining accurate records and adhering to FAIS, FICA, and TCF standards.

Ideal candidates will have Grade 12, 1–3 years of customer-facing experience, and a strong ethical mindset.