Universal Advisor: Customer Solutions & Digital Banking

FirstRand Bank Limited; Jacobsdal; On-site; ZAR 300,000 - 420,000; Full time

Job summary

FirstRand Bank Limited in South Africa invites applications for a Universal Advisor role in a high-volume branch environment. You will deliver compliant sales and service solutions to walk-in and existing customers, guiding them to digital and self-service channels while maintaining FAIS, FICA, TCF and governance standards.

The position focuses on customer experience, ethical standards and ongoing development, with opportunities to impact local markets and be a brand ambassador within the POP

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 by living up to our brand promise of “How can we help you?” at all times.
• Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions.
• Educate customers on the correct banking platforms suited to their needs to migrate customers to digital, e-Channels, and self-service platforms.
• Fulfil transactions above set 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.
• Always conduct yourself in an ethical and professional manner.
• Take accountability for personal performance, learning, and career development.
• Stay informed on product offerings, systems, and industry developments.
• Contribute to team success and adapt to changing customer and business needs.

Skills

Customer service orientation

Needs-based selling

Communication skills

Ethical mindset

Team collaboration

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS

Job description

FirstRand Bank Limited in South Africa invites applications for a Universal Advisor role in a high-volume branch environment. You will deliver compliant sales and service solutions to walk-in and existing customers, guiding them to digital and self-service channels while maintaining FAIS, FICA, TCF and governance standards.

The position focuses on customer experience, ethical standards and ongoing development, with opportunities to impact local markets and be a brand ambassador within the POP