Universal Advisor: Customer Solutions & Digital Guidance

Fnbnamibia; Cape Town; On-site; ZAR 603,000 - 670,000; Full time

Job summary

FNB Namibia Cape Town is seeking a Universal Advisor to deliver compliant sales and service in a high-volume branch, assisting walk-in and existing customers with banking solutions while guiding them to digital channels.

The role emphasizes ethical conduct, FAIS, FICA and TCF compliance, and requires Grade 12 with 1–3 years of customer-facing experience; training and career development are provided within the POP team.

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
• Must meet FAIS, FICA, and TCF regulatory requirements

Responsibilities

• Engage customers in a positive and professional manner in branch environments
• Educate customers on correct banking platforms and migrate to digital channels
• Fulfil transactions and deliver exceptional service while meeting benchmarks
• Manage leads, referrals, and customer follow-ups within agreed times
• Maintain accurate customer records and ensure regulatory compliance

Skills

Customer service

Sales

Cross-selling

Regulatory compliance

Communication skills

Education

Grade 12 / NQF 4

NQF 5 Certificate in Banking

Job description

FNB Namibia Cape Town is seeking a Universal Advisor to deliver compliant sales and service in a high-volume branch, assisting walk-in and existing customers with banking solutions while guiding them to digital channels.

The role emphasizes ethical conduct, FAIS, FICA and TCF compliance, and requires Grade 12 with 1–3 years of customer-facing experience; training and career development are provided within the POP team.