Universal Advisor - Elevate Customer Banking Experience

RMB Nigeria Limited; Gauteng; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Career development

Branch environment

Job summary

FNB in Katlehong is seeking a Universal Advisor to deliver exceptional banking service in a busy branch, while proactively identifying customer needs and offering suitable financial solutions. You will promote digital channels, guide customers to e-Channels and self-service options, and ensure all activity complies with FAIS, FICA, and TCF.

Ideal candidates have 1–3 years of customer-facing experience, Grade 12 (NQF4) or higher, and a strong ethical mindset with sales aptitude.

Qualifications

• Minimum 1–3 years in customer-facing environments.
• Understanding of FAIS, FICA, and TCF regulatory requirements.
• Able to meet sales, service and customer experience targets.
• Able to migrate customers to digital, e-Channels and self-service platforms.

Responsibilities

• Engage customers professionally and identify needs.
• Educate on banking platforms and self-service options.
• Process transactions and maintain accurate records.
• Manage leads, referrals and follow-ups within agreed timelines.
• Ensure compliance with FAIS, FICA and TCF.
• Stay informed on product offerings and systems to serve customers.

Skills

Customer service

Sales

Needs-based selling

Ethical mindset

Strong communication

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking/Business Administration

Job description

FNB in Katlehong is seeking a Universal Advisor to deliver exceptional banking service in a busy branch, while proactively identifying customer needs and offering suitable financial solutions. You will promote digital channels, guide customers to e-Channels and self-service options, and ensure all activity complies with FAIS, FICA, and TCF.

Ideal candidates have 1–3 years of customer-facing experience, Grade 12 (NQF4) or higher, and a strong ethical mindset with sales aptitude.