Universal Advisor Lead

Wesbank; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

WesBank in Cape Town seeks a Universal Advisor Lead to provide administrative and risk support for the Branch and help migrate customers to electronic banking channels, ensuring compliant operations and a high standard of service.

You will work with colleagues to maintain branch governance, manage day-to-day administration, and educate customers on digital banking tools, while meeting performance objectives and policy requirements.

Qualifications

• Minimum Qualification: Grade 12 / NQF Level 4.
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields.
• 1–3 years of administrative experience in a branch administration, operations, or compliance environment.

Responsibilities

• Provide administrative support to ensure smooth running of the Branch's Administration and Risk areas.
• Assist in managing branch processes and governance to minimise operational risk.
• Educate customers on adopting and using electronic banking platforms.
• Deliver accurate, compliant administrative outputs and maintain relationships with stakeholders.
• Support customer migration to digital banking channels and ensure operational efficiency.

Skills

Customer service

Organised

Communication

Detail oriented

Education

Grade 12 / NQF4

NQF5 Certificate in Banking/Business Admin/Customer Service

Job description

## Universal Advisor LeadApply: Floor 1, Rondebosch Shopping Centre, Main Road, Rondebosch, 7700: Full time: Posted Today: End Date: October 28, 2026 (6 days left to apply): R54663# **Job Description**To provide administration support to ensure the smooth running of the Administration and Risk part of the Branch and assist in the achievement of the customer migration to electronic methods of banking strategy**Hello Future Universal Advisor Lead** Welcome to **FNB**, the home of the **#changeables.** We strive to be a trusted partner helping to create a better world by providing innovative, contextual, and integrated financial solutions.As part of our team in **FNB Points of Presence (POP)**, you will be surrounded by unique talents and an inclusive environment that values our differences and lives up to the promise of being deeply invested.As a **Universal Advisor Lead**, you will be responsible for providing critical administrative and risk support to ensure the smooth running of the branch. The role also plays a key part in supporting customer migration to electronic banking channels, ensuring operational efficiency, compliance, and an exceptional customer experience.Now’s the time to imagine your potential in a team where you can become the best version of yourself. **Are you someone who can:*** Complete daily branch administration functions to minimise operational risk.* Assist in managing branch cash holdings, teller and ATM cash processes.* Guide and educate customers on adopting and utilising electronic banking platforms.* Provide a positive customer experience by being helpful, proactive, and responsive to customer needs.* Deliver high‐quality work by adhering to set standards, procedures, and governance requirements.* Build and maintain strong relationships with internal and external stakeholders.* Act responsibly with work‐related resources to support cost‐containment efforts.* Work according to agreed performance objectives and service level agreements.* Contribute positively to a learning environment by sharing knowledge and engaging collaboratively with team members.* Continuously seek feedback and take accountability for personal performance, growth, and development.* Always conduct yourself with integrity and professionalism.**Qualification & Experience Requirement*** **Minimum Qualification: Grade 12/ NQF Level 4*** **Preferred Qualification: NQF Level 5 Certificate** in Banking, Business Administration, Customer Service, or related fields* **1–3 years of experience** in administrative experience within a branch administration, operations, or compliance environment* undefined**You will be an ideal candidate if you possess the following:**Strong understanding of branch operations, risk processes, and governance principles.Ability to promote and support customer adoption of digital banking solutions.Proven ability to deliver accurate, compliant, and high‐quality administrative outputs.Strong relationship‐building skills with internal and external stakeholders.undefined**You will have access to:**Opportunities to build strong relationships as part of a dynamic team.A challenging and supportive working environment.Personal and professional development opportunities.The chance to make a meaningful impact within your branch and community.undefined**You can be a match if you are:**Customer‐focused with strong service orientation.Organised, detail‐driven, and committed to compliance.Strong in communication and interpersonal engagement.Flexible, adaptable, and solutions‐driven.A team player with the ability to work independently when required.Results‐focused with strong planning and prioritisation skills. **Apply now** if you are ready to take the next step in your career as an **FNB Points of Presence: Universal Lead**, delivering exceptional service, growing customer relationships, and contributing to sustainable business performance.All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfil this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it.# # **Important Closing Date Note**# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**28/10/26All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.