Universal Advisor Lead

FirstRand Bank Limited; Clanwilliam; On-site; ZAR 180,000 - 280,000; Full time

Job summary

FirstRand Bank Limited is seeking an Universal Advisor Lead to provide administrative and risk support at the branch, with a focus on guiding customers to electronic banking channels. You will contribute to operational efficiency, regulatory compliance and an exceptional customer experience, while aligning with governance standards.

You will collaborate with stakeholders to promote digital adoption, manage branch operations, and support cost-containment through prudent use of resources.

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 experience in administrative experience within a branch administration, operations, or compliance environment

Responsibilities

• 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.

Skills

Customer service

Banking operations

Governance principles

Interpersonal skills

Communication

Education

Grade 12 / NQF Level 4

Certificate in Banking, Business Administration, Customer Service or related fields

Job description

Job Description

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

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.

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.

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.

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. 09/10/26

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.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group’s track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.