Universal Advisor Pipeline

FirstRand Limited; eMalahleni; Vor Ort; ZAR 250.000 - 420.000; Vollzeit

Zusammenfassung

FirstRand Limited's FNB POP is seeking a Universal Advisor to deliver compliant sales and service in a high-volume branch. You will identify customer needs, promote banking solutions, and guide customers to digital channels while upholding FAIS, FICA and TCF principles.

You will work in a fast-paced branch environment, fostering ethical customer interactions and continuous learning to drive customer satisfaction and sales performance.

Qualifikationen

• FAIS and TCF regulatory understanding
• Ability to meet sales, service and customer experience targets
• Commitment to ethical conduct and risk management

Aufgaben

• Engage customers in a positive, professional manner
• Identify customer needs and offer suitable banking solutions
• Educate customers on digital channels and self-service options
• Maintain accurate customer records and ensure compliance

Kenntnisse

Customer focus

Sales skills

Communication

Ethical conduct

Ausbildung

Grade 12 / NQF Level 4

NQF Level 5 Banking certificate

Jobbeschreibung

Job Description Hello Future Universal Advisor Welcome to FNB, the home of the #changeables. We are a trusted partner, deeply invested in creating a better world by delivering innovative, integrated, and customer-centric financial solutions. As part of our FNB Points of Presence (POP) team, you will be surrounded by unique talent in an inclusive environment that values diversity and collaboration. This role focuses on delivering a seamless, exceptional customer experience within a branch environment while proactively identifying customer needs and providing appropriate banking solutions. As a Universal Advisor, you will be responsible for delivering compliant sales and service solutions to walk-in and existing customers in a high-volume service environment. You will ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance while actively promoting digital and self-service channels. 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:

• Engage customers in a positive and professional manner by being helpful
• 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 proactively 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

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 recognized by FAIS
• 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services

You will be an ideal candidate if you possess the following:

• Strong understanding of FAIS, TCF principles, and regulatory compliance
• Proven ability to meet sales, service, and customer experience targets
• Must not be an unrehabilitated insolvent

You will have access to:

• Opportunities to build strong customer relationships within a dynamic POP environment
• A challenging, fast-paced branch setting
• Continuous learning and development aligned to your career path
• Opportunities to make a meaningful impact as a brand ambassador within a local market

You can be a match if you are:

• Client-focused with a strong ethical mindset
• Passionate about service excellence and problem-solving
• Confident in needs-based selling and solution delivery
• Agile, adaptable, and comfortable in a high-volume environment
• A strong communicator with excellent interpersonal skills
• Results-driven with strong planning and organisational skills
• Detail-oriented with high compliance awareness
• Able to work independently and collaboratively within a team

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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. Candidates may disclose disability information on a voluntary basis. This information will be kept confidential unless required by law. Connect with our customers by living up to our brand promise of how we can help you? at all times. Converse with our customers in a way they fully understand and provide helpful solutions and products based on their needs. Always conduct themselves in an ethical manner. Adhere to the TCF (Treating Customer fairly) principles in all that you do. Identify and sell/cross sell products aligned to customer needs. Maximise channel optimisation opportunities identified aligned to customer needs. Ensure activities support cost containment and reduction. Optimise every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels. Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions. Fulfilling transactions above the benchmark set and providing an exceptional customer experience. Demonstrate behaviour in support of the organisational values. Takes accountability for own performance, personal and career development. Improve knowledge and competencies by completing training specific for role as per eCareers. Contribute to the overall effectiveness and success of the team. Maintain an ability to adapt to ever changing business and customer needs.

Job Details Application Closing Date 30/11/26 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 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. 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.