Universal Banking Advisor — Customer-Centric Solutions

firstrand; eMalahleni; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand is seeking a Universal Advisor to deliver compliant sales and exceptional service in a busy branch environment. You will engage walk-in customers, assess needs, and offer suitable banking solutions while promoting digital channels.

The role requires knowledge of FAIS, FICA and TCF, with 1–3 years in customer-facing banking or financial services. Strong ethics and problem-solving skills are essential for success.

Qualifications

• Experience in customer-facing banking or financial services is preferred.
• Strong understanding of FAIS, TCF, and regulatory requirements is essential.

Responsibilities

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch setting.
• Promote digital channels and self-service options to customers.
• Maintain accurate customer records and ensure governance compliance.
• Build customer relationships and identify opportunities for banking solutions.

Skills

Customer service

Sales

Communication

Ethics/compliance

Problem solving

Education

Grade 12 / NQF 4

NQF Level 5 Banking Certificate

Job description

FirstRand is seeking a Universal Advisor to deliver compliant sales and exceptional service in a busy branch environment. You will engage walk-in customers, assess needs, and offer suitable banking solutions while promoting digital channels.

The role requires knowledge of FAIS, FICA and TCF, with 1–3 years in customer-facing banking or financial services. Strong ethics and problem-solving skills are essential for success.