Universal Banking Advisor: Customer-Centric Solutions

Wesbank; Roodepoort; On-site; ZAR 550,000 - 659,000; Full time

Job summary

FNB Roodepoort seeks a Universal Advisor to deliver compliant sales and service in a high-volume branch. You will engage walk-in and existing customers, identify needs, guide them to banking solutions, and promote digital channels.

Ideal candidates have 1–3 years in financial services, a Grade 12 or higher, and solid knowledge of FAIS/TCF. The role emphasizes ethical conduct, accuracy, and ongoing learning.

Qualifications

• Minimum Qualification: Grade 12 / NQF Level 4.
• Preferred: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields.
• 1–3 years of experience in customer-facing environments within financial services.
• Strong understanding of FAIS, TCF principles, and regulatory compliance.
• Must not be an unrehabilitated insolvent.

Responsibilities

• Engage customers in a positive and professional manner.
• Identify customer needs and cross-sell products.
• Educate customers on banking platforms and migrate to digital channels.
• Fulfil transactions meeting benchmarks and deliver service.
• Manage leads, referrals, and follow-ups within agreed turnaround times.
• Maintain accurate customer records and ensure compliance.
• Stay informed on product offerings and industry developments.
• Contribute to team success and adapt to changing customer and business needs.

Skills

Customer service

Sales skills

Interpersonal skills

Communication

Problem solving

Ethical mindset

Needs-based selling

Adaptability

Attention to detail

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields

Job description

FNB Roodepoort seeks a Universal Advisor to deliver compliant sales and service in a high-volume branch. You will engage walk-in and existing customers, identify needs, guide them to banking solutions, and promote digital channels.

Ideal candidates have 1–3 years in financial services, a Grade 12 or higher, and solid knowledge of FAIS/TCF. The role emphasizes ethical conduct, accuracy, and ongoing learning.