Universal Banking Advisor: Customer & Digital Solutions

FirstRand Bank Limited; Thaba Nchu 16; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Bank Limited is seeking a Universal Advisor in Thaba Nchu to deliver seamless banking support, drive digital adoption, and offer compliant financial solutions in a high-volume environment. You will engage walk-in and existing customers with a focus on ethical guidance and service excellence.

The role emphasizes customer-centric sales, accurate record-keeping, and staying updated on product knowledge to meet FAIS and TCF standards. Training and growth opportunities are provided.

Qualifications

• Grade 12/ NQF Level 4 is essential.
• NQF Level 5 Certificate in Banking, Business Admin, Customer Service or related FAIS-recognised field preferred.
• 1–3 years in customer-facing environments within financial services.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and sensitive to needs.
• Educate customers on the correct Banking platform aligned with their needs.
• Connect with customers by living up to the brand promise: How can we help you?
• Analyze customer data and provide appropriate financial advice aligned to goals and FAIS requirements.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Demonstrate empathy and high compliance awareness.

Skills

Client focus

Communication

Adaptability

Problem solving

Sales orientation

Ethical advice

Education

Grade 12 / NQF 4

NQF Level 5 Certificate in Banking / Business Admin / Customer Service

Job description

FirstRand Bank Limited is seeking a Universal Advisor in Thaba Nchu to deliver seamless banking support, drive digital adoption, and offer compliant financial solutions in a high-volume environment. You will engage walk-in and existing customers with a focus on ethical guidance and service excellence.

The role emphasizes customer-centric sales, accurate record-keeping, and staying updated on product knowledge to meet FAIS and TCF standards. Training and growth opportunities are provided.