Universal Banking Advisor: Customer Experience & Digital

FirstRand Bank India; eMalahleni; On-site; ZAR 250,000 - 420,000; Full time

Job summary

FNB invites applications for a Universal Advisor to deliver compliant sales and service solutions in a busy branch. You will identify customer needs, promote banking products, and migrate customers to digital channels while upholding FAIS, FICA, TCF, and governance standards.

In this role you’ll handle high-volume transactions, maintain accurate records, and strive for exceptional customer experience. The successful candidate will have 1–3 years in customer-facing financial services and a Grade

Qualifications

• Experience in customer-facing environments and financial services.
• Understanding of FAIS, FICA and TCF principles and governance.
• Ability to meet sales and customer experience targets.

Responsibilities

• Engage customers professionally, identify needs and present banking solutions.
• Educate customers on digital channels and self-service platforms.
• Fulfil transactions while maintaining high service standards.
• Maintain accurate customer records and ensure compliance.
• Contribute to team success in a high-volume branch environment.

Skills

Customer service

Needs-based selling

Regulatory compliance

Communication skills

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking

Job description

FNB invites applications for a Universal Advisor to deliver compliant sales and service solutions in a busy branch. You will identify customer needs, promote banking products, and migrate customers to digital channels while upholding FAIS, FICA, TCF, and governance standards.

In this role you’ll handle high-volume transactions, maintain accurate records, and strive for exceptional customer experience. The successful candidate will have 1–3 years in customer-facing financial services and a Grade