Universal Banking Advisor: Customer Experience & Digital

RMB; Johannesburg; On-site; ZAR 558,000 - 692,000; Full time

Job summary

FNB is looking for a Universal Advisor to deliver compliant sales and service in a high-volume branch environment in Johannesburg. You will engage walk-in and existing customers, identify banking needs, and promote digital self-service options while adhering to FAIS, FICA and TCF guidelines.

You will cross-sell appropriate banking solutions, fulfil transactions efficiently, and maintain accurate records with strong regulatory awareness in a dynamic team setting.

Qualifications

• Must meet FAIS, FICA and TCF requirements.
• Proven ability to achieve sales, service and customer experience targets.
• Ethical conduct and regulatory compliance is essential.

Responsibilities

• Engage customers in a positive, professional manner.
• Educate customers on banking platforms and migrate to digital channels.
• Process transactions accurately while meeting performance benchmarks.
• Manage leads, referrals, and follow-ups within agreed timelines.
• Maintain accurate customer records in line with governance.

Skills

Client-focused

Strong communication

Needs-based selling

Regulatory compliance

Team collaboration

Education

Grade 12 / NQF4

NQF5 Banking/Business Cert

Job description

FNB is looking for a Universal Advisor to deliver compliant sales and service in a high-volume branch environment in Johannesburg. You will engage walk-in and existing customers, identify banking needs, and promote digital self-service options while adhering to FAIS, FICA and TCF guidelines.

You will cross-sell appropriate banking solutions, fulfil transactions efficiently, and maintain accurate records with strong regulatory awareness in a dynamic team setting.