Universal Banking Advisor: Customer Experience Lead

RMB; Johannesburg; On-site; ZAR 543,000 - 651,000; Full time

Job summary

RMB in Johannesburg is seeking a Universal Advisor to deliver compliant sales and service in a high-volume branch. You will engage customers, identify needs, and promote banking solutions while guiding clients to digital and self-service channels.

Ideal candidates will have Grade 12 or higher, 1–3 years in customer-facing roles in financial services, and a strong understanding of FAIS/TCF rules. Join a team focused on service excellence and regulatory adherence.

Qualifications

• Strong understanding of FAIS, TCF principles, and regulatory compliance.
• Proven ability to meet sales, service, and customer experience targets.
• Must not be an unrehabilitated insolvent.

Responsibilities

• Engage customers in a positive and professional manner while helping and cross-selling products.
• Educate customers on correct banking platforms and migrate to digital channels.
• Fulfil transactions and meet service benchmarks in a high-volume branch.
• Manage leads, referrals and follow-ups within agreed turnaround times.
• Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF and governance.

Skills

FAIS compliance

TCF principles

Customer service

Needs-based selling

Communication skills

Education

Grade 12 / NQF Level 4

NQF Level 5 banking certificate

Job description

RMB in Johannesburg is seeking a Universal Advisor to deliver compliant sales and service in a high-volume branch. You will engage customers, identify needs, and promote banking solutions while guiding clients to digital and self-service channels.

Ideal candidates will have Grade 12 or higher, 1–3 years in customer-facing roles in financial services, and a strong understanding of FAIS/TCF rules. Join a team focused on service excellence and regulatory adherence.