Universal Banking Advisor: Customer Experience Lead

Wesbank; Pretoria; On-site; ZAR 558,000 - 668,000; Full time

Job summary

Wesbank in Pretoria is seeking a Universal Advisor to deliver compliant sales and service within a high-volume branch. You will identify customer needs, cross-sell suitable banking solutions, and guide clients to digital channels while maintaining accurate records and adhering to FAIS, FICA, and TCF standards.

The role emphasizes ethical conduct, career development, and strong teamwork in a fast-paced POP environment. A Grade 12 or higher with FAIS-aligned qualifications is expected.

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS.
• 1–3 years of experience in customer-facing environments or client support within financial services.

Responsibilities

• Engage customers in a positive, professional manner and help meet service targets.
• Educate customers on banking platforms and migrate to digital/e-channels and self-service.
• Process transactions, manage leads and referrals, and maintain accurate customer records with compliance.

Skills

Customer service

Client focus

Regulatory compliance

Education

Grade 12 / NQF4

NQF5 Certificate in Banking/related field

Job description

Wesbank in Pretoria is seeking a Universal Advisor to deliver compliant sales and service within a high-volume branch. You will identify customer needs, cross-sell suitable banking solutions, and guide clients to digital channels while maintaining accurate records and adhering to FAIS, FICA, and TCF standards.

The role emphasizes ethical conduct, career development, and strong teamwork in a fast-paced POP environment. A Grade 12 or higher with FAIS-aligned qualifications is expected.