Universal Banking Advisor - Customer Experience & Solutions

RMB Nigeria Limited; Germiston; Remote; ZAR 560,000 - 671,000; Full time

Job summary

FirstRand Group, operating as FNB POP, seeks an Universal Advisor in Germiston to deliver compliant sales and service to walk-in and existing customers in a high-volume branch. You will promote digital channels, ensure ethical conduct, and meet regulatory requirements while driving customer satisfaction.

The role focuses on identifying banking needs, cross-selling solutions, and guiding customers to the right channels.

Qualifications

• Minimum qualification: Grade 12/ NQF Level 4.
• Preferred qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields.
• 1–3 years of experience in customer-facing environments within financial services.
• Strong understanding of FAIS, TCF principles, and regulatory compliance.
• Ability to meet sales, service, and customer experience targets.

Responsibilities

• Engage customers in a positive and professional manner across banking channels.
• Educate customers on correct platforms and migrate to e-Channels and self-service.
• Fulfils transactions and delivers exceptional service within benchmarks.
• Manage leads, referrals and follow-ups within agreed turnaround times.
• Maintain accurate customer records and ensure compliance with FAIS, FICA and TCF.

Skills

Customer service

Needs-based selling

Regulatory compliance

Interpersonal skills

Education

Grade 12 / NQF 4

NQF Level 5 Banking

Job description

FirstRand Group, operating as FNB POP, seeks an Universal Advisor in Germiston to deliver compliant sales and service to walk-in and existing customers in a high-volume branch. You will promote digital channels, ensure ethical conduct, and meet regulatory requirements while driving customer satisfaction.

The role focuses on identifying banking needs, cross-selling solutions, and guiding customers to the right channels.