Universal Banking Advisor – Customer Experience & Solutions

FirstRand Bank; Hout Bay; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Branch environment

Continuous learning

Career growth

Job summary

FirstRand Bank is hiring a Universal Advisor to deliver compliant sales and service solutions in a busy branch setting. You will proactively identify customer needs and guide them to appropriate banking solutions while promoting digital and self-service channels.

The role focuses on ethical, value-driven interactions within FAIS, FICA, and TCF frameworks, ensuring best-in-class customer experience across FirstRand POP environments.

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, service delivery, or client support within financial services.

Responsibilities

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume service environment.
• Ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, TCF and governance.
• Promote digital and self-service channels while assisting customers.

Skills

Customer service

Ethical mindset

Sales orientation

Strong communicator

Interpersonal skills

Problem solving

Planning & organisation

Independence & teamwork

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking certificate

Job description

FirstRand Bank is hiring a Universal Advisor to deliver compliant sales and service solutions in a busy branch setting. You will proactively identify customer needs and guide them to appropriate banking solutions while promoting digital and self-service channels.

The role focuses on ethical, value-driven interactions within FAIS, FICA, and TCF frameworks, ensuring best-in-class customer experience across FirstRand POP environments.