Universal Banking Advisor – Customer Solutions

FirstRand Bank India; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Bank India, in a high-volume POP environment, delivers compliant sales and service solutions to walk-in and existing customers. The role emphasizes ethical service, promoting digital channels, and building strong customer relationships in a branch setting.

The Universal Advisor position focuses on regulatory compliance (FAIS, FICA, TCF), cross-selling appropriate banking solutions, and contributing to a culture of continuous learning and career development within a fixed term contract.

Qualifications

• Minimum Grade 12 / NQF level 4 qualification.
• 1–3 years in customer-facing roles in financial services.
• Understanding of FAIS, FICA, TCF and governance.

Responsibilities

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch.
• Promote digital and self-service channels.
• Maintain accurate customer records and ensure regulatory compliance.
• Contribute to team success in a dynamic POP environment.

Skills

FAIS & TCF knowledge

Sales targets

Customer service

Communication skills

Compliance

Education

Grade 12 / NQF Level 4

Job description

FirstRand Bank India, in a high-volume POP environment, delivers compliant sales and service solutions to walk-in and existing customers. The role emphasizes ethical service, promoting digital channels, and building strong customer relationships in a branch setting.

The Universal Advisor position focuses on regulatory compliance (FAIS, FICA, TCF), cross-selling appropriate banking solutions, and contributing to a culture of continuous learning and career development within a fixed term contract.