Universal Banking Advisor: Customer Solutions & Digital Guidance

FirstRand Bank Limited; Port Nolloth; On-site; ZAR 180,000 - 280,000; Full time

Job summary

FirstRand Bank Limited in Port Nolloth invites a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch. You will help customers with needs-based banking, promote digital channels, and ensure ethical, policy-driven interactions.

You will build customer relationships, maintain accurate records, and stay current with FAIS, FICA and TCF requirements while growing a loyal client base.

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
• Strong understanding of FAIS, TCF principles, and regulatory compliance
• Must not be an unrehabilitated insolvent

Responsibilities

• Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch.
• Promote digital and self-service channels while guiding customers to appropriate banking solutions.
• Maintain accurate customer records and ensure adherence to FAIS, FICA and TCF requirements.
• Build strong customer relationships and contribute to branch performance and customer experience.

Skills

Customer service

Sales skills

FAIS knowledge

Regulatory compliance

Communication

Education

Grade 12 / NQF 4

NQF 5 Banking Certificate

Job description

FirstRand Bank Limited in Port Nolloth invites a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch. You will help customers with needs-based banking, promote digital channels, and ensure ethical, policy-driven interactions.

You will build customer relationships, maintain accurate records, and stay current with FAIS, FICA and TCF requirements while growing a loyal client base.