Universal Banking Advisor — Customer Solutions & Digital Guidance

Wesbank; Port Shepstone; On-site; ZAR 553,000 - 663,000; Full time

Job summary

FNB Points of Presence: Universal Advisor in Port Shepstone delivers a customer-centric banking experience in a busy branch. You will identify needs, recommend banking and financial solutions and guide customers to the most suitable channels.

The role emphasizes compliance with FAIS, FICA and TCF, while promoting e-Channels and self-service tools to enhance convenience and efficiency for customers.

Qualifications

• Knowledge of FAIS, TCF principles and regulatory compliance.
• Ability to meet sales, service and customer-experience targets.
• Must be able to work in a high-volume branch environment.

Responsibilities

• Deliver compliant sales and service solutions for walk-in and existing customers.
• Educate customers on banking platforms and migrate to digital/self-service channels.
• Maintain accurate customer records and ensure adherence to FAIS, FICA, TCF and internal governance.

Skills

Customer service

Sales experience

Communication skills

Needs-based selling

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking certificate

Job description

FNB Points of Presence: Universal Advisor in Port Shepstone delivers a customer-centric banking experience in a busy branch. You will identify needs, recommend banking and financial solutions and guide customers to the most suitable channels.

The role emphasizes compliance with FAIS, FICA and TCF, while promoting e-Channels and self-service tools to enhance convenience and efficiency for customers.