Universal Banking Advisor: Digital & Service Excellence

FirstRand Limited

Vryburg

On-site

ZAR 180,000 - 240,000

Full time

3 days ago
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Job summary

FirstRand Limited invites applications for a Universal Advisor in a high-volume branch environment. You will deliver compliant sales and service solutions, guide walk-in and existing customers, and promote digital channels and self-service options while upholding FAIS, FICA, and TCF standards.

As part of FNB POP, you will build strong customer relationships, stay informed on product offerings, and contribute to team success in a dynamic market.

Qualifications

  • Minimum Grade 12 / NQF Level 4 as stated in the posting.
  • Preferred 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 in financial services.

Responsibilities

  • Engage customers in a positive and professional manner to understand needs and provide banking solutions.
  • Educate customers on correct banking platforms and migrate to digital channels and self-service platforms.
  • Fulfil transactions to set benchmarks while delivering exceptional service.
  • Manage leads, referrals, and customer follow-ups within agreed turnaround times.
  • Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF and internal governance.

Skills

Customer service
Needs-based selling
Communication
Attention to detail

Education

Grade 12 / NQF 4
NQF Level 5 Banking Certificate or related

Job description

FirstRand Limited invites applications for a Universal Advisor in a high-volume branch environment. You will deliver compliant sales and service solutions, guide walk-in and existing customers, and promote digital channels and self-service options while upholding FAIS, FICA, and TCF standards.

As part of FNB POP, you will build strong customer relationships, stay informed on product offerings, and contribute to team success in a dynamic market.

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