Universal Banking Advisor — Digital & Service Solutions

Wesbank; Johannesburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Group’s First National Bank (FNB) POP team in Johannesburg seeks a Universal Advisor to deliver compliant sales and service in a high-volume branch. You’ll engage customers, identify needs, educate on digital channels, and promote banking solutions while maintaining governance standards.

With 1–3 years in customer-facing roles, you’ll navigate complex customer journeys, manage leads, and support a seamless, ethical customer experience aligned to FAIS and TCF principles.

Qualifications

• Minimum qualification is Grade 12 / NQF 4.
• FAIS-compliant sales and service knowledge preferred.
• 1–3 years in customer-facing roles.
• Ability to promote digital banking and self-service channels.

Responsibilities

• Engage customers in a positive and professional manner.
• Identify customer needs and cross-sell suitable banking solutions.
• Educate on self-service platforms and digital channels.
• Process transactions and manage leads with timely follow-ups.
• Maintain accurate customer records and ensure compliance.
• Uphold FAIS, FICA, TCF, and governance standards.

Skills

Customer service

Sales skills

Communication

Ethics

Problem solving

Education

Grade 12 / NQF 4

NQF 5 Certificate in Banking or related FAIS

Job description

FirstRand Group’s First National Bank (FNB) POP team in Johannesburg seeks a Universal Advisor to deliver compliant sales and service in a high-volume branch. You’ll engage customers, identify needs, educate on digital channels, and promote banking solutions while maintaining governance standards.

With 1–3 years in customer-facing roles, you’ll navigate complex customer journeys, manage leads, and support a seamless, ethical customer experience aligned to FAIS and TCF principles.