Universal Banking Advisor — Elevate Customer Experience

RMB

Vereeniging

On-site

ZAR 180,000 - 240,000

Full time

8 days ago
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Job summary

FNB, part of FirstRand Group, is recruiting a Universal Advisor for our Points of Presence team in Vereeniging. You will deliver compliant sales and service solutions to walk-in customers in a high-volume branch, promoting digital and self-service channels and ensuring FAIS, FICA, and TCF compliance.

You will engage customers professionally, identify needs, cross-sell appropriate banking solutions, maintain accurate records, and stay updated on product offerings and regulatory requirements.

Qualifications

  • Grade 12 / NQF Level 4 required.
  • Preferred: NQF Level 5 Certificate in Banking or related field.
  • 1–3 years of customer-facing experience in financial services.
  • Solid understanding of FAIS, TCF, and regulatory compliance.

Responsibilities

  • Engage customers in a positive, professional manner and assess needs to propose banking solutions.
  • Educate customers on digital channels and migrate them to e-Channels and self-service platforms.
  • Process transactions and meet service targets in a high-volume branch.
  • Maintain accurate customer records and ensure compliance with FAIS, FICA, and internal governance.

Skills

Customer focus
Ethical mindset
Needs-based selling
Interpersonal skills
Communication

Education

Grade 12/NQF4
NQF5 Banking certificate

Job description

FNB, part of FirstRand Group, is recruiting a Universal Advisor for our Points of Presence team in Vereeniging. You will deliver compliant sales and service solutions to walk-in customers in a high-volume branch, promoting digital and self-service channels and ensuring FAIS, FICA, and TCF compliance.

You will engage customers professionally, identify needs, cross-sell appropriate banking solutions, maintain accurate records, and stay updated on product offerings and regulatory requirements.

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