Universal Banking Advisor: Elevate Customer Solutions

FirstRand Bank Limited; Qonce; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Bank Limited is seeking a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch environment. You will guide walk-in and existing customers to appropriate banking products while promoting digital channels and self-service options.

The role emphasizes ethical conduct, regulatory compliance, and customer-centric outcomes. The ideal candidate has a solid understanding of FAIS, TCF, and related governance, with a proven ability to meet sales and service

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.

Responsibilities

• Engage customers in a positive and professional manner by being helpful by living up to our brand promise of “How can we help you?” at all times
• Understand customer needs to identify, sell, and cross‑sell products aligned to customer needs and provide appropriate banking and financial solutions
• Educate customers on the correct banking platforms suited to their needs to proactively migrate customers to digital, e‑Channels, and self‑service platforms
• Fulfil transactions above 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
• Always conduct yourself in an ethical and professional manner
• Take accountability for personal performance, learning, and career development
• Stay informed on product offerings, systems, and industry developments
• Contribute to team success and adapt to changing customer and business needs

Skills

Client-focused

Strong ethics

Service excellence

Needs-based selling

Communication skills

Interpersonal skills

Organisational skills

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking

Job description

FirstRand Bank Limited is seeking a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch environment. You will guide walk-in and existing customers to appropriate banking products while promoting digital channels and self-service options.

The role emphasizes ethical conduct, regulatory compliance, and customer-centric outcomes. The ideal candidate has a solid understanding of FAIS, TCF, and related governance, with a proven ability to meet sales and service