Universal Banking Advisor: Expert in Customer Solutions

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

Job summary

FirstRand Bank Limited in Soweto is seeking a Universal Advisor to deliver compliant sales and service solutions within a high-volume branch environment. You will engage walk-in and existing customers, educate on digital channels, and ensure ethical and policy-aligned interactions.

The role emphasizes customer-centric banking, teamwork, and ongoing development while contributing to a positive customer experience and brand promise.

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 living up to our brand promise.
• Understand customer needs to identify, sell, and cross-sell products aligned to customer needs.
• Educate customers on correct banking platforms and proactively migrate to digital channels.
• 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.

Skills

Customer service

Sales skills

Communication

Regulatory compliance

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking

Job description

FirstRand Bank Limited in Soweto is seeking a Universal Advisor to deliver compliant sales and service solutions within a high-volume branch environment. You will engage walk-in and existing customers, educate on digital channels, and ensure ethical and policy-aligned interactions.

The role emphasizes customer-centric banking, teamwork, and ongoing development while contributing to a positive customer experience and brand promise.