Universal Banking Advisor: In-Branch & Digital Solutions

Fnbnamibia; Cape Town; On-site; ZAR 300,000 - 420,000; Full time

Job summary

FNB in Cape Town seeks an Universal Advisor to deliver compliant sales and service solutions in a high-volume branch. You will guide walk-in and existing customers to the right banking channels, promote digital self-service, and ensure ethical customer interactions aligned with FAIS and FICA.

The role emphasizes customer-centric solutions, proactive needs-based selling, and building strong customer relationships while meeting performance targets in a fast-paced POP environment.

Qualifications

• FAIS, FICA, TCF regulatory knowledge is required.
• High standards of compliance and ethical conduct.
• 1–3 years of experience in customer-facing environments within financial services.

Responsibilities

• Engage customers in a positive, professional manner and identify banking needs.
• Educate customers on digital channels, e-Channels, and self-service platforms.
• Process transactions and referrals while achieving service targets and maintaining records.

Skills

Customer service

Sales skills

Communication

Problem solving

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking/Business/Customer Service

Job description

FNB in Cape Town seeks an Universal Advisor to deliver compliant sales and service solutions in a high-volume branch. You will guide walk-in and existing customers to the right banking channels, promote digital self-service, and ensure ethical customer interactions aligned with FAIS and FICA.

The role emphasizes customer-centric solutions, proactive needs-based selling, and building strong customer relationships while meeting performance targets in a fast-paced POP environment.