Universal Banking Advisor: In-Branch & Digital Solutions

Wesbank; Komani; On-site; ZAR 542,000 - 650,000; Full time

Job summary

FNB POP Queenstown invites applications for a Universal Advisor role in a busy branch environment. You will deliver compliant sales and service solutions to walk-in and existing customers, while promoting digital channels and self-service options.

We value ethical conduct, customer focus, and the ability to thrive in a high-volume setting. Grade 12 or higher, with FAIS awareness, is required; 1–3 years in financial services is preferred.

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 while living up to our brand promise of “How can we help you?”
• 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 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

Customer service

Regulatory compliance

Sales skills

Communication

Attention to detail

Education

Grade 12 / NQF 4

NQF 5 Certificate in Banking/Business Admin/Customer Service

Job description

FNB POP Queenstown invites applications for a Universal Advisor role in a busy branch environment. You will deliver compliant sales and service solutions to walk-in and existing customers, while promoting digital channels and self-service options.

We value ethical conduct, customer focus, and the ability to thrive in a high-volume setting. Grade 12 or higher, with FAIS awareness, is required; 1–3 years in financial services is preferred.