Universal Banking Advisor - In-Branch Excellence

FirstRand Bank Limited; Mbombela (Nelspruit); On-site; ZAR 180,000 - 280,000; Full time

Job summary

FirstRand Bank Limited 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, promoting digital channels while upholding FAIS, FICA and TCF standards.

The role emphasizes ethical, customer-focused selling, strong interpersonal skills, and the ability to work in a high-volume setting to meet service and sales targets.

Qualifications

• Strong understanding of FAIS, TCF principles, and regulatory compliance.
• Proven ability to meet sales, service, and customer experience targets.
• Must not be an unrehabilitated insolvent.

Responsibilities

• Engage customers in a positive and professional manner.
• Identify customer needs and provide banking solutions.
• Educate customers on digital and self-service platforms.
• Fulfil transactions above set benchmarks while delivering service.
• Manage leads, referrals, and follow-ups within turnaround times.
• Maintain accurate records and ensure compliance with FAIS, FICA, TCF.

Skills

FAIS compliance

TCF principles

Sales targets

Customer service

Education

Grade 12

NQF Level 5 Banking

NQF Level 5 Customer Service

Job description

FirstRand Bank Limited 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, promoting digital channels while upholding FAIS, FICA and TCF standards.

The role emphasizes ethical, customer-focused selling, strong interpersonal skills, and the ability to work in a high-volume setting to meet service and sales targets.