Universal Banking Advisor - Sales, Service & Digital

RMB; Roodepoort; On-site; ZAR 550,000 - 659,000; Full time

Job summary

FNB Universal Advisor role in Roodepoort involves delivering compliant sales and service for international banking travel products within a busy branch. You will identify customer needs, promote digital channels, and provide banking solutions while maintaining high service standards.

The role requires working knowledge of FAIS, FICA, TCF and internal governance, with opportunities to grow through continuous learning in a dynamic POP environment.

Qualifications

• Strong understanding of FAIS, TCF and regulatory compliance.

Responsibilities

• Engage customers professionally and identify needs.
• Educate customers on banking platforms and migrate to digital channels.
• Process transactions meeting benchmarks while delivering service excellence.
• Manage leads, referrals and follow-ups within agreed timelines.
• Maintain accurate records and ensure governance compliance.

Skills

Customer service

Sales

Needs-based selling

Communication

Education

Grade 12 / NQF 4

NQF 5 Banking certificate

Job description

FNB Universal Advisor role in Roodepoort involves delivering compliant sales and service for international banking travel products within a busy branch. You will identify customer needs, promote digital channels, and provide banking solutions while maintaining high service standards.

The role requires working knowledge of FAIS, FICA, TCF and internal governance, with opportunities to grow through continuous learning in a dynamic POP environment.