Universal Banking Experience Specialist

Fnbnamibia; Pretoria; On-site; ZAR 544,000 - 652,000; Full time

Job summary

FNB in Pretoria is seeking a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch environment. You will engage walk-in and existing customers, promote digital channels, and ensure ethical, policy-driven interactions.

The role emphasizes FAIS, FICA, TCF compliance and a customer-centric approach, with opportunities to cross-sell and migrate customers to self-service platforms.

Qualifications

• Strong understanding of FAIS, TCF principles, and regulatory compliance.
• Targets: meet sales and service metrics and provide customer-experience excellence.
• Ability to migrate customers to digital and self-service platforms.

Responsibilities

• Engage customers in a positive and professional manner to identify needs and provide banking solutions.
• Educate customers on banking platforms and promote digital channels.
• Fulfils transactions and maintains accurate customer records.
• Manage leads, referrals, and follow-ups within agreed turnaround times.
• Ensure compliance with FAIS, FICA, TCF and internal governance.

Skills

Customer focus

Strong communicator

Results driven

Ethical mindset

Education

Grade 12 / NQF 4

NQF 5 Certificate in Banking

Job description

FNB in Pretoria is seeking a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch environment. You will engage walk-in and existing customers, promote digital channels, and ensure ethical, policy-driven interactions.

The role emphasizes FAIS, FICA, TCF compliance and a customer-centric approach, with opportunities to cross-sell and migrate customers to self-service platforms.