Universal Banking & Solutions Advisor

RMB Nigeria Limited; 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. You will engage customers, educate them on digital channels, and migrate to e-channels while meeting regulatory requirements.

The role emphasizes ethical conduct, accurate recordkeeping, and continuous learning within FAIS, FICA, and TCF frameworks. Apply now for a dynamic POP environment at FNB.

Qualifications

• Minimum Qualification: Grade 12 / NQF Level 4.
• Preferred: NQF Level 5 in Banking, Business Admin, or related field.
• 1–3 years in customer-facing environments within financial services.

Responsibilities

• Engage customers in a positive, professional manner and address needs.
• Educate customers on correct banking platforms and migrate to digital channels.
• Process transactions and meet service targets in a high-volume branch.
• Manage leads, referrals, and follow-ups within agreed timelines.
• Maintain accurate records and ensure FAIS, FICA, TCF compliance.
• Act ethically, take ownership, and stay informed on product offerings.

Skills

Customer service mindset

Sales skills

Communication skills

Regulatory knowledge

Ethical conduct

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking or related field

Job description

FNB in Pretoria is seeking a Universal Advisor to deliver compliant sales and service solutions in a high-volume branch. You will engage customers, educate them on digital channels, and migrate to e-channels while meeting regulatory requirements.

The role emphasizes ethical conduct, accurate recordkeeping, and continuous learning within FAIS, FICA, and TCF frameworks. Apply now for a dynamic POP environment at FNB.