Universal Branch Advisor - Estcourt

FirstRand Limited; Estcourt; On-site; ZAR 558,000 - 669,000; Full time

Benefits offered by this job

Growth opportunities

Inclusive work environment

Professional development

Job summary

FirstRand Limited in Estcourt is seeking a Branch Advisor / Universal Advisor to deliver excellent customer service, educate customers on digital banking, and drive cross-sell opportunities within FAIS and FICA guidelines. You will manage leads, maintain records, and work toward sales and service targets.

The role emphasizes building trusted relationships, staying informed on product knowledge, and contributing to the team in a dynamic banking environment.

Qualifications

• Strong understanding of customer service principles and relationship management.
• Knowledge of FAIS, FICA, TCF, and regulatory requirements.
• Proven ability to achieve sales, service, and customer experience targets.

Responsibilities

• Build and maintain long-term customer relationships to support retention and growth.
• Deliver exceptional customer service by understanding needs and providing appropriate banking solutions.
• Educate customers on digital, self-service, and e-channel banking platforms.

Skills

Customer service

Sales experience

Communication skills

Education

Grade 12 / Matric

NQF Level 5 Banking Certificate

Tools

CRM software

Job description

FirstRand Limited in Estcourt is seeking a Branch Advisor / Universal Advisor to deliver excellent customer service, educate customers on digital banking, and drive cross-sell opportunities within FAIS and FICA guidelines. You will manage leads, maintain records, and work toward sales and service targets.

The role emphasizes building trusted relationships, staying informed on product knowledge, and contributing to the team in a dynamic banking environment.