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Universal Advisor

firstrand · Jacobsdal

New
Junior 🇬🇧 English

Job description

About the role

FNB is hiring a Universal Advisor for its Points of Presence (POP) team in Jacobsdal. The role delivers a positive, compliant customer experience in a high-volume branch setting, helping walk-in and existing customers with banking solutions and guiding them toward digital and self-service channels.

Key responsibilities

  • Provide helpful, sensitive service and direct customers to the right e-channels and self-service options while following policy and process.
  • Sell and cross-sell products that fit customer needs, and educate customers on the right banking platforms.
  • Meet sales, service and customer experience targets in a fast-paced branch environment.
  • Manage leads, referrals and customer follow-ups within agreed turnaround times.
  • Maintain accurate customer records and comply with FAIS, FICA, Treating Customers Fairly (TCF) and internal governance.

Required profile

  • Grade 12 / NQF Level 4; NQF Level 5 certificate in banking, business administration, customer service or a related field is preferred.
  • 1-3 years of experience in customer-facing, service delivery or client support roles in financial services.
  • Not an unrehabilitated insolvent.
  • Strong understanding of FAIS, TCF and regulatory compliance, and proven ability to meet targets.

Required skills

  • Needs-based selling and solution delivery.
  • Compliance awareness and ethical conduct.
  • Strong communication, planning and organisational skills.

What we offer

  • A dynamic, fast-paced branch environment.
  • Continuous learning and development aligned to your career path.
  • The chance to act as a brand ambassador in a local market.

Questions fréquentes

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Source : ats:workday

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Published 4 hours ago

Expires 1 month from now

12 views · 0 interested

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firstrand

Jacobsdal