Universal Advisor

About this role

FNB, part of FirstRand, is looking for a Universal Advisor for its Points of Presence (POP) team in Emalahleni. The role is based in a branch and focuses on giving customers a smooth, helpful service while you find out what they need and suggest the right banking products.

What you’ll do

• Greet walk-in and existing customers in a friendly, professional way and help them with their banking needs.
• Learn what each customer needs, then offer products and services that fit those needs.
• Show customers how digital banking, e-channels and self-service options work, and help them move over to these where it suits them.
• Complete transactions at or above the set targets without losing focus on service.
• Manage leads, referrals and customer follow-ups within the agreed turnaround times.
• Keep customer records accurate and follow FAIS, FICA, Treating Customers Fairly (TCF) and FNB rules.
• Keep up to date with products, systems and changes in the industry.

What you need

• Grade 12 or NQF Level 4 (minimum).
• Advantageous: an NQF Level 5 certificate in Banking, Business Administration, Customer Service or a related field recognised by FAIS.
• 1 to 3 years of experience in customer-facing work, service delivery or client support in financial services.
• A solid understanding of FAIS, TCF principles and regulatory compliance.
• A track record of meeting sales, service and customer experience targets.
• You must not be an unrehabilitated insolvent.

Is this job for you?

This job suits someone who enjoys helping people and works well in a fast, busy branch. You should be ethical, careful with compliance and comfortable selling by understanding what a customer needs. If you like working on your own and also as part of a team, this role could be a good fit.

Tips before you apply

• Have your Grade 12 or NQF Level 4 certificate and any NQF Level 5 or banking certificates ready to upload.
• On your CV, give clear examples of customer-facing work and the targets you met, with numbers where you can.
• Mention any knowledge of FAIS, FICA or TCF, even if it came from a course or on-the-job training.

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