Universal Advisor Pipeline

About this role

FNB, part of FirstRand, is looking for a Universal Advisor for its Points of Presence (POP) team in Nelspruit. The role is based in a branch and focuses on helping walk-in and existing customers with sales and service in a busy environment.

What you’ll do

• Greet customers in a friendly, professional way and help them with their banking needs.
• Find out what each customer needs, then offer products and solutions that fit those needs.
• Show customers how digital banking and self-service channels work, and help them move to these options.
• Process transactions to meet set targets while keeping service standards high.
• Manage leads, referrals and customer follow-ups on time.
• Keep customer records accurate and follow FAIS, FICA, Treating Customers Fairly (TCF) and internal 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: NQF Level 5 certificate in Banking, Business Administration, Customer Service or a related field recognised by FAIS.
• 1 to 3 years of experience in a customer-facing, service delivery or client support role in financial services.
• A good understanding of FAIS, TCF principles and regulatory compliance.
• A proven record of meeting sales, service and customer experience targets.
• Good communication and interpersonal skills.
• Strong planning and organisational skills, with attention to detail.
• You must not be an unrehabilitated insolvent.

Is this job for you?

This job suits someone who enjoys helping people and solving problems. You should be comfortable in a fast-paced branch, work well alone and in a team, and take compliance seriously.

Tips before you apply

• Have your certificates and proof of matric or NQF Level 4 ready, including any NQF Level 5 qualification you hold.
• On your CV, give clear examples of sales or service targets you have met and how you did it.
• Show your 1 to 3 years of customer-facing experience with specific tasks, such as handling walk-in clients or resolving complaints.

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