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FirstRand
Retail

Universal Advisor

FirstRand Johannesburg Full-time

Job description

Welcome to FNB , the home of the #changeables . We are a trusted partner, deeply invested in creating a better world by delivering innovative, integrated, and customer-centric financial solutions. As part of our FNB Points of Presence (POP) team, you will be surrounded by unique talent in an inclusive environment that values diversity and collaboration. This role focuses on delivering a seamless, exceptional customer experience within a branch environment while proactively identifying customer needs and providing appropriate banking solutions. As a Universal Advisor , you will be responsible for delivering compliant sales and service solutions to walk-in and existing customers in a high-volume service environment. You will ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance while actively promoting digital and self-service channels. Now’s the time to imagine your potential in a team where you can become the best version of yourself. Are you someone who can:Engage customers in a positive and professional manner by being helpfulby living up to our brand promise of “How can we help you?” at all timesUnderstand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutionsEducate customers on the correct banking platforms suited to their needs to proactively migrate customers to digital, e-Channels, and self-service platformsFulfil transactions above set benchmarks while delivering exceptional serviceManage leads, referrals, and customer follow-ups within agreed turnaround timesMaintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governanceAlways conduct yourself in an ethical and professional mannerTake accountability for personal performance, learning, and career developmentStay informed on product offerings, systems, and industry developmentsContribute to team success and adapt to changing customer and business needs  Qualification & Experience RequirementMinimum Qualification: Grade 12/ NQF Level 4Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS1–3 years of experienc e in customerfacing environments, service delivery, or client support within financial services You will be an ideal candidate if you possess the following:Strong understanding of FAIS, TCF principles, and regulatory complianceProven ability to meet sales, service, and customer experience targetsMust not be an unrehabilitated insolvent  

Responsibilities & skills

Education

Opportunities to build strong customer relationships within a dynamic POP environmentA challenging, fast-paced branch settingContinuous learning and development aligned to your career pathOpportunities to make a meaningful impact as a brand ambassador within a local market

Experience

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About the company

FirstRand

FirstRand knows firsthand about banking. The company's FirstRand Bank Holdings operates FirstRand Bank and First National Bank in southern Africa, as well as asset financing firm WesBank and investment bank Rand Merchant Bank. FirstRand Limited owns and operates more than 750 branches and approximately 6,000 ATMs in South Africa, Botswana, Lesotho, Mozambique, Namibia, Swaziland, and Zambia. It also has a presence on every continent except Antarctica, with an international focus on Asia, Australia, the Middle East, and the UK. The company's activities encompass retail and private banking, corporate and investment banking, insurance, and asset management. 
PO Box 650149 Benmore, 2010www.firstrand.co.za
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