Job Description
Hello Future Universal AdvisorWelcome 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
Responsibilities + Skills
Minimum Qualification: Grade 12/ NQF Level 4Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS13 years of experienc e in customerfacing environments, service delivery, or client support within financial services
Education
Universal Advisor
Experience