Universal Advisor

📝 About the role

FNB is looking for a Universal Advisor to serve walk-in customers in an FNB branch in the Pretoria area. You help clients with everyday banking, guide them to the FNB app and self-service channels, and sell suitable products.

✅ Key duties

• Engage customers in a positive and professional manner by being helpful by living up to our brand promise of “How can we help you?” at all times
• Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions
• Educate customers on the correct banking platforms suited to their needs to proactively migrate customers to digital, e-Channels, and self-service platforms
• Fulfil transactions above set benchmarks while delivering exceptional service
• Manage leads, referrals, and customer follow-ups within agreed turnaround times
• Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governance
• Always conduct yourself in an ethical and professional manner
• Take accountability for personal performance, learning, and career development
• Stay informed on product offerings, systems, and industry developments
• Contribute to team success and adapt to changing customer and business needs

🎓 Requirements

• Minimum Qualification: Grade 12/ NQF Level 4
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
• 1–3 years of experienc e in customer‑facing environments, service delivery, or client support within financial services
• Must not be an unrehabilitated insolvent

🎁 Benefits

• Opportunities to build strong customer relationships within a dynamic
• POP environment
• A challenging, fast-paced branch setting
• Continuous learning and development aligned to your career path
• Opportunities to make a meaningful impact as a brand ambassador within a local market