Universal Advisor

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OtherAdvisor

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Quick Summary

Requirements Summary

Grade 12/ NQF Level 4 Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service,

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OtherAdvisor

To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.

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

~1 min read

- 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 experience in customer‑facing environments, service delivery, or client support within financial services

Strong understanding of FAIS, TCF principles, and regulatory compliance
Proven ability to meet sales, service, and customer experience targets
Must not be an unrehabilitated insolventundefined

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 marketundefined

Client-focused with a strong ethical mindset
Passionate about service excellence and problem-solving
Confident in needs-based selling and solution delivery
Agile, adaptable, and comfortable in a high-volume environment
A strong communicator with excellent interpersonal skills
Results-driven with strong planning and organisational skills
Detail-oriented with high compliance awareness
Able to work independently and collaboratively within a team

05/10/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.