Universal Advisor- Roodepoort

In brief

**Overview** This role is for a Universal Advisor at First National Bank (FNB) in Roodepoort. The position involves delivering compliant sales and service solutions to walk-in and existing customers within a high-volume service environment. Interactions are expected to be value-driven, ethical, and aligned with FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance, while actively promoting digital and self-service channels. The bank emphasizes a supportive team environment for personal and professional growth. **What you will do** * Deliver compliant sales and service solutions to walk-in and existing customers. * Ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, TCF principles, and FNB governance. * Actively promote digital and self-service channels. * Engage customers in a positive and professional manner, upholding the brand promise of “How can we help you?”. * Understand customer needs to identify, sell, and cross-sell products and provide appropriate banking and financial solutions. * Educate customers on correct banking platforms to proactively migrate them 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. * 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 (from the original advert)** * **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. * **Experience:** 1–3 years in customer-facing environments, service delivery, or client support within financial services. * Must not be an unrehabilitated insolvent. **Who should apply** Candidates who: * Have a strong understanding of FAIS, TCF principles, and regulatory compliance. * Possess a proven ability to meet sales, service, and customer experience targets. * Are client-focused with a strong ethical mindset. * Are passionate about service excellence and problem-solving. * Are confident in needs-based selling and solution delivery. * Are agile, adaptable, and comfortable in a high-volume environment. * Are strong communicators with excellent interpersonal skills. * Are results-driven with strong planning and organisational skills. * Are detail-oriented with high compliance awareness. * Are able to work independently and collaboratively within a team. **Deadline** October 12, 2026 **Reference** Original posting: https://www.myjobmag.co.za/job/universal-advisor-roodepoort-fnb-south-africa-4 Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 1 year of experience.

• Agile / Scrum
• Customer service

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

Before you apply

• Confirm the requirements and closing date on the original listing (myjobmag). SPANi lists vacancies from other sites and may not reflect last-minute changes.
• Legitimate employers do not charge application, registration or training fees.
• Don't send your ID or bank details before you have confirmed the employer is real.

How to spot a job scam

Before you apply

• Read the full advert and confirm you meet the minimum requirements before applying.
• Tailor your CV headline and most recent experience to the job title and key skills.
• Note the closing date and reference number, and keep a copy of what you submit.
• Apply only through the employer or job board link — never pay to apply.