Universal Advisor- Boksburg

In brief

Overview This role at First National Bank (FNB) is for a Universal Advisor based in Boksburg. The position involves delivering compliant sales and service solutions to both walk-in and existing customers in a high-volume service environment. The advisor is responsible for ensuring all interactions are value-driven, ethical, and compliant with FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance, while actively promoting digital and self-service channels. What you will do * Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume service environment. * 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, living up to the brand promise of “How can we help you?”. * Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions. * Educate customers on 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 (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 * 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services * Must not be an unrehabilitated insolvent Who should apply The ideal candidate for this role possesses a strong understanding of FAIS, TCF principles, and regulatory compliance, coupled with a proven ability to meet sales, service, and customer experience targets. This individual should be client-focused with a strong ethical mindset, passionate about service excellence and problem-solving. They should be confident in needs-based selling and solution delivery, agile, adaptable, and comfortable in a high-volume environment. Strong communication, excellent interpersonal skills, results-driven planning and organisational skills, and detail-oriented compliance awareness are also expected. The candidate should be able to work both independently and collaboratively within a team. Deadline October 12, 2026 Reference Original posting: https://www.myjobmag.co.za/job/universal-advisor-boksburg-fnb-south-africa-3 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

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