Universal Advisor- Midrand

In brief

Overview The Universal Advisor role at First National Bank (FNB) in Midrand focuses on delivering a positive customer experience by being helpful and sensitive to customer needs and expectations. This involves providing product solutions, directing customers to the correct eChannels and Self Service platforms, and adhering to all relevant policies and processes. What you will do * Provide a positive customer experience by being helpful and sensitive to customer needs and expectations. * Provide product solutions, including directing customers to the correct eChannels and Self Service platforms, while adhering to policy and process. * 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 appropriate products and banking/financial solutions. * Educate customers on suitable 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 ethically and professionally at all times. * 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 of experience in customer-facing environments, service delivery, or client support within financial services * **Knowledge/Ability:** * Strong understanding of FAIS, TCF principles, and regulatory compliance * Proven ability to meet sales, service, and customer experience targets * Must not be an unrehabilitated insolvent Who should apply The ideal candidate is 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. Applicants should be agile, adaptable, comfortable in a high-volume environment, and possess strong communication and excellent interpersonal skills. The role requires someone who is results-driven with strong planning and organisational skills, detail-oriented with high compliance awareness, and 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-midrand-fnb-south-africa 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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