Universal Advisor- Benoni

In brief

**Overview** This role as a Universal Advisor at First National Bank in Benoni involves providing a positive customer experience by being helpful, sensitive to customer needs, and offering product solutions, including directing customers to eChannels and Self Service platforms while adhering to policy and process. The advisor is responsible for delivering compliant sales and service solutions to walk-in and existing customers in a high-volume service environment, ensuring all interactions are value-driven, ethical, and aligned with FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance, while actively promoting digital and self-service channels. **What you will do** * Provide a positive customer experience by being helpful and sensitive to customer needs and expectations. * Provide product solutions and direct customers to the correct channels, including eChannels and Self Service, adhering to policy and process. * 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. * 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. * Conduct yourself in an ethical and professional manner 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 * 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services **Who should apply** The ideal candidate should possess the following attributes: * 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. **Deadline** October 17, 2026 **Reference** Original posting: https://www.myjobmag.co.za/job/universal-advisor-benoni-fnb-south-africa-2 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.

• Customer service

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

Job description

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