Universal Advisor

In brief

**Job Title**: Universal Advisor **Company**: First National Bank **Overview** This role is for a Universal Advisor within First National Bank's Points of Presence (POP) team. The team operates in an inclusive environment that values diversity and collaboration. The primary focus of the role is to deliver a seamless and exceptional customer experience in a branch setting. This involves proactively identifying customer needs and providing appropriate banking solutions. As a Universal Advisor, the successful candidate will be 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 adhere to 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, Treating Customers Fairly (TCF) principles, and FNB governance. * Actively promote digital and self-service channels. * Engage customers in a positive and professional manner by being helpful and living up to the 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 (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 * 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** This role is suited for a positive, professional, and helpful individual who is customer-service oriented and committed to living the brand promise. The ideal candidate can understand customer needs, identify and cross-sell appropriate banking and financial solutions, and educate customers on digital and self-service platforms. They should be focused on achieving transaction benchmarks, delivering exceptional service, and capable of managing leads and follow-ups efficiently. The candidate must be meticulous in maintaining accurate customer records, ensuring compliance with financial regulations (FAIS, FICA, TCF), and upholding ethical standards. They should be accountable for personal performance, committed to continuous learning and development, stay informed on industry developments, and be a collaborative and adaptable team player. Additionally, a strong understanding of FAIS, TCF principles, regulatory compliance, proven ability to meet sales, service, and customer experience targets, and a sound financial standing (not being an unrehabilitated insolvent) are essential. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/universal-advisor-fnb-south-africa-39 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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