Universal Advisor – Customer Service & Sales

About the role

As a Universal Advisor you will be the front‑line representative of FNB, delivering a seamless and positive experience to walk‑in customers in a high‑volume branch environment. You will combine service excellence with compliant sales, guiding customers toward the right banking solutions and digital channels.

Key responsibilities

• Engage customers professionally, understand their needs and provide tailored product recommendations.
• Promote and educate customers on e‑Channels, self‑service platforms and digital banking tools.
• Process transactions efficiently while meeting performance benchmarks.
• Manage leads, referrals and follow‑ups within agreed turnaround times.
• Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF and internal governance.
• Uphold ethical standards and contribute to team success.

Required profile

• Minimum Grade 12/NQF Level 4; preferably NQF Level 5 Certificate in Banking, Business Administration, Customer Service or related field.
• 1–3 years experience in a customer‑facing role 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.

Required skills

What we offer

• Opportunities for professional growth within an inclusive, diverse team.
• Access to training on product offerings, systems and industry developments.
• Supportive environment that encourages career development.