Universal Advisor Opportunity at FNB / FirstRand

As a Universal Advisor at FNB / FirstRand, you will play a pivotal role in delivering exceptional customer experiences within a dynamic branch environment. This position is ideal for individuals passionate about financial services, customer engagement, and driving digital adoption. You will be responsible for understanding customer needs, providing tailored product solutions, and guiding clients towards efficient eChannels and self-service platforms, all while upholding the highest standards of compliance and ethical conduct. Joining the FNB Points of Presence (POP) team means becoming part of a collaborative and inclusive environment where innovation and customer-centricity are paramount. This role offers a unique opportunity to be at the forefront of customer interaction, ensuring every client receives value-driven, ethical, and compliant service in line with FAIS, FICA, and Treating Customers Fairly (TCF) principles. You will be instrumental in helping customers navigate their financial journeys and embrace modern banking solutions.

Key Responsibilities

• Engage customers in a positive and professional manner, consistently living up to FNB's brand promise of 'How can we help you?' at all times, ensuring a welcoming and helpful branch experience.
• Understand customer needs thoroughly to identify, sell, and cross-sell appropriate banking and financial solutions that align perfectly with their individual requirements and financial goals.
• Educate customers effectively on the correct banking platforms suited to their needs, proactively migrating them to digital, e-Channels, and self-service platforms to enhance convenience and efficiency.
• Fulfil transactions above set benchmarks while delivering exceptional service, ensuring accuracy and speed in all customer interactions.
• Manage leads, referrals, and customer follow-ups diligently within agreed turnaround times, ensuring no customer query or opportunity is missed.
• Maintain accurate customer records and ensure strict compliance with FAIS, FICA, TCF principles, and internal governance frameworks to uphold regulatory standards.
• Always conduct yourself in an ethical and professional manner, representing FNB's values and commitment to integrity in every interaction.
• Take full accountability for personal performance, continuous learning, and career development, actively seeking opportunities to grow within the organisation.
• Stay informed on all product offerings, system updates, and broader industry developments to provide expert, up-to-date advice to customers.
• Contribute actively to team success and demonstrate adaptability to changing customer and business needs, fostering a collaborative and supportive work environment.

Why Join the Company

Joining FNB / FirstRand means becoming part of a leading financial institution committed to innovation and creating a better world. As a Universal Advisor, you will be immersed in a supportive and diverse environment that values collaboration and personal growth. FNB offers continuous learning and development opportunities aligned with your career path, enabling you to build strong customer relationships and make a meaningful impact as a brand ambassador within your local market. You will gain exposure to a challenging, fast-paced branch setting, providing ample opportunities to enhance your skills in customer service, sales, and financial compliance. FNB fosters a culture where employees are empowered to become the best version of themselves, contributing to a team that is deeply invested in delivering innovative, integrated, and customer-centric financial solutions. You will have access to a network of experienced professionals, cutting-edge banking technology, and a clear path for career progression within one of South Africa's most respected financial groups. This role is not just a job; it's an opportunity to shape the future of banking and make a tangible difference in people's lives.

How to Apply

Please apply using the Quick Apply button on this page.

* Salary is estimated based on market research and may not be accurate.

• 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
• Client-focused with a strong ethical mindset
• Passionate about service excellence and problem-solving
• Confident in needs-based selling and solution delivery