Universal Advisor
On-site · Daveyton, Gauteng, South Africa
Job Summary
Universal Advisor role in a high-volume FirstRand POP/branch environment focused on delivering compliant sales and service solutions to walk-in and existing customers. Responsibilities include engaging customers, identifying needs, cross-selling banking products, educating customers on correct banking platforms, migrating customers to digital/self-service channels, fulfilling transactions to set benchmarks, managing leads/referrals, maintaining accurate records, and ensuring compliance with FAIS, FICA, TCF and internal governance. Requires strong product knowledge, ethics, accountability for performance, and ongoing learning; opportunities to contribute as a brand ambassador within the local market.
Required Qualifications
- 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
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