Universal Advisor
On-site · Johannesburg, Gauteng, South Africa
Job Summary
Universal Advisor role in a high-volume branch environment focusing on delivering compliant sales and service solutions to walk-in and existing customers. Responsibilities include engaging customers, identifying needs, cross-selling banking and financial solutions, educating customers on digital/self-service channels, migrating customers to e-Channels, maintaining accurate customer records, and ensuring FAIS, FICA, and TCF governance. Requires customer-centric service, ethical behavior, and strong knowledge of banking platforms and regulatory requirements. Opportunities to build customer relationships within a dynamic POP environment and contribute as a brand ambassador in South Africa.
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
- Must not be an unrehabilitated insolvent
- Strong understanding of FAIS, TCF principles, and regulatory compliance
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