Universal Advisor- Hout Bay

Job Description

• To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
• As a Universal Advisor, you will be responsible for delivering compliant sales and service solutions to walk-in and existing customers in a high-volume service environment. You will ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance while actively promoting digital and self-service channels.
• Now’s the time to imagine your potential in a team where you can become the best version of yourself.

Are you someone who can:

• Engage customers in a positive and professional manner by being helpful
• by living up to our 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

Qualification & Experience Requirement

• 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

You will be an ideal candidate if you possess the following:

• 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

End Date: November 16, 2026