Universal Advisor

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: September 29, 2026