Universal Advisor Lead

To provide administration support to ensure the smooth running of the Administration and Risk part of the Branch and assist in the achievement of the customer migration to electronic methods of banking strategy.

Hello Future Universal Advisor

Welcome to FNB, the home of the #changeables. We are a trusted partner, deeply invested in creating a better world by delivering innovative, integrated, and customer-centric financial solutions.

As part of our FNB Points of Presence (POP) team, you will be surrounded by unique talent in an inclusive environment that values diversity and collaboration. This role focuses on delivering a seamless, exceptional customer experience within a branch environment while proactively identifying customer needs and providing appropriate banking solutions.

• 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.

• 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.