Branch Advisor / Universal Advisor at FNB Estcourt
FNB · Estcourt, KwaZulu Natal
Overview
FNB is building a talent pool for Branch Advisor and Universal Advisor roles in Estcourt. If you enjoy helping customers with their banking needs, selling financial solutions, and guiding people to digital channels, this could be your foot in the door at one of South Africa's biggest banks. Bring your Matric, 1 to 3 years of customer-facing experience, and a passion for service excellence. This is a pipeline role for future vacancies, so applying now puts you on their radar.
About the role
FNB is looking for customer-focused individuals to join their Branch Advisor / Universal Advisor talent pool for the Estcourt catchment cluster. This role is all about delivering a positive banking experience by understanding what customers need and helping them get it right the first time.
As a Branch Advisor, you will build long-term relationships with customers, educate them on digital and self-service channels, and provide compliant financial advice where applicable. You will also identify opportunities to sell and cross-sell products, manage leads and referrals, and meet individual sales and service targets. The environment is fast-paced and inclusive, with plenty of room to grow your career in banking.
Important application note: This is a talent pool listing, which means your profile will be considered for future Branch Advisor and Universal Advisor opportunities as vacancies arise. Applications close on 30 November 2026. Submit your application before the closing date on FNB's official careers site.
Requirements
- Grade 12 / Matric (NQF Level 4) is the minimum qualification
- An NQF Level 5 certificate in Banking, Business Administration, Customer Service, Financial Services, or a related FAIS-recognised qualification is preferred
- 1 to 3 years of experience in a customer-facing, sales, service delivery, or client support environment within financial services, banking, insurance, retail, telecommunications, or related industries
- Understanding of customer service principles and relationship management
- Knowledge of FAIS, FICA, TCF, and other regulatory requirements
- Proven ability to achieve sales, service, and customer experience targets
- Strong communication and interpersonal skills
- High levels of professionalism, ethics, and integrity
- Strong planning, organisation, and problem-solving skills
- Attention to detail and compliance awareness
Responsibilities
- Build and maintain long-term customer relationships that support retention and growth
- Deliver exceptional customer service by understanding needs and providing appropriate banking and financial solutions
- Connect with customers using the brand promise of 'How can we help you?'
- Identify opportunities to sell and cross-sell relevant products and services
- Educate customers on digital, self-service, and e-channel banking platforms
- Provide compliant financial advice and solutions in line with FAIS requirements where applicable
- Manage leads, referrals, and customer follow-ups within agreed turnaround times
- Achieve individual sales, service, and customer experience targets
- Maintain accurate customer records and required documentation
- Ensure compliance with FAIS, FICA, Treating Customers Fairly (TCF), and internal governance requirements
- Stay informed on industry developments, product knowledge, and system enhancements
Job details
- Organisation
- FNB
- Location
- Estcourt, KwaZulu Natal
- Job type
- Full time
- Experience level
- Junior (1+ years)
- Education
- Matric
- Category
- Banking & Insurance
- Posted
- 5 November 2026 (2 days ago)
- Closing date
- 30 November 2026
- Application Method
- Apply online
Success Guide
Hi there! If you are keen on a banking career with FNB, this talent pool is a smart way to get your name in front of the right people. Make sure your CV clearly shows your customer service and sales experience, and highlight any exposure to banking products or regulations like FAIS and FICA. Since this is a pipeline role, treat it like a real application: tailor your CV to the branch advisor duties, and be ready to talk about how you handle customers and meet targets in an interview. Also, double-check your Matric certificate is attached. Good luck!
How we help you prepare
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