Customer Service and Sales Advisor at FNB Pretoria
FNB · Pretoria, Gauteng
Overview
FNB is hiring a Universal Advisor for their Points of Presence team in Pretoria. You will help walk in customers with banking products and services while promoting digital channels. This is a great opportunity for someone with 1 to 3 years of customer facing experience in financial services who enjoys sales and service in a fast paced branch environment.
About the role
Join FNB as a Universal Advisor in Pretoria and be part of a team that delivers a seamless banking experience to customers. You will work in a busy branch environment where every interaction matters.
- Engage customers in a friendly and professional way, living the brand promise of How can we help you
- Identify customer needs and provide suitable banking products and solutions
- Educate and migrate customers to digital, eChannel and self service platforms
- Process transactions above set benchmarks while delivering excellent service
- Manage leads, referrals and customer follow ups within agreed timeframes
- Keep accurate customer records and comply with FAIS, FICA, TCF and internal governance
- Stay updated on product offerings, systems and industry developments
Application note: Applications must be submitted before the closing date. Late applications will not be accepted. Apply through FNB official careers portal using the link provided.
Requirements
- Minimum Grade 12 or NQF Level 4
- NQF Level 5 certificate in Banking, Business Administration, Customer Service or related field recognised by FAIS is preferred
- 1 to 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
- Client focused with a strong ethical mindset
- Confident in needs based selling and solution delivery
- Excellent interpersonal and communication skills
- Results driven with strong planning and organisational skills
- Detail oriented with high compliance awareness
Responsibilities
- Provide a positive customer experience by being helpful and sensitive to customer needs and expectations
- Identify and sell banking products and solutions aligned to customer needs
- Direct customers to the correct channels including eChannels 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
- Take accountability for personal performance, learning and career development
- Contribute to team success and adapt to changing customer and business needs
Benefits
Opportunities to build strong customer relationships, continuous learning and development aligned to career path, opportunity to make a meaningful impact as a brand ambassador
Job details
- Organisation
- FNB
- Location
- Pretoria, Gauteng
- Job type
- Full time
- Experience level
- Junior (1+ years)
- Education
- Matric
- Category
- Banking & Insurance
- Posted
- 3 November 2026 (4 days ago)
- Closing date
- 10 November 2026
- Application Method
- Apply online
Success Guide
This FNB Universal Advisor role is a great stepping stone into banking sales and service. To stand out, highlight any experience you have dealing directly with customers, especially in financial services. Be ready to talk about how you handle busy situations and meet targets.
In the interview, they will likely ask how you explain banking products to someone who is not familiar with digital banking. Show that you understand FAIS and TCF principles, and that you enjoy helping people. Also make sure your CV clearly shows your Grade 12 and any relevant certificates.
Applications close on 10 November 2026, so submit yours early through the FNB careers portal. Good luck!
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