Universal Advisor at FNB (Jacobsdal)
FirstRand · Jacobsdal, South Africa
Overview
FNB is hiring a Universal Advisor for their Points of Presence team in Jacobsdal. You will help walk-in customers with banking solutions, promote digital channels, and deliver compliant sales and service. This full-time branch role suits someone with 1 to 3 years of customer-facing experience who enjoys helping people and solving problems. Join a team that values diversity and collaboration while you grow your banking career.
About the role
As a Universal Advisor at FNB's Jacobsdal branch, you will be the friendly face that customers see when they walk in. Your job is to understand what they need and guide them to the right banking solution, whether that is a product, a digital platform, or a self-service channel.
You will work in a busy branch environment where every interaction counts. You will help customers with transactions, identify opportunities to cross-sell banking products, and educate them on using eChannels and self-service options. You will also manage leads and referrals, follow up with customers, and keep accurate records while sticking to FAIS, FICA, TCF, and internal governance rules.
Application note: Applications close on 09 November 2026. Submit your application before this date through the FirstRand careers portal.
Requirements
- Minimum Grade 12 or NQF Level 4 qualification
- NQF Level 5 certificate in Banking, Business Administration, Customer Service, or a related field recognized 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
- Excellent interpersonal and communication skills
- Client-focused with a strong ethical mindset
- Detail-oriented with high compliance awareness
- Able to work independently and as part of a team
Responsibilities
- Engage walk-in and existing customers in a positive and professional manner
- Identify customer needs and sell or cross-sell banking products that fit those needs
- Educate customers on digital and self-service platforms and help them migrate to eChannels
- 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
- Promote a value-driven and ethical approach in every customer interaction
- 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
Job details
- Organisation
- FirstRand
- Location
- Jacobsdal, South Africa
- Job type
- Full time
- Experience level
- Junior (1+ years)
- Education
- Higher certificate
- Category
- Banking & Insurance
- Posted
- 2 November 2026 (5 days ago)
- Closing date
- 9 November 2026
- Application Method
- Apply online
Success Guide
This is a great entry point into banking with FNB, one of South Africa's biggest banks. When you apply, make sure your CV shows any customer service experience you have, even if it was part-time or at a retail store. Highlight times you helped someone solve a problem or explained something clearly. Since the role involves compliance, mention any knowledge you have of FAIS or FICA if you have it. In an interview, be ready to talk about how you would handle a frustrated customer and how you would encourage someone to use a banking app instead of coming into the branch. Show that you are friendly, ethical, and comfortable working in a busy environment. Good luck!
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