Universal Advisor at FNB Jacobsdal
FNB · Jacobsdal, Northern Cape
Overview
FNB is hiring a Universal Advisor for their Jacobsdal branch. You will help walk-in customers with banking products, transactions, and digital channels while working in a fast-paced branch environment. This full-time sales and service role is perfect for someone with 1 to 3 years of customer-facing experience who enjoys helping people and solving problems. Grade 12 is required.
About the role
As a Universal Advisor in FNB's Points of Presence team, you will be the friendly face that customers see when they walk into the Jacobsdal branch. Your main goal is to give every person a positive experience by listening to their needs and guiding them to the right banking solutions.
Day to day, you will engage with walk-in and existing customers, help them with transactions, and show them how to use digital and self-service platforms that make their banking easier. You will also identify opportunities to cross-sell products that genuinely fit what the customer needs, manage leads and referrals, and follow up within agreed timeframes.
Compliance is a big part of this role, so you will need to stay on top of FAIS, FICA, and Treating Customers Fairly principles while keeping accurate customer records. The branch can get busy, so being organised, ethical, and calm under pressure will serve you well.
Application note: Applications must be submitted before the closing date of 09/11/26. Late applications will not be accepted. You will apply through FNB's official recruitment portal.
Requirements
- Minimum Grade 12 or NQF Level 4 qualification
- NQF Level 5 certificate in Banking, Business Administration, Customer Service, or a 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
- Confident in needs-based selling and solution delivery
- Strong communicator with excellent interpersonal skills
- Detail-oriented with high compliance awareness
- Able to work independently and collaboratively in a team
Responsibilities
- Engage customers in a positive and professional manner while living up to the brand promise of How can we help you
- Understand customer needs to identify, sell, and cross-sell products aligned to those needs
- Educate customers on the correct banking platforms and proactively migrate them to digital, 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
- Conduct yourself in an ethical and professional manner at all times
- Stay informed on product offerings, systems, and industry developments
- Contribute to team success and adapt to changing customer and business needs
Benefits
Continuous learning and development aligned to your career path, opportunities to build strong customer relationships within a dynamic Points of Presence environment, opportunity to make a meaningful impact as a brand ambassador within a local market
Job details
- Organisation
- FNB
- Location
- Jacobsdal, Northern Cape
- Job type
- Full time
- Experience level
- Junior (1+ years)
- Education
- Matric
- Category
- Sales & Business Dev
- 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 if you enjoy working with people face to face. FNB looks for advisors who can balance sales targets with genuine customer care, so when you prepare for an interview, think of real examples where you helped someone solve a problem or explained something clearly. Brush up on FAIS and FICA basics, since compliance comes up often in banking interviews. Also be ready to talk about how you would handle a busy branch and a queue of impatient customers. Your Grade 12 certificate and any customer service experience are key, so highlight them clearly in your CV. Apply early through the FNB portal before 9 November 2026 to avoid missing out.
How we help you prepare
This employer takes applications on their own website, so you'll submit this one yourself — but SPAAN NOW gets everything ready for you first. Here's how it works:
- Our AI tailors your CV to match this job's keywords and requirements, so it stands out to recruiters and screening systems.
- A custom cover letter is written specifically for this role — no generic templates.
- We gather the documents this job needs: CV, Matric certificate and Academic transcript. SPAAN NOW pulls these from your profile and packages them together, ready to attach.
- Once your application is prepared, we show you exactly how and where to apply — just follow the link to the employer and submit your ready-made CV, cover letter and documents.
- Mark it as applied under Applications to keep track, and if you're shortlisted, use AI Interview Prep to practise questions commonly asked for roles like this.
We do the hard part — tailoring and gathering everything — so applying yourself only takes a minute.
Spaan Talk
Nobody has said anything yet. Be the first.