Universal Advisor

Job Description

Deliver a positive customer experience by being helpful and sensitive to customers’ needs and expectations, providing product solutions, and directing them to the correct channel. You will work in a branch environment, ensuring every interaction is value-driven, ethical, and compliant with FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance while promoting digital and self‑service channels.

Responsibilities

• Engage customers in a positive and professional manner, living up to the brand promise “How can we help you?” at all times.
• Understand customer needs to identify, sell and cross‑sell products aligned to their needs, providing appropriate banking and financial solutions.
• Educate customers on the correct banking platforms suited to their needs to migrate them to digital, e‑Channels and self‑service platforms.
• Fulfil transactions above set benchmarks while delivering excep...