Universal Advisor- Robertson

Are you someone who can: Engage customers in a positive and professional manner by being helpful by living up to our brand promise of "How can we help you?" at all times Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions Educate customers on the correct banking platforms suited to their needs to proactively migrate customers to digital, e-Channels, 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 Always conduct yourself in an ethical and professional manner 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 Qualification & Experience Requirement Minimum Qualification: Grade 12/ NQF Level 4 Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS 1 - 3 years of experience in customer‑facing environments, service delivery, or client support within financial services You will be an ideal candidate if you possess the following: 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 You will have access to: Opportunities to build strong customer relationships within a dynamic POP environment A challenging, fast-paced branch setting Continuous learning and development aligned to your career path Opportunities to make a meaningful impact as a brand ambassador within a local marketundefined You can be a match if you are: Client-focused with a strong ethical mindset Passionate about service excellence and problem-solving Confident in needs-based selling and solution delivery Agile, adaptable, and comfortable in a high-volume environment A strong communicator with excellent interpersonal skills Results-driven with strong planning and organisational skills Detail-oriented with high compliance awareness Able to work independently and collaboratively within a team End Date: October 30, 2026