Universal advisor

Universal Advisor – FNB Points of Presence (POP)

Provide a positive customer experience by being helpful, sensitive to customer needs, and delivering product solutions. Guide customers to the correct channel—e Channels and Self Service—while adhering to policy and process.

Responsibilities Engage customers in a positive, 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 those needs. Educate customers on the correct banking platforms and proactively migrate them 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 oneself in an ethical and professional manner, taking accountability for per...