Universal Advisor- Bloemfontein | FNB South Africa
Job Location : Free State, Bloemfontein
Deadline : April 01, 2026
About the Role
This role provides strategic oversight of high-RPM branch data and delivers personalized banking solutions in the Bloemfontein hub. Utilizing Salesforce for customer engagement and Workday for organizational compliance, the advisor ensures 100% adherence to financial services standards. Their leadership mitigates operational risk in retail banking and leverages data to optimize the customer experience and branch performance.
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
- Connect with our customers by living up to our brand promise of how we can help you? at all times.
- Converse with our customers in a way they fully understand and provide helpful solutions and products based on their needs.
- Always conduct themselves in an ethical manner.
- Adhere to the TCF (Treating Customer fairly) principles in all that you do.
- Identify and sell/cross sell products aligned to customer needs.
- Maximise channel optimisation opportunities identified aligned to customer needs.
- Ensure activities support cost containment and reduction.
- Optimise every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels.
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
- Demonstrate behaviour in support of the organisational values.
- Takes accountability for own performance, personal and career development.
- Improve knowledge and competencies by completing training specific for role as per eCareers.
- Contribute to the overall effectiveness and success of the team.
- Maintain an ability to adapt to ever changing business and customer needs.
Qualifications:
- NQF 5
- Experience: 1-3 Years
End Date: December 30, 2025
Career Growth & Education
A Bachelor’s degree in Business, Finance, or Marketing is the preferred foundation for this tech-driven commercial path. Professionals can advance to Branch Manager or Regional Growth Director by mastering retail banking metrics and financial product strategy. Pursuing specialized bootcamps in digital economy leadership and obtaining professional certifications in strategic account management provides a pathway to senior roles in global fintech firms.
Salary & Financial Insight
Estimated monthly earnings range from R20,000 to R35,000, including a competitive base salary and significant performance-based incentives. Strategic financial planning should involve a focus on building a robust emergency fund and exploring tax-efficient investment vehicles like tax-free savings accounts.
Interested and Qualified candidates should Click here to Apply Now
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