Universal Advisor- CPT | FNB South Africa
Job Location : Western Cape, Cape Town
Deadline : April 01, 2026
About the Role
Based in Cape Town, this role provides critical oversight of high-RPM branch data and delivers integrated banking services. Utilizing Salesforce for client lifecycle management and Workday for employee oversight, the advisor ensures 100% compliance with national banking standards. Their leadership is pivotal for mitigating operational risk in branch operations and leveraging data to optimize client retention and regional growth.
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.
End Date: December 30, 2025
Career Growth & Education
A degree in Commerce or Business Management provides the necessary foundation for this high-growth banking path. Professionals can advance to Relationship Manager or Regional Sales Lead roles by mastering retail banking metrics and pursuing specialized bootcamps in digital financial services. Participating in professional development workshops and obtaining certifications in digital logistics provides a pathway to senior roles in global finance firms.
Salary & Financial Insight
Estimated monthly salaries range from R22,000 to R38,000, reflecting the premium nature of the Western Cape financial sector. Advisors should focus on professional wealth management and early enrollment in a diversified retirement annuity to secure their long-term financial stability.
Interested and Qualified candidates should Click here to Apply Now
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