Universal Advisor
Core
Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment, proactively identifying needs and migrating customers to digital channels.
Role type
Frontline banking advisor (branch)
Builds
Banking products and services for retail customers
Domain
Financial services / Retail banking
Deliverable
client delivery
Required skills
Needs-based selling, regulatory compliance (FAIS/FICA/TCF), customer relationship management, transaction processing, digital channel migration, lead management
Preferred skills
NQF Level 5 Certificate in Banking or related fields, experience in financial services
Technologies
e-Channels, Self-Service platforms, internal banking systems
Responsibilities
Engage customers professionally to understand and address their needs; Identify, sell, and cross-sell appropriate banking products; Educate customers on digital platforms and self-service options; Fulfill transactions while meeting performance benchmarks; Manage leads, referrals, and follow-ups; Maintain accurate customer records and ensure adherence to governance principles.
Seniority
Entry to Mid-level, hands-on IC