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 (IC)
Builds
Banking products and services for retail customers
Domain
Financial services / Retail banking
Deliverable
product features
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
eChannels, Self Service platforms
Responsibilities
Engage customers professionally to understand needs and provide appropriate banking solutions; Educate customers on digital platforms to migrate them to self-service; Fulfill sales and service benchmarks; Manage leads and follow-ups; Maintain accurate customer records and ensure regulatory compliance.
Seniority
Junior to Mid-level, hands-on IC