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—eChannels 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.