Universal Advisor
Core
Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment while proactively migrating customers to digital channels.
Role type
Frontline retail banking advisor (Universal Advisor)
Builds
Banking products and services for retail customers
Domain
Financial services / Retail banking
Deliverable
client delivery
Required skills
needs-based selling, cross-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 identify and sell appropriate banking solutions, Educate customers on digital platforms to migrate them to self-service, Fulfill sales and service benchmarks, Manage leads and customer follow-ups, Maintain accurate customer records ensuring regulatory compliance, Adapt to changing business needs
Seniority
Junior to Mid-level, hands-on IC