First National Bank (FNB) is seeking a suitable candidate for the position of Universal Advisor in Johannesburg. This opportunity is aimed at individuals with banking, sales or customer service experience who can assist customers with their financial needs in a busy branch environment.
The successful candidate will provide sales and service support to walk-in and existing customers, help them access appropriate banking products and guide them towards suitable digital banking channels. The role also involves managing leads, handling referrals, following up with customers and maintaining accurate records in accordance with applicable compliance requirements.
Candidates applying for this position should have Grade 12 or an NQF Level 4 qualification, along with relevant sales or service experience. A relevant NQF Level 5 certificate is preferred, and applicants should understand FAIS and Treating Customers Fairly (TCF) principles.
- Company: First National Bank (FNB)
- Position: Universal Advisor
- Location: Johannesburg, Gauteng
- Industry: Banking and Financial Services
- Minimum Qualification: Grade 12 or NQF Level 4
- Experience: 1–3 years in sales or customer service
- Preferred Qualification: NQF Level 5 certificate in Banking, Business Administration or Customer Service, recognised for FAIS purposes
- Closing Date: Before 23 October 2026
About the FNB Universal Advisor Position
The Universal Advisor position combines customer service with sales support within a banking branch. The role requires an individual who can understand customer enquiries, provide information about banking products and help customers identify appropriate ways to access FNB’s services.
As part of the branch team, the successful candidate will interact with both existing customers and people visiting the branch for assistance. Providing a positive customer experience, identifying potential sales opportunities and ensuring that customer information is handled correctly are important aspects of the position.
The role also includes encouraging customers to use relevant digital banking channels when appropriate. This requires clear communication and the ability to guide customers towards suitable service options.
Key Responsibilities
The Universal Advisor will be responsible for a combination of customer support, sales activities and administrative duties. Key responsibilities include:
- Assist banking customers: Provide sales and service support to walk-in and existing customers who require assistance with banking products and services.
- Promote relevant banking products: Help customers understand available products and identify suitable sales opportunities based on their needs.
- Encourage digital banking: Direct customers to the appropriate digital channels where these can meet their service requirements.
- Manage leads and referrals: Record and manage sales leads, handle referrals and follow up with customers as required.
- Maintain accurate records: Ensure customer information and related records are kept accurately and handled in line with applicable requirements.
- Follow compliance principles: Carry out customer-related activities with consideration for FAIS, FICA and TCF requirements.
Minimum Requirements
Applicants should review the following requirements carefully before submitting an application.
1. Educational Qualifications
- Grade 12 or an NQF Level 4 qualification is required.
- An NQF Level 5 certificate in Banking, Business Administration or Customer Service is preferred.
- The preferred certificate should be recognised for FAIS purposes, as specified in the vacancy information.
2. Relevant Work Experience
Candidates should have between one and three years of sales or customer service experience. Experience in a customer-facing environment can be relevant where it demonstrates the ability to communicate with customers, respond to enquiries and support sales or service activities.
3. Regulatory and Customer Service Knowledge
Applicants should have an understanding of FAIS and Treating Customers Fairly (TCF) principles. The vacancy also highlights the importance of maintaining customer records in accordance with FAIS, FICA and TCF requirements.
Understanding FAIS, FICA and TCF
The advertisement refers to three important compliance areas that are relevant to the role:
- FAIS: The Financial Advisory and Intermediary Services framework, which regulates certain financial advisory and intermediary activities.
- FICA: The Financial Intelligence Centre Act, which includes requirements relating to customer identification and measures to help prevent financial crime.
- TCF: Treating Customers Fairly, a framework focused on fair outcomes for customers in financial services.
Applicants should be prepared to explain their understanding of these principles and how they relate to accurate record-keeping, appropriate customer assistance and responsible sales practices.
Skills Relevant to the Universal Advisor Role
The responsibilities outlined in the vacancy indicate that successful candidates should be able to demonstrate the following abilities:
- Communication skills: Explain banking information clearly and interact professionally with customers.
- Customer service: Respond to customer needs and provide helpful, respectful assistance.
- Sales ability: Identify relevant product opportunities and contribute to sales activities.
- Organisation: Manage leads, referrals and follow-ups while keeping customer records accurate.
- Digital awareness: Help customers navigate suitable digital banking channels.
- Compliance awareness: Understand the importance of following the bank’s relevant regulatory and customer fairness requirements.
How to Prepare Your Application
Before applying, candidates should tailor their CV to the requirements of the Universal Advisor vacancy. A focused application makes it easier for recruiters to identify relevant qualifications, experience and skills.
- Tailor your professional summary: Use relevant wording from the vacancy, where accurate, such as customer service, sales, banking products, lead management and digital banking channels.
- Highlight relevant experience: Describe your previous sales or service responsibilities and provide examples of how you assisted customers, handled enquiries or supported sales targets.
- List your qualifications clearly: Include your Grade 12 or NQF Level 4 qualification and any relevant NQF Level 5 certificate.
- Showcase compliance knowledge: If you have relevant knowledge or experience involving FAIS, FICA or TCF, explain it accurately in your CV.
- Submit only requested documents: Follow the official application instructions and avoid attaching unnecessary documents.
- Apply early: Submit your application before the advertised deadline rather than waiting until the last day.
How to Apply for the FNB Universal Advisor Job
Interested candidates should visit FNB’s official careers website and search for the Universal Advisor vacancy in Johannesburg. Read the full advertisement to confirm the job reference, specific application requirements and any additional conditions before applying.
Official careers website: FNB
Closing date: Applications close before 23 October 2026. Candidates should confirm the exact deadline shown on the official vacancy listing and submit their applications in advance.
Important Information for Applicants
The supplied vacancy information does not specify the salary, employment type, benefits or exact application URL. Applicants should consult the official FNB careers listing for these details and to confirm that the vacancy is still accepting applications.
Before submitting your application, check that your contact details are correct, your qualifications are accurately listed and your CV clearly demonstrates the required sales or customer service experience.
Leave a Reply