Universal Advisor

Wesbank

📍 remote, south africa, South-Africa

Full-time Other-General

Job Description

Job Description

Deliver a positive customer experience by being helpful and sensitive to customers’ needs and expectations, providing product solutions, and directing them to the correct channel. You will work in a branch environment, ensuring every interaction is value-driven, ethical, and compliant with FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance while promoting digital and self‑service channels.

Responsibilities

  • Engage customers in a positive and 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 their needs, providing appropriate banking and financial solutions.
  • Educate customers on the correct banking platforms suited to their needs to migrate them to digital, e‑Channels and self‑service platforms.
  • Fulfil transactions above set benchmarks while delivering excep...
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