Universal Advisor

• Connect with our customers by living up to our brand promise of how we can help you? at all times.
• Converse with our customers in a way they fully understand and provide helpful solutions and products based on their needs.
• Always conduct themselves in an ethical manner.
• Adhere to the TCF (Treating Customer fairly) principles in all that you do.
• Identify and sell/cross sell products aligned to customer needs.
• Maximise channel optimisation opportunities identified aligned to customer needs.
• Ensure activities support cost containment and reduction.
• Optimise every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels.
• Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
• Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
• Demonstrate behaviour in support of the organisational values.
• Takes accountability for own performance, personal and career development.
• Improve knowledge and competencies by completing training specific for role as per eCareers.
• Contribute to the overall effectiveness and success of the team.
• Maintain an ability to adapt to ever changing business and customer needs.

FirstRand