Client Advisor

Nedbank; Noordwes; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Nedbank in Potchefstroom invites applications for a Client Advisor role within Personal and Private Banking. You will educate clients on self-service digital solutions while addressing their sales and service needs to grow market share.

The position emphasizes servicing existing clients and attracting new accounts through informed product recommendations. The role requires FAIS competency and a client-first mindset, with focus on compliant processes and excellent service.

Qualifications

• Experience in retail/banking sales environments preferred.
• Ability to educate clients on products and digital channels.
• Strong client engagement and relationship-building skills.

Responsibilities

• Respond to client needs with the right service and solution.
• Educate clients on subscribing to and servicing accounts.
• Build trust and maintain client relationships through ongoing updates.
• Cross-sell relevant financial solutions to clients.
• Document needs analysis and provide suitable product suggestions.
• Manage client requests end-to-end and escalate if needed.
• Support sales processes by informing clients of product features and benefits.

Skills

Product sales skills

Sales Strategies

Product Knowledge

Customer service principles

Nedbank policies and procedures

Customer relationship management

Education

Business Relevant Certificate or Diploma or Institute of Banking

FAIS Approved Qualification (120)

Job description

Requisition and Specialist Recruiter Information

REQ 146877 - Twanette Coetser

Closing Date - 07 September 2026

Cluster and Location

Personal and Private Banking - Consumer Channel

Potchefstroom, North West Province

Career Stream

Sales

Leadership Pipeline

Manage Self: Technical (MST)

FAIS Affected

FAIS Affected - Yes

Client Advisor

Job Purpose

Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share.

Job Responsibilities

Client Engagement:

• Respond to client needs by offering the right service and solution.
• Build client trust by applying your expertise and experience to do good for your client.
• Educate clients and potential clients on how to subscribe and service their account.
• Treat clients with respect, build trust, show care and humility in all client interactions.
• Help clients achieve their goals and grow financially.
• Own the client request end to end and route for alternative intervention if not equipped to service the client.
• Entrench clients and deliver value through cross selling.
• Facilitate the sales process by informing clients of the product features and benefits.
• Document client needs analysis and provide corresponding product solutions.
• Obtain referrals from existing clients as well as leads from other business units.
• Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests.
• Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels.
• Collaborate with internal stakeholders to provide complete financial solutions for clients.
• Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems.
• Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.
• Act with a client first mindset in all client engagements.

Nedbank Goals:

• Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures, and policies.
• Develop, retain, and grow the business by delivering against individual and team goals that support a positive client experience.
• Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.
• Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
• Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
• Support the achievement of the sales and service strategy objectives and values.
• Enable Nedbank's strategy of being financial experts who do good.
• Covert leads into sustainable business for Nedbank in a responsible manner.

Risk and Compliance:

• Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
• Report suspicious transactions to the relevant department.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications, and training material.
• Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultra-violet lights to identify false identity documents).
• Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation.

Minimum Experience Level

• 2 - 3 years Retail/Banking Client Service, Sales, Relationship experience
• 2 - 3 years in a Customer Service / Client facing role

Requirements

• Matric / Grade 12 / National Senior Certificate
• Business Relevant Certificate or Diploma or Institute of Banking would be an advantage
• 120 FAIS Credit / FAIS Approved Qualification

Technical / Professional Knowledge

• Product sales skills
• Sales Strategies
• Product Knowledge
• Customer service principles
• Nedbank policies and procedures
• Customer relationship management

Behavioural Competencies

• Building Customer Loyalty
• Building Trusting Relationships
• Sales Persuasion
• Technology Savvy
• Planning and Organizing
• Adaptability
• Applied Learning

---------------------------------------------------------------------------------------