Client Advisor

Nedbank Private Wealth; Upington; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A prominent financial institution in South Africa seeks a dedicated Client Engagement Specialist. This role emphasizes educating clients on digital banking solutions and fostering trustful relationships to help them achieve financial goals. The ideal candidate will have 2-3 years in client service, a Matric certificate, and excellent sales skills. Responsibilities include responding to client needs, documenting solutions, and ensuring compliance with policies. A commitment to customer satisfaction and financial excellence is paramount.

Qualifications

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

Responsibilities

• Respond to client needs with appropriate service and solutions.
• Build trust and educate clients on account services.
• Facilitate the sales process and document client needs.

Skills

Product sales skills

Sales Strategies

Product Knowledge

Customer service principles

Customer relationship management

Education

Matric / Grade 12 / National Senior Certificate

Business Relevant Certificate or Diploma

120 FAIS Credits

Job description

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 Nedbanks 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 Nedbanks 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 yearsRetail / 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 Credits

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

Key Skills

Channel Marketing,Accounting Tally,CSS,Corporate Risk Management,Hibernate,Brokerage

Please contact the Nedbank Recruiting Team at

Required Experience :

Unclear Seniority