Client Advisor

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

Job summary

Nedbank in South Africa seeks a proactive Client Service & Sales Specialist to educate and assist clients in using self-service digital channels and Nedbank products. You will handle client requests end-to-end, deliver excellent service, and build long-term relationships while supporting cross-selling opportunities.

The role focuses on Afrile client engagement, ensuring onboarding in line with policies and providing accurate financial solutions.

Qualifications

• 2–3 years retail/banking client service experience.
• 2–3 years in a customer service / client facing role.
• Diploma or equivalent qualification in a relevant field.

Responsibilities

• Respond to client needs by offering the right service and solution.
• Build client trust by applying expertise to help clients achieve their goals.
• Educate clients on subscribing to and using self-service digital channels.
• Influence clients with product features and benefits to support cross-selling.
• Document client needs and provide appropriate product solutions.
• Maintain client relationships by keeping them informed on progress.

Skills

Sales

Customer Service

Relationship management

Product knowledge

Education

Diploma

Job description

Requisition and Specialist Recruiter Information

Closing Date - 12 November 2026

Cluster and Location

Personal and Private Banking - Consumer Channel

Manage Self: Technical (MST)

FAIS Affected

FAIS Affected - Yes

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

Essential Qualifications - NQF Level

• Diploma

Preferred Qualification

FAIS Approved Qualification

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 as the FAIS qualification list

Technical / Professional Knowledge

• Product sales skills
• Product Knowledge
• Customer service principles
• Nedbank policies and procedures
• Customer relationship management
• Building Customer Loyalty
• Building Trusting Relationships
• Technology Savvy
• Planning and Organizing

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Nedbank Ltd Reg No 1951/000009/06.
Authorised financial services and registered credit provider (NCRCP16).