Client Advisor: Digital Banking Solutions

Nedbank; Wellington; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial institution is seeking a Client Advisor to engage with clients, addressing their needs and providing tailored financial solutions. The ideal candidate will possess a diploma and 1-2 years of experience in banking or retail client service. Responsibilities include educating clients about digital solutions, cross-selling products, and ensuring compliance with financial regulations. Exceptional communication and relationship-building skills are essential for success in this role.

Qualifications

• 1 - 2 years of retail/banking client service experience.
• Must have experience in sales and relationship management.

Responsibilities

• Respond to client needs by offering the right service and solution.
• Educate clients on subscriptions and account servicing.
• Facilitate the sales process by informing clients of product features.

Skills

Product sales skills

Sales Strategies

Customer service principles

Customer relationship management

Education

Diploma

FAIS Approved Qualification

Job description

A leading financial institution is seeking a Client Advisor to engage with clients, addressing their needs and providing tailored financial solutions. The ideal candidate will possess a diploma and 1-2 years of experience in banking or retail client service. Responsibilities include educating clients about digital solutions, cross-selling products, and ensuring compliance with financial regulations. Exceptional communication and relationship-building skills are essential for success in this role.