Client Advisor I

Nedbank; Roodepoort; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Nedbank is seeking a client-focused professional to educate clients on digital self-service solutions while addressing their sales and service needs. The role emphasizes building trust, understanding client goals, and delivering complete financial solutions.

You will engage with clients to resolve inquiries, educate on product features, and proactively identify opportunities to enhance their banking experience in line with Nedbank’s policies and compliance standards.

Qualifications

• Diploma holders preferred with FAIS knowledge (if applicable).
• Excellent customer service and sales skills.
• Familiarity with Nedbank policies and procedures.
• Ability to educate clients on digital self-service solutions.

Responsibilities

• Respond to client needs by offering the right service and solution.
• Build client trust by applying expertise and experience to help clients.
• Educate clients on subscribing to and servicing their accounts.
• Explain product features and benefits to clients and drive adoption.
• Own client requests end to end and route for alternatives if needed.
• Maintain client relationships by updating on progress and actions.

Skills

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

Education

Diploma

Job description

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.

Essential Qualifications - NQF Level

• Diploma

Preferred Qualification

FAIS Approved Qualification

Minimum Experience Level

1 - 2 yearsRetail/Banking Client Service, Sales, Relationship experience

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

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