Client Banking Advisor: Digital Sales & Service

Nedbank; Franschhoek; On-site; ZAR 150,000 - 190,000; Full time

Job summary

Nedbank is seeking a client service oriented individual to operate in a smaller branch setting, focusing on basic selling, servicing and problem solving. You will educate clients on Nedbank products and digital platforms, while aiming to meet sales targets and enhance customer satisfaction.

Role involves onboarding basic accounts, handling routine banking inquiries, and ensuring smooth cash, card and digital service delivery. FAIS-qualified candidates are preferred; diploma required.

Qualifications

• Diploma or equivalent required
• FAIS accredited qualification preferred
• 1-2 years retail/banking client service, sales or relationship experience requested

Responsibilities

• Escalate unfulfilled client requests via appropriate channel.
• On-board basic accounts (personal loans, credit cards).
• Assess client needs to offer related products and services.
• Inform clients about Nedbank products and benefits.
• Deliver sales targets and growth/retention objectives.
• Obtain referrals and source leads from other units.
• Identify cross-selling opportunities using client engagement and data insights.
• Maintain client communication on application progress.
• Educate clients on digital platforms and self-service options.
• Maintain cash handling, device operations and daily cash processes.

Skills

Customer service

Product knowledge

Interbank operations

Education

Diploma

FAIS accredited qualification

Job description

Nedbank is seeking a client service oriented individual to operate in a smaller branch setting, focusing on basic selling, servicing and problem solving. You will educate clients on Nedbank products and digital platforms, while aiming to meet sales targets and enhance customer satisfaction.

Role involves onboarding basic accounts, handling routine banking inquiries, and ensuring smooth cash, card and digital service delivery. FAIS-qualified candidates are preferred; diploma required.