Client Banking Advisor — Growth & Digital Solutions

Nedbank; Mthatha; Sur place; ZAR 180 000 - 260 000; Plein temps

Résumé du poste

Nedbank is seeking a branch-based advisor in Mthatha to deliver client-focused banking experiences through basic selling, servicing, and digital enablement. You will educate clients about Nedbank products, onboard simple accounts, and support sales targets while maintaining strong client relationships.

The role emphasizes problem solving, customer education, and compliance within Nedbank policies, with a focus on service excellence and risk management.

Qualifications

• Diploma required
• NQF Level 5+ in Financial/Business field essential
• FAIS Accreditation Level 1 required
• 1–2 years Retail/Banking client service or sales experience preferred

Responsabilités

• Escalate unfulfilled client requests to the appropriate channel for actioning
• On-board basic accounts (Personal loans, Credit cards)
• Ensure needs assessment is completed to offer related products and services
• Inform clients of financial products, features and benefits
• Deliver sales targets and achieve client acquisition, growth and retention
• Obtain referrals from existing clients and source leads from other units
• Identify cross-selling opportunities through client engagement and data insights
• Keep clients informed of progress on applications and requests
• Position client product requests for approval per process
• Support client education on Nedbank digital channels
• Handle cash services and branch operations as required
• Attend to administrative duties after onboarding or service activity
• Ensure devices and ATMs are operational and secure
• Balance and secure branch stock and cash handling processes

Connaissances

Customer service

Sales

Relationship building

Data analytics

Digital onboarding

Formation

Diploma

NQF Level 5+ in Financial/Business

FAIS Accreditation Level 1

Outils

Microsoft Office

Description du poste

Nedbank is seeking a branch-based advisor in Mthatha to deliver client-focused banking experiences through basic selling, servicing, and digital enablement. You will educate clients about Nedbank products, onboard simple accounts, and support sales targets while maintaining strong client relationships.

The role emphasizes problem solving, customer education, and compliance within Nedbank policies, with a focus on service excellence and risk management.