Client Education & Digital Solutions Advisor

Nedbank; Hermanus; Sur place; ZAR 180 000 - 240 000; Plein temps

Résumé du poste

Nedbank in Hermanus, Western Cape, is seeking a client-focused professional to educate clients on digital self-service solutions while solving sales and service needs. You will foster trust, onboard clients per Nedbank policy, and grow market share through cross-selling and proactive engagement.

Ideal candidates have a Diploma and 1-2 years in retail or banking client service or sales, with strong product knowledge and customer service skills. The role emphasizes compliance with FICA and FAIS.

Qualifications

• Diploma required in relevant field.
• FAIS approved qualification preferred.
• 1-2 years retail or banking client service / sales experience.

Responsabilités

• Educate clients on self-service digital solutions and cross-sell products.
• Respond to client needs by offering the right service and solution.
• Onboard clients in line with Nedbank's policy and procedures.
• Maintain client relationships by keeping clients informed of progress.
• Collaborate with internal stakeholders to provide complete financial solutions.
• Ensure compliant with FICA, FAIS and related legislation.
• Identify referrals and grow business through digital channels.

Connaissances

Product sales

Product knowledge

Customer service

CRM software

Building loyalty

Building trust

Tech savvy

Planning and organizing

Formation

Diploma

Outils

CRM system

Banking software

Description du poste

Nedbank in Hermanus, Western Cape, is seeking a client-focused professional to educate clients on digital self-service solutions while solving sales and service needs. You will foster trust, onboard clients per Nedbank policy, and grow market share through cross-selling and proactive engagement.

Ideal candidates have a Diploma and 1-2 years in retail or banking client service or sales, with strong product knowledge and customer service skills. The role emphasizes compliance with FICA and FAIS.