Client Success Advisor – Digital Banking Solutions

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

Job summary

Nedbank in Khayelitsha is seeking a client engagement driven sales professional to educate clients on self-service digital solutions while addressing their sales and service needs. You will build trust, guide onboarding, and resolve client queries end-to-end in a compliant banking environment.

The role emphasises FAIS compliance, strong product knowledge, and a customer-first mindset. Minimum 1–2 years of retail/banking client service experience is expected, with a Diploma and FAIS qualification

Qualifications

• Product sales skills
• Sales strategies
• Product knowledge
• Customer service principles
• Nedbank policies and procedures
• Customer relationship management

Responsibilities

• 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.

Skills

Product sales skills

Sales Strategies

Product Knowledge

Customer service principles

Nedbank policies and procedures

Customer relationship management

Education

Diploma

FAIS Approved Qualification

Job description

Nedbank in Khayelitsha is seeking a client engagement driven sales professional to educate clients on self-service digital solutions while addressing their sales and service needs. You will build trust, guide onboarding, and resolve client queries end-to-end in a compliant banking environment.

The role emphasises FAIS compliance, strong product knowledge, and a customer-first mindset. Minimum 1–2 years of retail/banking client service experience is expected, with a Diploma and FAIS qualification