Client Success Advisor — Digital Solutions

nedbank; Strand; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading banking institution in South Africa is looking for a client-focused individual to enhance client engagement and provide tailored solutions. The role requires a diploma and 1-2 years in retail or banking client services. Responsibilities include educating clients on services, facilitating sales, and ensuring compliance with regulatory standards. Join a dynamic team dedicated to delivering excellent client experiences and achieving business goals in a supportive environment.

Qualifications

• 1-2 years in Retail/Banking Client Service, Sales, Relationship experience.

Responsibilities

• Respond to client needs by offering the right service.
• Build client trust and educate clients on subscriptions.
• Facilitate the sales process and document client needs analysis.
• Ensure great client experiences.
• Contribute to Nedbank goals by meeting service excellence and team goals.

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

FAIS Approved Qualification

Job description

A leading banking institution in South Africa is looking for a client-focused individual to enhance client engagement and provide tailored solutions. The role requires a diploma and 1-2 years in retail or banking client services. Responsibilities include educating clients on services, facilitating sales, and ensuring compliance with regulatory standards. Join a dynamic team dedicated to delivering excellent client experiences and achieving business goals in a supportive environment.