Client Success & Digital Solutions Advisor

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

Job summary

Nedbank is seeking a client service professional to educate clients on self-service digital solutions and to address their sales and service needs. You will respond to client needs, build trust, and educate on subscriptions and account servicing.

Join a team focused on delivering financial solutions, ensuring compliant processes, and maintaining strong client relationships to grow market share.

Qualifications

• Diploma required; FAIS Approved Qualification preferred.
• 1–2 years of Retail/Banking client service, sales or relationships experience.
• Strong product knowledge and customer service principles.

Responsibilities

• Respond to client needs by offering the right service and solution.
• Educate clients on subscribing and servicing their accounts.
• Build client trust through your expertise and experience.
• Onboard clients and ensure high quality service and outcomes.
• Cross-sell for value and growth opportunities with clients.
• Document needs analysis and provide corresponding product solutions.
• Maintain client relationships and update on progress and actions.

Skills

Product sales

Customer service

Product knowledge

CRM

Education

Diploma

Job description

Nedbank is seeking a client service professional to educate clients on self-service digital solutions and to address their sales and service needs. You will respond to client needs, build trust, and educate on subscriptions and account servicing.

Join a team focused on delivering financial solutions, ensuring compliant processes, and maintaining strong client relationships to grow market share.