Digital Banking Advisor & Client Solutions

Nedbank; Noordwes; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Nedbank in Potchefstroom invites applications for a Client Advisor role within Personal and Private Banking. You will educate clients on self-service digital solutions while addressing their sales and service needs to grow market share.

The position emphasizes servicing existing clients and attracting new accounts through informed product recommendations. The role requires FAIS competency and a client-first mindset, with focus on compliant processes and excellent service.

Qualifications

• Experience in retail/banking sales environments preferred.
• Ability to educate clients on products and digital channels.
• Strong client engagement and relationship-building skills.

Responsibilities

• Respond to client needs with the right service and solution.
• Educate clients on subscribing to and servicing accounts.
• Build trust and maintain client relationships through ongoing updates.
• Cross-sell relevant financial solutions to clients.
• Document needs analysis and provide suitable product suggestions.
• Manage client requests end-to-end and escalate if needed.
• Support sales processes by informing clients of product features and benefits.

Skills

Product sales skills

Sales Strategies

Product Knowledge

Customer service principles

Nedbank policies and procedures

Customer relationship management

Education

Business Relevant Certificate or Diploma or Institute of Banking

FAIS Approved Qualification (120)

Job description

Nedbank in Potchefstroom invites applications for a Client Advisor role within Personal and Private Banking. You will educate clients on self-service digital solutions while addressing their sales and service needs to grow market share.

The position emphasizes servicing existing clients and attracting new accounts through informed product recommendations. The role requires FAIS competency and a client-first mindset, with focus on compliant processes and excellent service.