Digital Banking Client Advisor

Nedbank

Oudtshoorn

On-site

ZAR 180,000 - 240,000

Full time

3 days ago
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Job summary

Nedbank is seeking a Client Advisor in Oudtshoorn to educate clients on self-service digital solutions while addressing their sales and service needs. You will guide clients through product features, answer questions, and ensure a smooth onboarding experience aligned with policy.

In this role you will build trust, handle end-to-end client requests, promote digital channels, and collaborate with internal teams to deliver complete financial solutions that meet clients’ goals and grow market share.

Qualifications

  • Diploma or equivalent (NQF Level)
  • FAIS Approved Qualification (preferred)
  • 1-2 years Retail/Banking client service or sales experience
  • Strong product knowledge and sales skills
  • Excellent customer service and relationship management

Responsibilities

  • Respond to client needs by offering the right service and solution.
  • Educate clients on subscription and service of their account.
  • Build client trust and maintain relationships through ongoing communication.
  • Facilitate the sales process by informing clients of product features and benefits.
  • Onboard clients in line with Nedbank policy and procedures.

Skills

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

Education

Diploma

Job description

Nedbank is seeking a Client Advisor in Oudtshoorn to educate clients on self-service digital solutions while addressing their sales and service needs. You will guide clients through product features, answer questions, and ensure a smooth onboarding experience aligned with policy.

In this role you will build trust, handle end-to-end client requests, promote digital channels, and collaborate with internal teams to deliver complete financial solutions that meet clients’ goals and grow market share.

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