Digital Banking Client Advisor

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

Job summary

A leading financial institution is seeking a skilled client service representative in Potchefstroom to educate clients on self-service digital solutions and meet their sales needs. The ideal candidate will possess solid experience in retail banking client service, be knowledgeable of relevant compliance requirements, and excel in building client relationships. The role offers a dynamic opportunity to contribute to business growth while ensuring client satisfaction and support. Join a team dedicated to enhancing client experiences and meeting financial goals.

Qualifications

• 2 - 3 years Retail/Banking Client Service, Sales, Relationship experience.
• 2 - 3 years in a Customer Service / Client facing role.

Responsibilities

• Educate clients on digital solutions and meet their sales needs.
• Respond to client needs by offering appropriate services and solutions.
• Build trust with clients by applying expertise and experience.
• Own client requests end to end.
• Facilitate the sales process by informing clients of product benefits.

Skills

Product sales skills

Product Knowledge

Customer service principles

Customer relationship management

Building Customer Loyalty

Building Trusting Relationships

Technology Savvy

Planning and Organizing

Education

Matric / Grade 12 / National Senior Certificate

Business Relevant Certificate or Diploma

120 FAIS Credits

Job description

A leading financial institution is seeking a skilled client service representative in Potchefstroom to educate clients on self-service digital solutions and meet their sales needs. The ideal candidate will possess solid experience in retail banking client service, be knowledgeable of relevant compliance requirements, and excel in building client relationships. The role offers a dynamic opportunity to contribute to business growth while ensuring client satisfaction and support. Join a team dedicated to enhancing client experiences and meeting financial goals.