Digital Banking Client Solutions Advisor

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

Job summary

Nedbank is seeking a client engagement specialist to educate clients on self-service digital solutions while resolving sales and service needs to meet business goals.

You will build trust, cross-sell appropriate solutions, and ensure onboarding is aligned with Nedbank policy and procedure. This role focuses on delivering exceptional customer service and leveraging product knowledge to grow client relationships.

Qualifications

• Diploma required.
• FAIS Approved Qualification preferred.
• 1-2 years Retail/Banking client service, sales or relationship experience.
• Knowledge of Nedbank policies and financial products.
• Strong customer service and sales skills.

Responsibilities

• Educate clients on self-service digital solutions while solving for sales and service needs.
• Respond to client needs by offering the right service and solution.
• Educate clients on subscription and servicing their accounts.
• Build client trust through expertise and respectful interactions.
• Cross-sell and entrench clients with value-added solutions.
• Collaborate with internal stakeholders to provide complete financial solutions.
• Ensure clients are onboarded in line with policy and procedures.

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

Nedbank is seeking a client engagement specialist to educate clients on self-service digital solutions while resolving sales and service needs to meet business goals.

You will build trust, cross-sell appropriate solutions, and ensure onboarding is aligned with Nedbank policy and procedure. This role focuses on delivering exceptional customer service and leveraging product knowledge to grow client relationships.