Digital Banking Concierge & Solutions Advisor

Nedbank; South Africa; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Nedbank is seeking an customer-focused professional to educate clients on self-service digital solutions and resolve sales and service needs, while aligning with Nedbank's policy and compliance standards.

The role emphasizes building strong client relationships, cross-selling, and end-to-end client support to help clients achieve financial goals. A Diploma and 1-2 years retail/banking experience are preferred.

Qualifications

• Essential Qualifications - NQF Level: Diploma
• Preferred Qualification: FAIS Approved Qualification
• Minimum Experience Level: 1 - 2 years Retail/Banking Client Service, Sales, Relationship experience

Responsibilities

• Respond to client needs by offering the right service and solution.
• Build client trust by applying your expertise and experience to do good for your client.
• Educate clients and potential clients on how to subscribe and service their account.
• Treat clients with respect, build trust and humility in all client interactions.
• Help clients achieve their goals and grow financially.
• Own the client request end to end and route for alternative intervention if not equipped to service the client.
• Entrench clients and deliver value through cross selling.
• Facilitate the sales process by informing clients of the product features and benefits.
• Document client needs analysis and provide corresponding product solutions.
• Obtain referrals from existing clients as well as leads from other business units.
• Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests.
• Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels.
• Collaborate with internal stakeholders to provide complete financial solutions for clients.
• Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems.
• Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.
• Act with a client first mindset in all client engagements.

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

Job description

Nedbank is seeking an customer-focused professional to educate clients on self-service digital solutions and resolve sales and service needs, while aligning with Nedbank's policy and compliance standards.

The role emphasizes building strong client relationships, cross-selling, and end-to-end client support to help clients achieve financial goals. A Diploma and 1-2 years retail/banking experience are preferred.