Digital Banking Sales & Service Advisor

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

Job summary

Nedbank in Johannesburg is seeking a client-focused banking professional for branch-based service and digital enablement. You will onboard basic accounts, inform clients about Nedbank products, and drive sales while ensuring compliance and customer satisfaction.

The role emphasizes handling inquiries, cross-selling opportunities, and maintaining strong client relationships within a smaller branch environment.

Qualifications

• Diploma required (NQF level)
• FAIS accreditation preferred (Accounting, Finance, Banking, Business)
• 1-2 years retail/banking client service, sales or relationship experience

Responsibilities

• Escalate unfulfilled client requests to the appropriate channel for actioning.
• On-board basic accounts (Personal loans, Credit cards).
• Ensure client's needs assessment is completed to offer related products and services.
• Inform clients of financial products, features and benefits.
• Deliver sales targets and achieve client acquisition, growth and retention objectives.
• Obtain referrals from existing clients and source leads from other business units.
• Identify cross-selling opportunities through client engagement and data insights.
• Keep clients informed of progress regarding applications, queries and requests.
• Position client's financial product requests for approval in line with process and procedure.
• Participate in continuous professional development to improve performance.

Skills

Customer service principles

Product Knowledge

Interbank operations

Client Relationship Management

Product sales skills

Microsoft Office

Technology Savvy

Sustaining Customer Satisfaction

Building Customer Relationships

Targeting Sales Opportunities

Planning and Organizing

Employee engagement methodologies

Education

Diploma

FAIS accredited Qualification (Accounting, Finance, Banking, Business)

Tools

Nedbank policies and procedures

Microsoft Office

Job description

Nedbank in Johannesburg is seeking a client-focused banking professional for branch-based service and digital enablement. You will onboard basic accounts, inform clients about Nedbank products, and drive sales while ensuring compliance and customer satisfaction.

The role emphasizes handling inquiries, cross-selling opportunities, and maintaining strong client relationships within a smaller branch environment.