Digital Solutions Advisor: Client Growth & Service

EdUpStairs; Soweto; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Nedbank in Gauteng seeks a client-focused specialist to educate clients on self-service digital solutions, handle requests, and drive financial solutions. You will support sales and service goals, ensuring compliant processes while delivering excellent client experiences.

The role emphasizes building trust, onboarding in line with policies, and collaborating with internal teams to meet targets. Strong communication and product knowledge are essential.

Qualifications

• Diploma required
• FAIS Approved Qualification preferred
• 1-2 years Retail/Banking client service, sales or relationship experience a plus
• Knowledge of Nedbank policies and procedures beneficial
• CRM experience helpful

Responsibilities

• Respond to client needs by offering the right service and solution.
• Educate clients on subscription and account servicing.
• Onboard clients in line with Nedbank's product strategy and procedures.
• Build client trust through expertise and service quality.
• Collaborate with internal stakeholders to provide financial solutions.
• Ensure client experiences are welcoming and solutions-focused.
• Document client needs and map to product solutions.
• Upsell and refer to other units when appropriate.
• Maintain progress updates on client applications and queries.

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 in Gauteng seeks a client-focused specialist to educate clients on self-service digital solutions, handle requests, and drive financial solutions. You will support sales and service goals, ensuring compliant processes while delivering excellent client experiences.

The role emphasizes building trust, onboarding in line with policies, and collaborating with internal teams to meet targets. Strong communication and product knowledge are essential.