Digital Solutions Client Advisor

Nedbank; South Africa; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Nedbank invites applications for a client services role focused on educating clients about self-service digital solutions and resolving their sales and service needs to grow market share.

You will engage clients, cross-sell, and work with internal teams to deliver complete financial solutions while upholding Nedbank policies and regulatory requirements. This role is based in South Africa and emphasizes service excellence.

Qualifications

• Diploma in a related field
• FAIS Approved Qualification preferred
• 1-2 years Retail/Banking client service, sales, relationship experience

Responsibilities

• Respond to client needs by offering the right service and solution.
• Educate clients on how to subscribe and service their account.
• Build client trust by applying your expertise and experience to do good for your client.
• Treat clients with respect, build trust, show care 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

Product knowledge

Customer service principles

Nedbank policies

Customer relationship management

Building customer loyalty

Building trusting relationships

Technology Savvy

Planning and organizing

Education

Diploma

FAIS Approved Qualification

Job description

Nedbank invites applications for a client services role focused on educating clients about self-service digital solutions and resolving their sales and service needs to grow market share.

You will engage clients, cross-sell, and work with internal teams to deliver complete financial solutions while upholding Nedbank policies and regulatory requirements. This role is based in South Africa and emphasizes service excellence.