Sales and Service Advisor

Nedbank Private Wealth; Cape Town; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading banking and financial services institution in Cape Town is looking for an Advisor to create exceptional client banking experiences. The role involves on-boarding clients, educating them on digital banking services, and meeting sales targets. Candidates should have a diploma, with a preference for FAIS accreditation, and 1-2 years of retail or banking experience. Ideal applicants will possess strong customer service skills and a client-first mindset. The position offers an exciting opportunity for growth within a dynamic team.

Qualifications

• 1 - 2 years of Retail/Banking Client Service Sales Relationship experience is required.
• FAIS accredited qualification is preferred.

Responsibilities

• Create client banking experiences through digital enablement.
• On-board basic accounts and ensure clients' needs assessments.
• Drive digital adoption and educate clients about products.

Skills

Customer service principles

Sales persuasion

Problem solving skills

Client Relationship Management

Product sales skills

Education

Diploma

FAIS accredited Qualification (Accounting Finance Banking Business)

Tools

Microsoft Office

Order Management System

Job description

Job Classification

Job Family

Sales and Service

Career Stream

Sales

Leadership Pipeline

Manage Self: Technical (MST)

FAIS Affected

FAIS Affected - Yes

Job Purpose

To create great client banking experiences in the smaller branch environment through digital enablement basic selling servicing basic problem solving and client education regarding Nedbank products and services aligned to bank strategy.

Job Responsibilities

GROW:

• Escalate unfulfilled client request to the appropriated channel for actioning.
• On-board basic accounts (i.e Personal loans Credit cards).
• Ensure clients needs assessment is completed to offer related products and services.
• Inform clients of finacial 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 quality conversations and the use of data analytics.
• Keep clients informed of progress regarding their applications queries and requests.
• Position clients financial product requests for approval in line with process and procedure.
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by continuous professional development (i.e. CEO of your own career).
• Achieve client experience objectives and ensure client satisfaction expressed through NPS (Net Promoter Score).
• Act with a client first mindset in all client engagements.

SOLVE:

• Solve basic problems and issues (i.e debit order dispute).
• Assess and listen carefully with understanding to establish and clarify client sales and service needs.
• Attend to all enquiries and services relating to clients needs and by offering the right service and solutions.
• Use expertise and relevant insights to solve client needs relating to sales self-service and digital functionality.
• Attend to administrative duties after on-boarding or service activity.
• Authenticate clients provide client service and meet clients identified needs.
• Entrench clients through Core needs discussions salary and debit order switching as well as enrolling clients on the various digital platforms.
• Control the queuing process and prioritise clients with special needs.
• Ensure all devices are operational during business hours.
• Ensure ATM/ID availability through balancing and loading of cash and attending to down devices by performing first line device maintenance support.
• Process and administer all cash services (i.e teller forex bulk) by following relevant procedure and policies.
• Complete sales tasks through planning and reviewing against agreed role requirements.

EDUCATE:

• Educate clients and potential clients on how to subscribe and service their account.
• Educate clients on the benefits convenience security digital functionality and features of self-service and alternative cash solutions.
• Drive digital adoption to enable educate and migrate clients on digital.

LEAD RISK & COMPLIANC

• Identify and recommend opportunities to enhance processes systems and policies.
• Manage client appointment schedule to meet business objectives
• Meet service excellence teamwork and personal development goals.
• Action control check list applicable to teller enquiries and foreign functions daily.
• Balance and secure branch stock holding (i.e cards).Execute on cash management (i.e Treasury and holdings) cash efficiency and recycling strategies.
• Mitigate risks and meet regulatory and legislative requirements where applicable.
• Adhere to Workforce Management principles methodology and scheduling.
• Report suspicious transactions.

Job Responsibilities Continue

People Specification

Essential Qualifications - NQF Level

• Diploma

Preferred Qualification

FAIS accredited Qualification (Accounting Finance Banking Business)

Essential Certifications

Preferred Certifications

Minimum Experience Level

1 - 2 years

Retail/Banking Client Service Sales Relationship experience

Technical / Professional Knowledge

• Customer service principles
• Product Knowledge
• Interbank operations
• Problem solving skills
• Client Relationship Management
• Product sales skills
• Employee engagement methodologies
• Microsoft Office
• Relevant Nedbank policies and procedures

Behavioural Competencies

• Sustaining Customer Satisfaction
• Building Customer Relationships
• Sales PersuasionTargeting Sales Opportunities
• Planning and Organizing
• Technology Savvy
• Adaptability

Please contact the Nedbank Recruiting Team at

Required Experience:

Unclear Seniority

Key Skills

Sales Experience, Time Management, Order Management System, Customer Service, Dealership Experience, GM Vehicles, Retail Sales, Tire Service, Automotive Repair, OSHA, Service Writing, Automotive Service

Employment Type : Advisor

Experience: years

Vacancy: 1