Senior Client Advisor — Personal Finance & Digital Solutions

Nedbank; Lebowakgomo; Presencial; ZAR 180.000 - 300.000; Jornada completa

Descripción de la vacante

Nedbank in Lebowakgomo (Limpopo) seeks a client-focused professional to deliver personalised service, educate clients on self-service channels, and provide tailored financial solutions. You will respond to client needs, nurture long-standing relationships, and identify cross-selling opportunities through informed conversations.

You will own client requests end to end, coordinate with internal stakeholders, ensure compliance with FICA and FAIS, and contribute to goals through quality service,

Formación

• Advanced diploma or national first degree required.
• FAIS approved qualification preferred.
• 3–6 years’ Retail/Banking client service, sales or relationship experience.

Responsabilidades

• Respond to client needs by offering the right service and solution.
• Nurture strong, long-standing client relationships.
• Educate clients on subscribing and servicing their accounts.
• Educate clients on self-service solutions’ convenience, security and functionality.
• Provide knowledgeable client service that builds trust and confidence.
• Identify cross-selling opportunities through client engagement and quality conversations.
• Own client requests end to end and route for alternative intervention if needed.
• Facilitate the sales process by explaining product features and benefits.
• Document needs analysis and provide suitable financial product solutions.
• Obtain referrals from existing clients and leads from other business units.
• Keep clients informed on progress or actions taken regarding applications and queries.
• Provide input into client financial analysis and monitor documentation returns.
• Suggest process, systems and policy improvements.

Conocimientos

Sales skills

Customer service

Relationship building

Technology savvy

Planning and organizing

Educación

Advanced Diplomas/National 1st Degrees

FAIS Approved Qualification

Descripción del empleo

Nedbank in Lebowakgomo (Limpopo) seeks a client-focused professional to deliver personalised service, educate clients on self-service channels, and provide tailored financial solutions. You will respond to client needs, nurture long-standing relationships, and identify cross-selling opportunities through informed conversations.

You will own client requests end to end, coordinate with internal stakeholders, ensure compliance with FICA and FAIS, and contribute to goals through quality service,