Nedbank is recruiting for Client Advisor position

Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share.

Closing date: 10 July 2024

Location: Century City

Job Responsibilities

Client Engagement:

  • Respond to client needs by offering the right service and solution.
  • Build client trust by applying your expertise and experience to do good for your client.
  • Educate clients and potential clients on how to subscribe and service their account.

  • 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.

Essential Qualifications – NQF Level

  • Diploma

Preferred Qualification

  • FAIS Approved Qualification

Minimum Experience Level

  • Must have 2 – 3 years Retail/Banking Client Service, Sales, Relationship experience

Technical / Professional Knowledge

  • Product sales skills
  • Sales Strategies
  • Product Knowledge
  • Customer service principles
  • Nedbank policies and procedures
  • Customer relationship management

Behavioural Competencies

  • Building Customer Loyalty
  • Building Trusting Relationships
  • Sales Persuasion
  • Technology Savvy
  • Planning and Organizing
  • Adaptability
  • Applied Learning

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