Client Advisor

<p><img id="Picture_x0020_1" src="https://rmkcdn.successfactors.com/dd82a348/461743ac-ca78-42fa-8634-a.png" style="height:255.0px;width:600.0px"></p> <div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Requisition and Specialist Recruiter Information</b></H2> </div><div><p>REQ 146845  -  Twanette Coetser</p> <p>Closing Date  -  23 July 2026</p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Cluster and Location</b></H2> </div><div><p>Personal and Private Banking - Consumer Channel </p> <p>Bloemfontein, Free State </p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Career Stream</b></H2> </div><div><p>Sales</p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Leadership Pipeline</b></H2> </div><div><p>Manage Self: Technical (MST)</p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>FAIS Affected</b></H2> </div><div><div>FAIS Affected - Yes</div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Client Advisor</b></H2> </div><div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Purpose</b></H2> </div><div><p>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.</p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Responsibilities</b></H2> </div><div><p>Client Engagement:</p> <ul> <li>Respond to client needs by offering the right service and solution.</li> <li>Build client trust by applying your expertise and experience to do good for your client.</li> <li>Educate clients and potential clients on how to subscribe and service their account.</li> <li>Treat clients with respect, build trust, show care and humility in all client interactions.</li> <li>Help clients achieve their goals and grow financially.</li> <li>Own the client request end to end and route for alternative intervention if not equipped to service the client.</li> <li>Entrench clients and deliver value through cross selling.</li> <li>Facilitate the sales process by informing clients of the product features and benefits.</li> <li>Document client needs analysis and provide corresponding product solutions.</li> <li>Obtain referrals from existing clients as well as leads from other business units.</li> <li>Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests.</li> <li>Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels.</li> <li>Collaborate with internal stakeholders to provide complete financial solutions for clients.</li> <li>Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems.</li> <li>Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.</li> <li>Act with a client first mindset in all client engagements.</li> </ul> <p>Nedbank Goals:</p> <ul> <li>Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures, and policies.</li> <li>Develop, retain, and grow the business by delivering against individual and team goals that support a positive client experience.</li> <li>Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.</li> <li>Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.</li> <li>Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.</li> <li>Support the achievement of the sales and service strategy objectives and values.</li> <li>Enable Nedbank's strategy of being financial experts who do good.</li> <li>Covert leads into sustainable business for Nedbank in a responsible manner.</li> </ul> <p>Risk and Compliance:</p> <ul> <li>Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.</li> <li>Report suspicious transactions to the relevant department.</li> <li>Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications, and training material.</li> <li>Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultra-violet lights to identify false identity documents).</li> <li>Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation.</li> </ul> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Minimum Experience Level</b></H2> </div><div><ul style="list-style-type:disc"> <li>2 - 3 years Retail/Banking Client Service, Sales, Relationship experience</li> <li>2 - 3 years in a Customer Service / Client facing role</li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Requirements</b></H2> </div><div><ul style="list-style-type:disc"> <li>Matric / Grade 12 / National Senior Certificate</li> <li>Business Relevant Certificate or Diploma or Institute of Banking would be an advantage </li> <li>120 FAIS Credit /  FAIS Approved Qualification</li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Technical / Professional Knowledge</b></H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Product sales skills </li><li>Sales Strategies </li><li>Product Knowledge </li><li>Customer service principles </li><li>Nedbank policies and procedures </li><li>Customer relationship management </li></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Behavioural Competencies</H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Building Customer Loyalty </li><li>Building Trusting Relationships </li><li>Sales Persuasion </li><li>Technology Savvy </li><li>Planning and Organizing </li><li>Adaptability </li><li>Applied Learning </li></ul></div></div><p style="line-height:18.9px"><img alt="" height="228" src="https://rmkcdn.successfactors.com/dd82a348/61ad7a3f-eb85-4980-a04c-e.jpg" style="height:75.0px;width:600.0px" width="245"></p> <p style="line-height:18.9px">---------------------------------------------------------------------------------------</p> <p style="line-height:18.9px"><span style="color:#006341"><em><b>Please contact the Nedbank Recruiting Team at +27 860 555 566 </b></em></span></p>