Nedbank Client Advisor Job 2026: Johannesburg
Overview
The Client Advisor helps clients find suitable banking products and services, educates clients about digital banking options, and manages client requests from start to finish. The role combines customer service with sales responsibilities and requires strong knowledge of digital banking solutions.
Requirements
- Diploma at NQF Level qualification
- 1 to 2 years of relevant experience in retail or banking client service, sales, or relationship management
- FAIS-approved qualification preferred
- Knowledge of product sales skills, sales strategies, product knowledge, customer service principles, Nedbank policies and procedures, and customer relationship management
- Strong interpersonal and organisational abilities
Responsibilities
- Respond to client needs with suitable solutions
- Provide information about banking products and services
- Educate clients about account servicing options
- Build and maintain trusting client relationships
- Help clients work towards their financial goals
- Manage client requests from start to finish
- Cross-sell relevant products and services
- Explain product features and benefits
- Complete client needs analyses
- Provide appropriate product solutions
- Obtain referrals from existing clients
- Follow up on applications, queries, and requests
- Educate clients about self-service banking channels
- Work with internal stakeholders to provide financial solutions
- Create positive and professional client experiences
- Complete client onboarding according to Nedbank procedures
- Meet individual sales and service goals
- Support team objectives
- Grow existing client relationships
- Identify opportunities to increase market share
- Support salary and debit order switching
- Enroll clients on digital platforms
- Convert leads into sustainable business
- Review progress against targets
- Participate in team meetings
- Share relevant information with colleagues
- Identify and resolve workplace obstacles
- Maintain accurate client information
- Meet accreditation requirements
- Keep up with legislative changes
- Report suspicious transactions
- Follow Nedbank’s compliance procedures
- Manage operational and security risks
- Use approved tools to verify identity documents
How to apply
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