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Nedbank · 1 day ago

Client Advisor - Northern Cape

National, MD

Full-time

Onsite

Entry, Mid Level

2+ years exp

Nedbank is a leading financial institution that aims to provide excellent customer service and financial solutions. The Client Advisor role focuses on educating clients about digital solutions while addressing their sales and service needs to enhance market share and achieve business goals.

BankingFinanceFinancial Services

Responsibilities

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

Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests

Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels

Collaborate with internal stakeholders to provide complete financial solutions for clients

Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems

Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure

Act with a client first mindset in all client engagements

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

Develop, retain, and grow the business by delivering against individual and team goals that support a positive client experience

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

Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards

Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken

Support the achievement of the sales and service strategy objectives and values

Enable Nedbank's strategy of being financial experts who do good

Covert leads into sustainable business for Nedbank in a responsible manner

Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information

Report suspicious transactions to the relevant department

Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications, and training material

Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultra-violet lights to identify false identity documents)

Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation

Qualification

Product sales skillsCustomer relationship managementSales StrategiesProduct KnowledgeCustomer service principlesNedbank policiesProceduresBuilding Customer LoyaltyBuilding Trusting RelationshipsSales PersuasionTechnology SavvyPlanningOrganizingApplied LearningAdaptability