Client Advisor at Nedbank

  • Salary Rand 30,000 / Monthly
  • Shift Full Time
  • Job Qualifications Bachelor’s Degree
  • Number of vacancies 2 openings
  • Job experience 1 year
  • Job level Officer

Job Description

Nedbank suitably invites qualified and experienced candidates for the position of Client Advisor to join our dynamic team.

Duties & Responsibilities

The successful applicant will be responsible for but not limited to the following job functions:

What you’ll do

  • Deliver on agreed sales and service opportunities by selling Nedbank products in identified In-retailer stores and communities (i.e. Boxer and Personal Loans).
  • Accept and implement advice to fulfill on sales opportunities and through involving local the community.
  • Understand and meet the In-retailer market client need through conducting client needs-based analysis aligned to Nedbank procedures and the FAIS Act.
  • Create synergy and build relationships with internal stakeholders by participating in collaboration meetings and adhering to standard operating procedures.
  • Build and maintain internal and external vendor and supplier relationships by identifying improvement opportunities and by meeting with vendors and suppliers according to Service Level Agreements.
  • Ensure work completed to plan, progress reviewed and corrective action taken by monitoring activities, reviewing action plans and taking corrective action.
  • Deliver agreed results and create an environment in communities for selling Nedbank products and services by utilizing resources according to Nedbank policies and procedures.
  • Manage risk by meeting technical, company standards, practices and resource management (e.g. ultraviolet lights to identify false identity documents).
  • Comply with risk standards, monitor and ensure corrective action taken.
  • Resolve challenges in community sales areas through following managerial escalation channels and by maintaining a client centric approach.
  • Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
  • Support the achievement of the business strategy, objectives and values.
  • Stay abreast of developments in field of expertise.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities.
  • Contribute to the Nedbank Culture building initiatives (e.g. staff surveys etc.).
  • Participate and support corporate responsibility initiatives for the achievement of business strategy.
  • Seek opportunities to improve business processes, models and systems though agile thinking.

 Required Knowledge and Experience

We pride ourselves with having the best people, which are our most important assets. Our company has been recognized for having the highest ethics and strives for excellence through distinctly higher standards than the norm.

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We therefore urge only candidates with these unique requirements and experience to apply for this stimulating position.

Minimum Experience Level

  • 1-2 years experience in a customer service and/or sales environment, in a financial institution

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

  • Diploma or Degree in Finance or FAIS-related qualification.

Type of Exposure

  • Working with a group to identify alternative solutions to a problem
  • Managing conflict situations
  • Communicating internally
  • Checking accuracy of reports and records
  • Building and maintaining effective relationships externally and internally
  • Managing customer expectations
  • Interacting with diverse people
  • Interacting with external clients
  • Working in a fast passed environment
  • Working in a team

Technical / Professional Knowledge

  • Cluster Specific Operational Knowledge
  • Business terms and definitions
  • Governance, Risk and Controls
  • Administrative procedures and systems
  • Data analysis
  • Relevant software and systems knowledge
  • Banking knowledge
  • Banking procedures
  • Relevant regulatory knowledge

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How to apply: Interested and qualified? Visit   jobs.nedbank.co.za South Africa

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