Client Advisor

Client Advisor Pipeline

Requisition Number:136140

Location Cape Town Central Metro

Location Cape Town North Metro

Job Family

Sales and Service

Career Stream

Sales

Leadership Pipeline

Manage Self: Technical (MST)

FAIS Affected

Job Purpose

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

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.
• 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 selfservice 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 Nedbanks product strategy policy and procedure.
• Act with a client first mindset in all client engagements.

Nedbank Goals:

• 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 Nedbanks strategy of being financial experts who do good.
• Covert leads into sustainable business for Nedbank in a responsible manner.

Risk and Compliance:

• 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. ultraviolet lights to identify false identity documents).
• Be a responsible employee by being compliant to Nedbank policies controls regulations and banking legislation.

Essential Qualifications NQF Level

Preferred Qualification

FAIS Approved Qualification

RE5

Minimum Experience Level

• Must have 2 4 years Banking Experience NQF 5
• Sales Relationship experience

Technical / Professional Knowledge

Behavioural Competencies