Client Advisor at Nedbank in Pretoria
Nedbank · Pretoria, Gauteng
Overview
Nedbank is looking for a Client Advisor in Pretoria to help clients with digital banking solutions and sales. If you enjoy working with people, have some retail or banking experience and want to grow your career in a supportive team, this role is a great fit. It is a full time sales position where you will guide clients to reach their financial goals.
About the role
As a Client Advisor at Nedbank in Pretoria, you will be the friendly face that helps clients understand and use self service digital banking options while also meeting their sales and service needs. You will be part of a sales and service team focused on growing market share and helping clients achieve their financial goals.
Your day to day work will involve:
- Responding to client needs with the right service and solution
- Educating clients on digital channels and how to use them safely and affordably
- Cross selling and facilitating the sales process by explaining product features and benefits
- Documenting client needs and providing suitable product solutions
- Building and maintaining client relationships by keeping them informed and following up
- Working with internal teams to provide complete financial solutions
- Ensuring clients are onboarded according to Nedbank policies
- Meeting service, teamwork and personal development goals
- Complying with risk and compliance requirements such as FICA and FAIS
Application note: You will apply on Nedbank's official site via the application button. The advert closing date is 10 November 2026. For questions, contact the Nedbank Recruiting Team at +27 860 555 566.
Requirements
- NQF Level Diploma essential qualification
- FAIS approved qualification preferred
- Minimum 1 to 2 years of experience in retail or banking client service, sales or relationship building
- FAIS affected role so you must be accredited and compliant
- Product sales skills and sales strategies knowledge
- Customer service principles and Nedbank policies and procedures knowledge
- Customer relationship management skills
- Behavioural competencies include building customer loyalty, building trusting relationships, sales persuasion, technology savvy, planning and organising, adaptability and applied learning
- Must be able to manage risk and meet legislative requirements such as FICA and FAIS
Responsibilities
- Educate clients and potential clients on self service digital solutions and how to subscribe and service their accounts
- Respond to client needs by offering the right service and solution and own the request end to end
- Build client trust and grow financial well being by helping clients achieve their goals
- Cross sell products and facilitate the sales process by informing clients of product features and benefits
- Document client needs analysis and provide corresponding product solutions
- Obtain referrals from existing clients and leads from other business units
- Build, maintain and retain client relationships by keeping clients informed of progress on applications and queries
- Collaborate with internal stakeholders to provide complete financial solutions
- Ensure clients are onboarded according to Nedbank product strategy, policies and procedures
- Meet service excellence, teamwork and personal development goals
- Increase market share by entrenching clients through Core+ needs discussions, salary and debit order switching and enrolling clients on digital platforms
- Mitigate risks and meet legislative requirements by being accredited and maintaining client information
- Report suspicious transactions to the relevant department
Job details
- Organisation
- Nedbank
- Location
- Pretoria, Gauteng
- Job type
- Full time
- Experience level
- Junior (1+ years)
- Education
- Diploma
- Category
- Sales & Business Dev
- Posted
- 3 November 2026 (4 days ago)
- Closing date
- 10 November 2026
- Application Method
- Apply online
Success Guide
When applying for this Client Advisor role at Nedbank, it helps to show that you understand both people and digital banking. In your CV, highlight any retail or banking experience where you worked directly with clients, especially if you helped them use apps or online banking. Mention how you have met sales targets or built relationships in past roles.
For the interview, be ready to talk about how you would explain a digital banking feature to someone who is nervous about technology. Nedbank values trust and care, so show that you listen well and can solve problems patiently. Also remember to get your FAIS accreditation sorted if you do not have it yet, and bring your diploma certificate and CV along. Good luck!
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