Client Advisor at Nedbank in Zeerust
Nedbank · Zeerust, North West
Overview
Nedbank is looking for a Client Advisor in Zeerust to help clients with their banking needs and digital self-service solutions. You will build relationships, cross sell products, and ensure clients get the right service. This role is perfect for someone with 2 to 3 years of client service experience who wants to grow in retail banking. Bring your sales skills and client-first mindset to a team that values doing good for clients.
About the role
As a Client Advisor at Nedbank in Zeerust, you will be the friendly face that helps clients understand and use digital banking solutions while meeting their sales and service needs. Your day to day will involve engaging with clients, educating them on self-service channels, and offering the right products to help them grow financially.
You will build trust by listening, owning client requests from start to finish, and cross selling Nedbank products. You will also work with internal teams to provide complete financial solutions, document client needs, and ensure clients are onboarded correctly. Keeping up with compliance and risk requirements will be part of your routine, so attention to detail matters.
This role is about making clients feel welcome and solving their financial problems while contributing to Nedbank's goals. You will be part of a team that values service excellence, teamwork, and personal growth.
Important application note:Please contact the Nedbank Recruiting Team at +27 860 555 566 if you have questions. Applications must be submitted on Nedbank's official site.
Requirements
- Matric or Grade 12 or National Senior Certificate
- 2 to 3 years of retail or banking client service, sales, or relationship experience
- 2 to 3 years in a customer service or client facing role
- FAIS Approved Qualification
- Business relevant certificate or diploma or Institute of Banking would be an advantage
- 120 FAIS credits or FAIS Approved Qualification as per FAIS qualification list
- Product sales skills and sales strategies knowledge
- Customer service principles and client relationship management
- Nedbank policies and procedures knowledge
- Building customer loyalty and trusting relationships
- Sales persuasion and technology savvy
- Planning and organizing, adaptability, applied learning
Responsibilities
- Respond to client needs by offering the right service and solution
- Build client trust and educate clients on subscribing and servicing accounts
- Own client requests end to end and route for alternative intervention if needed
- 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
- Educate clients on using secure, cost effective, time saving self-service channels
- Collaborate with internal stakeholders to provide complete financial solutions
- Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedures
- Meet service excellence, teamwork, and personal development goals while adhering to security and compliance procedures
- Increase market share by entrenching clients through Core+ needs discussions, salary and debit order switching, and digital platform enrollment
- Identify and resolve work obstacles by participating in team meetings and reviewing performance against targets
- Support sales and service strategy objectives and values
- Convert leads into sustainable business responsibly
- Mitigate risks and meet legislative requirements like FICA, FAIS, and Letter of Authority by being accredited
- Report suspicious transactions to the relevant department
- Keep abreast of legislation and industry changes
- Manage risk by meeting technical and company standards and identifying false identity documents
- Be compliant with Nedbank policies, controls, regulations, and banking legislation
Job details
- Organisation
- Nedbank
- Location
- Zeerust, North West
- Job type
- Full time
- Experience level
- Junior (2+ years)
- Education
- Diploma
- Category
- Sales & Business Dev
- Posted
- 3 November 2026 (4 days ago)
- Closing date
- 12 November 2026
- Application Method
- Apply online
Success Guide
When applying for this Client Advisor role at Nedbank in Zeerust, make sure your CV clearly shows your client service and sales experience, especially in banking or retail. Highlight any FAIS qualifications or credits you have, as these are important for the role. In your cover letter, mention how you have helped clients with digital banking or solved their financial needs. For the interview, be ready to talk about real examples of building trust with clients and cross selling products. Nedbank values a client-first attitude, so show your friendly and professional side. Remember to apply on Nedbank's official site before 12 November 2026.
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