Client Advisor: Sales and Service at Nedbank, Umlazi Durban
Nedbank · Umlazi, Durban, KwaZulu-Natal
Overview
Nedbank is hiring a Client Advisor in Umlazi, Durban to help clients with digital banking, sales and service needs. If you have 1 to 2 years of retail or banking experience and a diploma, this role lets you build client relationships, grow financial skills and support Nedbank's goal of doing good for clients.
About the role
As a Client Advisor at Nedbank in Umlazi, you will be the friendly face that helps clients understand and use self service digital solutions while solving their sales and service needs. You will educate clients on how to subscribe, service accounts and use secure, cost effective digital channels.
Day to day you will respond to client needs with the right service and product solutions, build trust through your expertise, cross sell products, document client needs, obtain referrals and keep clients informed about their applications and queries. You will also work with internal teams to deliver complete financial solutions and ensure clients are onboarded according to Nedbank policy.
You will contribute to Nedbank's sales and service goals by meeting your personal development targets, adhering to security and compliance procedures and helping grow market share through core needs discussions and salary or debit order switching. Mitigating risks by staying compliant with FICA, FAIS and other legislation is part of the role, and you will report suspicious transactions when needed.
Application notes: Please apply on Nedbank's official careers site. The advert closes on 13 November 2026. You can contact the Nedbank Recruiting Team on +27 860 555 566 if you have questions.
Requirements
- NQF Level Diploma is essential
- FAIS Approved Qualification is preferred
- 1 to 2 years of Retail or Banking Client Service, Sales or Relationship experience
- Product sales skills
- Sales strategies knowledge
- Product knowledge
- Customer service principles
- Nedbank policies and procedures
- Customer relationship management
- Behavioural competencies: building customer loyalty, building trusting relationships, sales persuasion, technology savvy, planning and organizing, adaptability and applied learning
Responsibilities
- Educate clients on self service digital solutions and how to subscribe and service their accounts
- Respond to client needs by offering the right service and product solutions
- Build client trust through expertise and care in every interaction
- Cross sell products and facilitate the sales process by informing clients of product features and benefits
- Document client needs analysis and provide matching 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, queries and requests
- Collaborate with internal stakeholders to provide complete financial solutions
- Ensure clients are onboarded in line with Nedbank's product strategy, policy and procedure
- Contribute to Nedbank's sales and service goals by meeting personal development targets and adhering to security, operational and compliance procedures
- Increase market share by enrolling clients on digital platforms and handling salary and debit order switching
- Identify and resolve work obstacles by participating in team meetings and reviewing performance against targets
- Mitigate risks and meet legislative requirements such as FICA and FAIS by being accredited and keeping client information updated
- Report suspicious transactions to the relevant department
- Stay abreast of legislation and industry changes through newsletters, communications and training
- Manage risk by meeting technical, company standards, practices and resource management
Job details
- Organisation
- Nedbank
- Location
- Umlazi, Durban, KwaZulu-Natal
- Job type
- Full time
- Experience level
- Junior (1+ years)
- Education
- Diploma
- Category
- Sales & Business Dev
- Posted
- 6 November 2026 (1 day ago)
- Closing date
- 13 November 2026
- Application Method
- Apply online
Success Guide
When you apply for this Client Advisor role at Nedbank in Umlazi, tailor your CV to show your client service and sales experience clearly. Mention any banking or retail work where you helped customers with accounts, digital banking or product sales. Highlight your diploma and any FAIS related qualification. In an interview, be ready to explain how you would educate a client on using digital banking and how you build trust with customers. Show that you understand Nedbank's values and can work with targets. Bring a positive, can do attitude and examples of how you have solved client problems before. Good luck!
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