Client Advisor (Maternity Replacement)

Job Description

To educate clients on the functionality of self-service digital solutions while solving their sales and service needs to meet business goals and grow market share.

Requirements

• Diploma (NQF Level 5)
• FAIS Approved Qualification preferred
• 1-2 years Retail/Banking Client Service, Sales, Relationship experience
• Product sales skills
• Sales strategies
• Product knowledge
• Customer service principles
• Nedbank policies and procedures
• Customer relationship management

Responsibilities

• Respond to client needs by offering the right service and solution
• Build client trust by applying expertise and experience to do good for clients
• 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 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 self-service channels
• Collaborate with internal stakeholders to provide complete financial solutions for clients
• Ensure great client experiences by making clients feel welcome, listened to, and solving their financial problems
• Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure
• Act with a client-first mindset in all client engagements
• Contribute to Nedbank's success through meeting service excellence, teamwork, and personal development goals while adhering to 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, and enrolling clients on various digital platforms
• 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 sales and service strategy objectives and values
• Enable Nedbank's strategy of being financial experts who do good
• Convert leads into sustainable business for Nedbank in a responsible manner
• 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 impact the role by reading 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 with Nedbank policies, controls, regulations, and banking legislation