Client Advisor: Work Place Banking - Pietermaritzburg, South Africa - Nedbank

Nedbank
Nedbank
Verified Company
Pietermaritzburg, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

Job Title

  • Client Advisor: Work Place Banking
    Location


  • Pinetown

  • Kwa Zulu Natal
  • Job Family
  • Sales and Service
  • Career Stream
  • Sales
  • Leadership Pipeline
  • Manage Self: Technical (MST)
  • FAIS Affected
  • FAIS Affected
  • Yes
    Job Purpose
  • To provide personalised advice, financial solutions, client service and educate clients on the convenience, security and functionality of selfservice solutions, in order to meet business goals and exceed client expectations

Responsibilities:


  • Client Engagement:
  • Respond to client needs by offering the right service and solution.
  • Nurture strong, longstanding client relationships.
  • Educate clients and potential clients on how to subscribe and service their account.
  • Educate clients on the convenience, security and functionality of selfservice solutions.
  • Provide knowledgeable client service that fosters mutual trust and confidence.
  • Discover client's needs through connecting, understanding and delivering financial solutions with care.
  • Provide financial strategies and advice using a holistic approach to 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.
  • Identify crossselling opportunities through client engagement and quality conversations.
  • Facilitate the sales process by informing clients of the product features and benefits.
  • Fulfill clients' needs through documenting needs analysis and by providing suitable financial product solutions.
  • Obtain referrals from existing clients as well as leads from other business units.
  • Educate clients on the use of alternative, cost effective, time saving and convenient selfservice channels.
  • Provide complete solution to clients by networking and collaborating with internal stakeholders.
  • Provide input into client financial analysis, make recommendations to credit and monitor the return of security documentation.
  • Identify and recommend opportunities to enhance processes, systems and policies.
  • 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.
  • Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
  • Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
  • Achieve business objectives and identify and execute on quality sales leads.
  • 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.
  • 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.


  • Essential Qualifications

  • NQF Level
  • Advanced Diplomas/National 1st Degrees


  • Preferred Qualification

  • FAIS Approved Qualification
  • Minimum Experience Level years
  • Retail/Banking Client Service, Sales, Relationship experience
    Technical / Professional Knowledge
  • Product sales skills
  • Sales
Strategies

  • 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
  • Applied Learning
- **_Please contact the Nedbank Recruiting Team at _
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