Job Req
Closing Date
05 September 2026
Location
Germiston
FAIS Affected
FAIS Affected : Yes
Job Purpose
Educate clients on the functionality of self:service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share.
Job Responsibilities
Client Engagement:
:Respond to client needs by offering the right service and solution.
:Build client trust by applying your expertise and experience to do good for your client.
: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 the 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 the client feel welcome, listened to, and owning and solving their financial problems.
:Ensure clients are onboarded in line with Nedbanks product strategy, policy, and procedure.
:Act with a client first mindset in all client engagements.
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.
: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 as well as enrolling clients on the various digital platforms.
:Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
:Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
:Support the achievement of the sales and service strategy objectives and values.
:Enable Nedbanks strategy of being financial experts who do good.
:Covert leads into sustainable business for Nedbank in a responsible manner.
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.
:Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultra:violet lights to identify false identity documents).
:Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation.
Essential Qualifications : NQF Level
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:Diploma
Preferred Qualification
:FAIS Approved Qualification
Minimum Experience Level
:1 : 2 yearsRetail/Banking Client Service, Sales, Relationship experience
Technical / Professional Knowledge
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:Product sales skills
:Sales Strategies
:Product Knowledge
:Customer servic
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