Job Description
Job PurposeEducate 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 ResponsibilitiesClient 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 Nedbank's product strategy, policy, and procedure.Act with a client first mindset in all client engagements.
Responsibilities + Skills
Education
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.
Experience
Preferred QualificationFAIS Approved QualificationMinimum Experience LevelMust have 2-3 years Retail/Banking Client Service, Sales, Relationship experience.