Client Advisor - Northern Cape

Description:

Requisition and Specialist Recruiter Information REQ 143106 - Lebogang Monate Pipeline Advert for future roles Cluster and Location Personal and Private Banking - Consumer Channel Cape Town Nothern Suburbs, Somerset West and Stellenbosch Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Client Advisor - Client Advisor – Northern Cape 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 Nedbank's 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 Nedbank's 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. Minimum Experience Level
* 2 - 3 years Retail/Banking Client Service, Sales, Relationship experience
* 2 - 3 years in a Customer Service / Client facing role Requirements
* Matric / Grade 12 / National Senior Certificate
* Business Relevant Certificate or Diploma or Institute of Banking would be an advantage
* 120 FAIS Credits 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