Nedbank Client Advisor – Multiple Positions

Nedbank is hiring a Client Advisor in Postmasburg, South Africa. The role focuses on providing clients with appropriate banking solutions, supporting sales and service needs, and helping customers use Nedbank’s digital self-service channels.

Job Details

Job Title: Client Advisor
Company: Nedbank
Requisition Number: 147927
Location: Postmasburg, South Africa (And Others)
Job Family: Sales and Service
Career Stream: Sales
Leadership Pipeline: Manage Self: Technical (MST)
FAIS Affected: Yes
Closing Date: 1 October 2026
Qualification: Diploma
Experience: 1–2 years in retail/banking client service, sales or relationship management

About the Position

The Client Advisor is responsible for understanding client needs and providing suitable financial products and services. The successful candidate will also educate clients on digital banking solutions and assist them with their banking and service requirements.

The position involves building strong client relationships, supporting sales targets and ensuring that clients receive an efficient and positive banking experience.

Key Responsibilities

The successful candidate will be responsible for:

• Responding to client needs by providing appropriate banking services and solutions.
• Building and maintaining trusted client relationships.
• Educating existing and potential clients on account services and digital banking channels.
• Assisting clients with applications, queries and service requests.
• Identifying opportunities to cross-sell relevant financial products.
• Facilitating the sales process by explaining product features and benefits.
• Conducting client needs analysis and recommending suitable solutions.
• Obtaining referrals and following up on leads.
• Keeping clients informed about applications, queries and requests.
• Promoting secure, convenient and cost-effective self-service channels.
• Working with internal teams to provide complete financial solutions.
• Supporting client onboarding in accordance with Nedbank policies and procedures.
• Contributing towards individual and team sales and service targets.
• Identifying and resolving service obstacles.
• Participating in team meetings and reviewing performance against targets.
• Converting leads into sustainable business responsibly.
• Maintaining accurate client information and complying with FICA and FAIS requirements.
• Reporting suspicious transactions to the relevant department.
• Keeping up to date with relevant legislation, banking regulations and industry changes.
• Following Nedbank’s risk, compliance, security and operational procedures.

Minimum Requirements

Applicants should have:

• A Diploma at NQF Level.
• 1–2 years of experience in retail or banking client service, sales or relationship management.

Preferred Qualification

A FAIS-approved qualification is preferred.

Because the position is FAIS affected, candidates must meet the applicable accreditation and regulatory requirements associated with the role.

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Technical Skills and Knowledge

The role requires knowledge or ability in areas such as:

• Product sales
• Sales strategies
• Product knowledge
• Customer service principles
• Customer relationship management
• Nedbank policies and procedures

Key Competencies

Nedbank identifies the following behavioural competencies for the position:

• Building Customer Loyalty
• Building Trusting Relationships
• Sales Persuasion
• Technology Savvy
• Planning and Organizing
• Adaptability
• Applied Learning

Who Can Apply?

The opportunity is suited to candidates who have a Diploma and 1–2 years of relevant retail, banking, sales, client-service or relationship-management experience.

Candidates with a relevant FAIS-approved qualification may have an advantage.

Location

Postmasburg, Northern Cape, South Africa

Closing Date

1 October 2026

Interested applicants should submit their application through the official Nedbank recruitment platform before the closing date.

For recruitment assistance, Nedbank lists the Recruiting Team contact number as +27 860 555 566.

How to Apply

Search for Nedbank Client Advisor – Req ID 147927 on the official Nedbank careers website and select Apply Now.

Disclaimer: This vacancy information is provided for job seekers’ convenience. Careersroom is not the recruiter or employer and does not collect applications on behalf of Nedbank. Applicants should verify the vacancy and apply through the official employer recruitment channel.