Client Advisor: Nedbank Loch Logan X1
Job Details
- Position: Client Advisor
- Company: Nedbank
- Location: Loch Logan, Bloemfontein, Free State
- Reference: 143572
- Date Posted: 6 Feb 2026
- Closing Date: 11 Feb 2026
- Business Unit: Personal and Private Banking – Consumer Channel
- Career Stream: Sales
- Leadership Pipeline: Manage Self: Technical (MST)
- FAIS Affected: Yes
Job Purpose
To educate clients on self-service digital banking solutions while providing effective sales and service support. The role aims to meet business goals by growing market share through excellent client service, cross-selling, and promoting digital platforms.
Key Responsibilities
Client Engagement
Respond to client needs by providing appropriate solutions.
Build client trust through expert advice and good service.
Educate clients on account subscription and digital self-service channels.
Manage client requests end-to-end.
Build and retain client relationships through regular follow-up.
Deliver value through cross-selling and identifying additional needs.
Obtain referrals and convert leads into sustainable business.
Ensure clients are onboarded correctly and in line with Nedbank policies.
Sales and Business Growth
Meet service excellence and personal development goals.
Achieve individual and team sales targets.
Increase market share through salary switching, debit order switching, and Core+ needs discussions.
Ensure sales activities are planned, tracked, and completed.
Risk & Compliance
Ensure compliance with FICA, FAIS, and other legislation.
Maintain accurate client information and update records.
Report suspicious transactions.
Adhere to Nedbank policies, controls, and security procedures.
Stay updated on regulatory changes and internal communications.
Requirements
Experience
2–3 years in Retail/Banking Client Service, Sales, or Relationship roles.
2–3 years in a customer service/client-facing role.
Education
Matric / Grade 12 / National Senior Certificate
Business-related Certificate or Diploma (advantageous)
Institute of Banking qualification (advantageous)
FAIS Qualification
120 FAIS Credits or FAIS Approved Qualification (required)
Technical / Professional Knowledge
Product sales skills
Sales strategies
Product knowledge
Customer service principles
Nedbank policies & procedures
Customer relationship management
Behavioural Competencies
Building customer loyalty
Building trusting relationships
Sales persuasion
Technology savvy
Planning & organizing
Adaptability
Applied learning