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
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Respond to client needs by providing appropriate solutions.
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Build client trust through expert advice and good service.
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Educate clients on account subscription and digital self-service channels.
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Manage client requests end-to-end.
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Build and retain client relationships through regular follow-up.
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Deliver value through cross-selling and identifying additional needs.
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Obtain referrals and convert leads into sustainable business.
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Ensure clients are onboarded correctly and in line with Nedbank policies.
Sales and Business Growth
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Meet service excellence and personal development goals.
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Achieve individual and team sales targets.
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Increase market share through salary switching, debit order switching, and Core+ needs discussions.
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Ensure sales activities are planned, tracked, and completed.
Risk & Compliance
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Ensure compliance with FICA, FAIS, and other legislation.
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Maintain accurate client information and update records.
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Report suspicious transactions.
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Adhere to Nedbank policies, controls, and security procedures.
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Stay updated on regulatory changes and internal communications.
Requirements
Experience
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2–3 years in Retail/Banking Client Service, Sales, or Relationship roles.
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2–3 years in a customer service/client-facing role.
Education
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Matric / Grade 12 / National Senior Certificate
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Business-related Certificate or Diploma (advantageous)
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Institute of Banking qualification (advantageous)
FAIS Qualification
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120 FAIS Credits or FAIS Approved Qualification (required)
Technical / Professional Knowledge
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Product sales skills
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Sales strategies
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Product knowledge
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Customer service principles
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Nedbank policies & procedures
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Customer relationship management
Behavioural Competencies
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Building customer loyalty
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Building trusting relationships
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Sales persuasion
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Technology savvy
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Planning & organizing
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Adaptability
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Applied learning