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  • Posted: Dec 28, 2025
    Deadline: Not specified
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  • Nedbank Group Limited is a bank holding company that operates as one of the four largest banking groups in South Africa. The company's shares have been listed on the JSE Limited since 1969. The group offers a wide range of wholesale and retail banking services through four main business clusters, namely Nedbank Corporate and Investment Banking, Nedbank Retai...
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    Client Service Consultant 1

    Job Purpose

    • To educate clients on the convenience, security and functionality of digital and self-service solutions; processing cash transactions and cash fulfillment (i.e.balancing and replenishment) and performing first line device maintenance in order to meet business goals and exceed the client expectations. 

    Job Responsibilities
    Client Engagement:

    • Address any concerns relating to the queue flow or digital devices.
    • Assist client to download online applications and resolve any log in issues.
    • Assist the client to buy value-added services (e.g. pre-paid data and airtime) online or through a self-service device.
    • Assist the client to obtain statements, cards and other relevant documentation from self-service zones.
    • Build and maintain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests.
    • Discover client's service and digital needs through connecting, understanding and delivering financial solutions with care.
    • Educate clients and potential clients on how to subscribe and service their account.
    • Educate clients on self-service, digital functionality and features.
    • Facilitate a conversation with the client to assist them to complete their service needs online.
    • Identify quality sales leads and enable cross-selling (without advising) through client engagement, fulfilling, making suggestions, referring to the relevant department for action and by capturing it on the client management system.
    • Meet, greet, establish and clarify client needs and verify documentation and direct clients.
    • Nurture strong, long-standing client relationships.
    • Own the client request end to end and route for alternative intervention if not equipped to service the client.
    • Provide knowledgeable client service that fosters mutual trust and confidence.

    Business Operations:

    • Accept and service cash transactions over the counter.
    • Action control check list applicable to teller, enquiries and foreign functions daily.
    • Balance and secure branch stock holding (e.g. cards).
    • Control the queuing process and prioritise clients with special needs.
    • Destroy old stock (e.g. cards) identified by reports.
    • Enable the further processing of inter-bank transfers by preparing all transactional documents and originals (WASTE) in the required format by the required deadline for hand over to couriers.
    • Ensure ATM/ID availability through balancing and loading of cash and attending to down devices by performing first line device maintenance support.
    • Execute on cash management (i.e. Treasury and holdings), cash efficiency and recycling strategies within the store.
    • Load cash, balance and provide first line device maintenance and replenishment of consumables of all store devices.
    • Minimize losses and ensure corrective action is taken by declaring any discrepancies in cash holdings.
    • Process client deposits, withdrawal, change for change and transfer requests by following relevant procedure and policies.
    • Process client forex requests by following the relevant procedures and policies (e.g. FBN, bills and transfers).

    Risk and Compliance:

    • Mitigate risk by controlling counter and drop safe limits according to policy.
    • Prevent fraud and losses by adhering to mandates, as well as client and transaction authentication procedures and policies.

    Nedbank Goals:

    • Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
    • 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.
    • Improve digital enticement and migration volumes to self-service devices and online channels.

    Essential Qualifications - NQF Level

    • Diploma

    Preferred Qualification

    • Banking Services (example, Higher Certificate in Banking Services - NQF5)

    Minimum Experience Level

    • Must have 1 - 2 years Retail/Banking Client Service, Cash, Technology Savvy, 1st Line Problem Resolution experience. Where applicable, Foreign experience.

    Technical / Professional Knowledge

    • Customer service principles
    • Product Knowledge
    • Problem solving skills
    • Relationship management
    • Nedbank security policies and procedures
    • Governance, Risk and Controls
    • Forex product

    Behavioural Competencies

    • Building Customer Loyalty
    • Earning Trust
    • Collaborating
    • Managing Work
    • Adaptability
    • Stress Tolerance
    • Continuous Learning

    go to method of application »

    Client Advisor

    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.

    Essential Qualifications - NQF Level

    • Diploma

    Preferred Qualification

    • FAIS Approved Qualification

    Minimum Experience Level

    • 1 - 2 years Retail/Banking Client Service, Sales, Relationship experience

    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

    go to method of application »

    Client Advisor - Cape Town Central 1

    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

    go to method of application »

    Manager: Small Business Services

    Job Purpose

    • To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.

    Job Responsibilities

    • Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management.
    • Demonstrate an understanding of risk parameters by managing client relationships according to credit principles
    • Improve results by tracking and analysing financial reports against agreed measures.  
    • Understand clients business and needs through proactive client relationship management according to portfolio mandate.
    • Build relationships with internal stakeholders through communication and networking as determined by client needs.
    • Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.
    • Complete tasks through planning and reviewing against set targets.
    • Manage resources (time, processes and support teams) to optimize value against client expectations.
    • Comply with risk standards,policies and procedures through training and development as required by group complianceframework
    • Research and analyse information by using problem solving techniques to propose solutions for work challenges.
    • Support the achievement of the  business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
    • Identify training courses and career progression for self through input and feedback from management.
    • Ensure all personal development plan activities are completed within specified timeframe.
    • Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
    • Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.  
    • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
    • Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
    • Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

    Essential Qualifications - NQF Level

    • Matric / Grade 12 / National Senior Certificate

    Preferred Qualification

    • NQF Level 5 or Higher in a Financial or Business-related field essential
    • FAIS Accreditation Regulatory Examination Level 1.

    Minimum Experience Level

    • 2-3 years’ experience in Business Acquisition essential
    • 2-3 years' Relationship management experience would be an advantage
    • Valid driver's license and own reliable transport is essential

    Technical / Professional Knowledge

    • Banking knowledge
    • Banking procedures
    • Business Acumen
    • Business principles
    • Business writing
    • Communication Strategies
    • Data analysis
    • Governance, Risk and Controls
    • Microsoft Office
    • Nedbank policies and procedures
    • Nedbank vision and strategy
    • Principles of financial management
    • Principles of project management
    • Relevant regulatory knowledge
    • Relevant software and systems knowledge
    • Decision-making process
    • Nedbank culture
    • Cluster Specific Operational Knowledge

    Behavioural Competencies

    • Communication
    • Energy
    • Building Trusting Relationships
    • Managing Work
    • Sales Disposition
    • Sustaining Customer Satisfaction

    go to method of application »

    Sales and Service Advisor

    Job Purpose

    • To create great client banking experiences in the smaller branch environment through digital enablement, basic selling, servicing, basic problem solving and client education regarding Nedbank products and services aligned to bank strategy.

    Job Responsibilities
    GROW:

    • Escalate unfulfilled client request to the appropriated channel for actioning.
    • On-board basic accounts (i.e Personal loans, Credit cards).
    • Ensure client's needs assessment is completed to offer related products and services.
    • Inform clients of finacial products, features and benefits.
    • Deliver sales targets and achieve client acquisition, growth and retention objectives.
    • Obtain referrals from existing clients and source leads from other business units.
    • Identify cross-selling opportunities through client engagement, quality conversations and the use of data analytics.
    • Keep clients informed of progress regarding their applications, queries and requests. 
    • Position client's financial product requests for approval in line with process and procedure.
    • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by continuous professional development (i.e. CEO of your own career).
    • Achieve client experience objectives and ensure client satisfaction expressed through NPS (Net Promoter Score).
    • Act with a client first mindset in all client engagements.

    SOLVE:

    • Solve basic problems and issues (i.e debit order dispute).
    • Assess and listen carefully with understanding to establish and clarify client sales and service needs.
    • Attend to all enquiries and services relating to client's needs and by offering the right service and solutions.
    • Use expertise and relevant insights to solve client needs relating to sales, self-service and digital functionality.
    • Attend to administrative duties after on-boarding or service activity.
    • Authenticate clients, provide client service and meet client's identified needs.
    • Entrench clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.
    • Control the queuing process and prioritise clients with special needs.
    • Ensure all devices are operational during business hours.
    • Ensure ATM/ID availability through balancing and loading of cash and attending to down devices by performing first line device maintenance support. 
    • Process and administer all cash services (i.e. teller, forex, bulk) by following relevant procedure and policies. 
    • Complete sales tasks through planning and reviewing against agreed role requirements.

    EDUCATE:

    • Educate clients and potential clients on how to subscribe and service their account.
    • Educate clients on the benefits, convenience, security, digital functionality and features of self-service and alternative cash solutions.
    • Drive digital adoption to enable, educate and migrate clients on digital.

    LEAD, RISK & COMPLIANC

    • Identify and recommend opportunities to enhance processes, systems and policies.
    • Manage client appointment schedule to meet business objectives
    • Meet service excellence, teamwork and personal development goals.
    • Action control check list applicable to teller, enquiries and foreign functions daily.
    • Balance and secure branch stock holding (i.e. cards). 
    • Execute on cash management (i.e. Treasury and holdings), cash efficiency and recycling strategies.
    • Mitigate risks and meet regulatory and legislative requirements where applicable.
    • Adhere to Workforce Management, principles, methodology and scheduling.
    • Report suspicious transactions.

    Essential Qualifications - NQF Level

    • Diploma

    Preferred Qualification

    • FAIS accredited Qualification (Accounting, Finance, Banking, Business)

    Minimum Experience Level

    • 1 - 2 years Retail/Banking Client Service, Sales, Relationship experience

    Technical / Professional Knowledge

    • Customer service principles
    • Product Knowledge
    • Interbank operations
    • Problem solving skills
    • Client Relationship Management
    • Product sales skills
    • Employee engagement methodologies
    • Microsoft Office
    • Relevant Nedbank policies and procedures

    Behavioural Competencies

    • Sustaining Customer Satisfaction
    • Building Customer Relationships
    • Sales Persuasion
    • Targeting Sales Opportunities
    • Planning and Organizing
    • Technology Savvy
    • Adaptability

    go to method of application »

    Manager: Small Business Services - Ermelo

    Job Purpose

    • To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.

    Job Responsibilities

    • Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management.
    • Demonstrate an understanding of risk parameters by managing client relationships according to credit principles
    • Improve results by tracking and analysing financial reports against agreed measures.  
    • Understand clients business and needs through proactive client relationship management according to portfolio mandate.
    • Build relationships with internal stakeholders through communication and networking as determined by client needs.
    • Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.
    • Complete tasks through planning and reviewing against set targets.
    • Manage resources (time, processes and support teams) to optimize value against client expectations.
    • Comply with risk standards,policies and procedures through training and development as required by group complianceframework
    • Research and analyse information by using problem solving techniques to propose solutions for work challenges.
    • Support the achievement of the  business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
    • Identify training courses and career progression for self through input and feedback from management.
    • Ensure all personal development plan activities are completed within specified timeframe.
    • Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
    • Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.  
    • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
    • Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
    • Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

    Essential Qualifications - NQF Level

    • Matric / Grade 12 / National Senior Certificate

    Preferred Qualification

    • NQF Level 5 or Higher in a Financial or Business-related field essential
    • FAIS Accreditation Regulatory Examination Level 1.

    Minimum Experience Level

    • 2-3 years’ experience in Business Acquisition essential
    • 2-3 years' Relationship management experience would be an advantage
    • Valid driver's license and own reliable transport is essential

    Technical / Professional Knowledge

    • Banking knowledge
    • Banking procedures
    • Business Acumen
    • Business principles
    • Business writing
    • Communication Strategies
    • Data analysis
    • Governance, Risk and Controls
    • Microsoft Office
    • Nedbank policies and procedures
    • Nedbank vision and strategy
    • Principles of financial management
    • Principles of project management
    • Relevant regulatory knowledge
    • Relevant software and systems knowledge
    • Decision-making process
    • Nedbank culture
    • Cluster Specific Operational Knowledge

    Behavioural Competencies

    • Communication
    • Energy
    • Building Trusting Relationships
    • Managing Work
    • Sales Disposition
    • Sustaining Customer Satisfaction

    go to method of application »

    RM: Private Clients In Branch

    Job Purpose

    • To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.

    Job Responsibilities

    • Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management.
    • Demonstrate an understanding of risk parameters by managing client relationships according to credit principles
    • Improve results by tracking and analysing financial reports against agreed measures.  
    • Understand clients business and needs through proactive client relationship management according to portfolio mandate.
    • Build relationships with internal stakeholders through communication and networking as determined by client needs.
    • Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.
    • Complete tasks through planning and reviewing against set targets.
    • Manage resources (time, processes and support teams) to optimize value against client expectations.
    • Comply with risk standards,policies and procedures through training and development as required by group complianceframework
    • Research and analyse information by using problem solving techniques to propose solutions for work challenges.
    • Support the achievement of the  business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
    • Identify training courses and career progression for self through input and feedback from management.
    • Ensure all personal development plan activities are completed within specified timeframe.
    • Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
    • Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.  
    • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
    • Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
    • Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

    Essential Qualifications - NQF Level

    • Matric / Grade 12 / National Senior Certificate

    Preferred Qualification

    • NQF Level 6 or Higher in a Financial or Business-related field essential
    • Post-Grad Degree in Financial/Business Management is an advantage
    • Valid driver's license and own reliable transport is essential

    Minimum Experience Level

    • 3-5 years' Relationship management experience in the financial sector 
    • 2-3 years’ experience in Business Acquisition essential
    • Experience in a Sales and Deal Origination related to a Corporate Client Portfolio within a Banking / Financial Services environment would be advantageous

    Technical / Professional Knowledge

    • Banking knowledge
    • Banking procedures
    • Business Acumen
    • Business principles
    • Business writing
    • Communication Strategies
    • Data analysis
    • Governance, Risk and Controls
    • Microsoft Office
    • Nedbank policies and procedures
    • Nedbank vision and strategy
    • Principles of financial management
    • Principles of project management
    • Relevant regulatory knowledge
    • Relevant software and systems knowledge
    • Decision-making process
    • Nedbank culture
    • Cluster Specific Operational Knowledge

    Behavioural Competencies

    • Communication
    • Energy
    • Building Trusting Relationships
    • Managing Work
    • Sales Disposition
    • Sustaining Customer Satisfaction

    Method of Application

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