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Full-time
professional certificate
Posted 5d ago
Apply by Aug 31
~40 hrs/week
Responsibilities
The Sales and Service Advisor is responsible for creating positive banking experiences through digital enablement, basic sales, and client education. They must also manage branch administrative tasks, cash services, and ensure operational efficiency of branch devices.
Requirements
Candidates must hold at least a Diploma and have 1-2 years of experience in retail banking, client service, or sales. FAIS accreditation is preferred, along with strong interpersonal and problem-solving skills.
Full job description
Job Requisition details
Req: 147230
Role: Sales and Service Advisor
Area: Fourways
Advert closing date: 31/08/2026
Job Family
Sales and Service
Career Stream
Sales
Leadership Pipeline
Manage Self: Technical (MST)
FAIS Affected
FAIS Affected - Yes
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.
Wealth advisors connecting money decisions to every aspect of your life.
Industry
Financial Services
Company size
201-500 employees
Founded
1834
Headquarters
Sandown, Gauteng
LinkedIn followers
30,254
Nedbank Private Wealth, a wholly owned subsidiary of Nedbank Group Limited, draws on a heritage of wealth management that goes back to 1834. The knowledge we have gained over the years enables us to deliver an award-winning wealth management service. Our approach is tailored to meet the needs of individuals, families, trusts and non-profit organisations, and is based on a deep understanding of who you are and your overall wealth management objectives. The specialist advice and technical expertise we offer spans the full spectrum of wealth management services, including banking, investment, fiduciary, insurance and philanthropy. This is supported by the latest technology, giving you easy access to our services wherever you or your wealth is. We do our best to cut through the complexity and jargon often associated with financial services to provide a fully integrated and seamless approach to the management of your wealth.
How many Sales jobs are open in Johannesburg, South Africa right now?
There are currently 296 open sales positions in Johannesburg, South Africa listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Johannesburg, South Africa?
Companies currently hiring include FirstRand Bank India, Old Mutual South Africa, Nedbank Private Wealth South Africa, The Estée Lauder Companies Inc., Marsh McLennan, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Johannesburg, South Africa?
Yes — 111 of the 296 open sales positions offer remote or hybrid work (24 remote, 87 hybrid).
How do I apply for Sales jobs in Johannesburg, South Africa?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.