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Service Consultant

Service Consultant

Nedbank Private WealthPaarl, Western Cape, South Africa
30+ days ago
Job description

Service Consultant

Requisition Number-142221

Closing Date- 03 October 2025

Location-Paarl

Job Family

Sales and Service

Career Stream

Client Service

Leadership Pipeline

Manage Self : Technical (MST)

Job Purpose

To educate clients on the convenience security and functionality of digital and self-service solutions; processing cash transactions and cash fulfillment ( 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 clients 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 clients 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

  • Candidates must hold a Higher Certificate in Banking Services NQF Level 5.

    • Minimum Experience Level

  • 1 - 2 yearsRetail / Banking Client Service Cash Technology Savvy 1st Line Problem Resolution experience.
  • 1-2 years foreign exchange 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

    • Disclaimer

    Preference will be given to candidates from the underrepresented groups

    Please contact the Nedbank Recruiting Team at

    Please contact the Nedbank Recruiting Team at

    Required Experience :

    Contract

    Key Skills

    Business Development,Sales Experience,B2B Sales,Time Management,HP Service Manager,Windows,ServiceNow,Relationship Management,Operating Systems,Management Consulting,Troubleshooting,Automotive Service

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

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    Consultant • Paarl, Western Cape, South Africa

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