Service Consultant Job at Nedbank

Nedbank

Service Consultant

Nedbank

Job Requisition Number: 142142

Closing Date: 28 September 2025

Location: Makhado, Tzaneen, Thohoyandou

Job Purpose

The main goal of this role is to help clients understand and use digital and self-service banking options easily and safely. You will also handle cash transactions, keep cash supplies balanced and ready, and do basic maintenance on devices. All this is to achieve business targets and make sure clients are happy with the service they receive.

Key Responsibilities

Client Engagement

  • Deal with any issues clients have about waiting in line or using digital devices.
  • Help clients download banking apps and fix any problems with logging in.
  • Guide clients on how to buy extras like mobile data or airtime using online tools or self-service machines.
  • Assist clients in getting bank statements, cards, or other documents from self-service areas.
  • Build and keep good relationships with clients by updating them on their applications, questions, or requests.
  • Connect with clients to learn about their needs and offer financial solutions with care and understanding.
  • Teach clients how to sign up for accounts and manage them on their own.
  • Explain how self-service and digital banking works, including its features.
  • Guide clients through conversations to complete their needs using online services.
  • Spot opportunities to sell more products by engaging with clients, suggesting options, and referring them to the right team. Record these in the client system without giving advice.
  • Greet clients warmly, understand their needs, check their documents, and guide them to the right place.
  • Strengthen long-term relationships with clients.
  • Take full ownership of client requests and pass them to others if you cannot handle them yourself.
  • Offer expert service that builds trust and confidence.

Business Operations

  • Handle cash deposits, withdrawals, and other transactions at the counter.
  • Follow the daily checklist for teller duties, inquiries, and foreign exchange tasks.
  • Balance and secure branch items like cards.
  • Manage the queue and give priority to clients with special needs.
  • Safely dispose of old items like expired cards based on reports.
  • Prepare documents for inter-bank transfers in the correct format and hand them over to couriers on time.
  • Keep ATMs and other machines running by balancing cash, loading it, and doing basic fixes when they go down.
  • Follow cash management plans, including treasury, holdings, efficiency, and recycling in the branch.
  • Load cash into machines, balance them, do basic maintenance, and restock supplies for all branch devices.
  • Report any cash differences right away to avoid losses and fix issues.
  • Process client requests for deposits, withdrawals, change, and transfers using the right steps and rules.
  • Handle foreign exchange requests like traveler’s cheques, bills, and transfers following procedures.

Risk and Compliance

  • Follow policies to control limits on cash at the counter and in safe drops to reduce risks.
  • Stick to rules on approvals, client checks, and transaction verification to prevent fraud and losses.

Nedbank Goals

  • Always act in the client’s best interest: inform them clearly, keep promises, take responsibility, and go above and beyond.
  • Help Nedbank succeed by meeting goals in service quality, teamwork, and personal growth. Follow all security, operations, and compliance rules.
  • Grow the business by achieving individual and team targets that create great client experiences.
  • Increase the use of digital services and self-service machines to move more clients online.

Essential Qualifications

Required Education Level: Diploma (NQF Level)

Preferred Qualification: Banking Services, such as Higher Certificate in Banking Services (NQF 5)

Minimum Experience

1 to 2 years in retail or banking client service, handling cash, being tech-savvy, and solving basic problems. Experience with foreign exchange is a plus where needed.

Technical and Professional Knowledge

  • Principles of good customer service
  • Knowledge of banking products
  • Skills in solving problems
  • Managing client relationships
  • Nedbank’s security policies and procedures
  • Governance, risk management, and controls
  • Foreign exchange products

Behavioural Competencies

  • Building customer loyalty
  • Earning trust
  • Collaborating with others
  • Managing work effectively
  • Adaptability to change
  • Tolerating stress
  • Continuous learning and improvement

Contact: Please reach out to the Nedbank Recruiting Team at +27 860 555 566 for more information.

To apply for this job, please visit jobs.nedbank.co.za.

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