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Nedbank Asset Management Client Services Consultant

Nedbank - Cape Town, Western Cape

Nedbank Asset Management Client Services Consultant

CompanyNedbank
Location Cape Town, Western Cape
SalaryUnknown
Closing dateUnspecified
Date posted2026-09-25
Employment typeContract
Nedbank is hiring for an Asset Management: Client Services Consultant position on a 6-month contract in Cape Town. The role falls within the Sales and Service job family and Client Service career stream, with a focus on delivering quality client service, assisting clients with digital and self-service banking solutions, processing cash transactions, and supporting branch operations. The successful candidate will help clients make use of digital banking and self-service solutions while providing knowledgeable and efficient assistance with their banking needs. The position also involves cash management, device support, client engagement, risk management and compliance. Job Purpose The Client Services Consultant is responsible for helping clients understand and use Nedbank's digital and self-service banking solutions. The role also involves processing cash transactions, managing cash fulfilment, maintaining self-service devices and providing first-line device support. The successful candidate will contribute to positive client experiences while supporting business objectives, operational efficiency, security and compliance. Key Responsibilities Client Engagement The successful candidate will: Assist clients with concerns relating to queues and digital banking devices. Help clients download online applications and resolve login issues. Assist clients with purchasing value-added services such as prepaid airtime and data. Help clients obtain statements, cards and other relevant documentation through self-service channels. Keep clients informed about the progress of applications, queries and requests. Identify clients' service and digital banking needs and provide appropriate assistance. Educate clients on how to subscribe to and service their accounts. Educate clients on digital banking functionality and self-service features. Help clients complete their service requirements through online channels. Identify suitable sales leads and support cross-selling by making suggestions and referring clients to the relevant department. Greet clients, establish their needs, verify documentation and direct them appropriately. Build and maintain strong client relationships. Take ownership of client requests from beginning to end and refer matters to the appropriate team when necessary. Provide professional and knowledgeable client service that builds trust and confidence. Business Operations Responsibilities will include: Processing cash transactions over the counter. Completing daily control checklists for teller, enquiries and foreign exchange functions. Balancing and securing branch stock such as cards. Managing queues and prioritising clients with special needs. Destroying old stock identified through relevant reports. Preparing transactional documents and originals for inter-bank transfers and courier handover. Supporting ATM and self-service device availability through cash balancing, loading and first-line maintenance. Implementing cash management, treasury and cash efficiency strategies. Loading cash and replenishing consumables for store devices. Identifying and reporting discrepancies in cash holdings to minimise losses. Processing deposits, withdrawals, change-for-change and transfer requests according to approved procedures. Processing foreign exchange requests in accordance with relevant policies and procedures. Risk and Compliance The successful candidate will: Control counter and drop-safe limits according to company policies. Follow client authentication and transaction verification procedures. Adhere to mandates, security requirements and internal controls. Help prevent fraud, losses and operational risks. Follow Nedbank's governance, risk and compliance requirements. Nedbank Goals The successful candidate is expected to: Put the client's interests first and provide accurate information. Take accountability for client requests and commitments. Contribute to service excellence, teamwork and personal development. Follow security, operational and compliance procedures. Support business growth by delivering against individual and team objectives. Encourage clients to use digital banking and self-service channels. Minimum Requirements Qualification Applicants should have: An Advanced Diploma or National First Degree (NQF level qualification). Preferred Qualification A qualification in Banking Services is preferred, such as: Higher Certificate in Banking Services (NQF 5). Experience Candidates should have 1–2 years of experience in areas such as: Retail client service Banking client service Cash handling Technology-related client support First-line problem resolution Foreign exchange experience, where applicable Technical Skills and Knowledge The position requires knowledge of: Customer service principles Banking and financial products Problem-solving techniques Relationship management Security policies and procedures Governance, risk and controls Foreign exchange products Digital and self-service banking solutions Behavioural Competencies Nedbank is looking for candidates who demonstrate: Building Customer Loyalty Earning Trust Collaboration Managing Work Adaptability Stress Tolerance Continuous Learning How to Apply Interested candidates should apply through the official Nedbank careers platform. About the Opportunity This 6-month Client Services Consultant contract provides an opportunity to gain practical experience in banking client service, digital banking, cash operations, risk and compliance while working within Nedbank's Sales and Service environment. Candidates with relevant banking, retail client service, cash handling and technology experience who meet the qualification requirements are encouraged to apply before the vacancy closes. Click Here To Join Our WhatsApp Channel

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