Service Consultant- Jeffreys Bay

NedBank

Location
Eastern Cape
Minimum qualification
Diploma
Closing date

First listed . Last checked at source .

In brief

Overview Nedbank is seeking a Service Consultant for its Jeffreys Bay branch. The purpose of this role is to educate clients on digital and self-service solutions, process cash transactions, manage cash fulfillment (balancing and replenishment), and perform first-line device maintenance to achieve business goals and surpass client expectations. What you will do * **Client Engagement:** Address concerns related to queue flow or digital devices; assist clients with downloading online applications and resolving login issues; assist clients in buying value-added services (e.g., pre-paid data, airtime) online or via self-service devices; assist clients in obtaining statements, cards, and other documentation from self-service zones; build and maintain client relationships by providing progress updates; discover client service and digital needs; educate clients on account subscription and servicing, as well as self-service digital functionality and features; facilitate conversations to help clients complete service needs online; identify quality sales leads for cross-selling by making suggestions, referring to relevant departments, and capturing information on the client management system; meet, greet, establish, clarify client needs, verify documentation, and direct clients; nurture strong, long-standing client relationships; own client requests end-to-end and route for alternative intervention if necessary; provide knowledgeable client service to foster trust and confidence. * **Business Operations:** Accept and service over-the-counter cash transactions; action daily control checklists for teller, enquiries, and foreign functions; balance and secure branch stock holdings (e.g., cards); control the queuing process and prioritise clients with special needs; destroy old stock as identified by reports; prepare transactional documents for inter-bank transfers in the required format and by the deadline for courier handover; ensure ATM/ID availability by balancing and loading cash and attending to down devices via first-line maintenance; execute cash management strategies (Treasury and holdings, cash efficiency and recycling); load cash, balance, and provide first-line device maintenance and replenishment of consumables for all store devices; minimise losses by declaring any discrepancies in cash holdings; process client deposits, withdrawals, change for change, and transfer requests according to procedures and policies; process client forex requests following relevant procedures and policies (e.g., FBN, bills, transfers). * **Risk and Compliance:** Mitigate risk by controlling counter and drop safe limits according to policy; prevent fraud and losses by adhering to mandates, client, and transaction authentication procedures and policies. * **Nedbank Goals:** Act in the client's interest, inform the client, uphold promises, take accountability, and go the extra mile; contribute to Nedbank's success by meeting service excellence, teamwork, and personal development goals while adhering to 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. Requirements (from the original advert) * **Essential Qualifications - NQF Level:** Diploma * **Preferred Qualification:** Banking Services example, Higher Certificate in Banking Services - NQF5 * **Minimum Experience Level:** 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. Who should apply A candidate holding a Diploma, preferably a Higher Certificate in Banking Services (NQF5). The ideal applicant possesses 1-2 years of experience in retail or banking client service, cash handling, technology proficiency, and first-line problem resolution, with foreign exchange experience being an advantage. They should demonstrate strong technical knowledge in customer service principles, product knowledge, problem-solving, relationship management, Nedbank security policies and procedures, governance, risk and controls, and forex products. Essential behavioural competencies include building customer loyalty, earning trust, collaboration, managing work, adaptability, stress tolerance, and a commitment to continuous learning. This role suits individuals committed to educating clients on digital solutions, processing transactions efficiently, maintaining devices, identifying sales leads, and upholding Nedbank's service, operational, and compliance standards. Deadline 27/10/2026 Reference Original posting: https://www.myjobmag.co.za/job/service-consultant-jeffreys-bay-nedbank Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

    • Customer service

    Extracted automatically from the advert; confirm requirements on the original listing.

    Job description

    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 * 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 Advert clsoing date: 27/10/2026

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