Service Consultant- Pinelands

NedBank

Location
Cape Town, Western Cape
Minimum qualification
Diploma
Closing date

First listed . Last checked at source .

In brief

**Overview** This role is for a Service Consultant at NedBank, located in Pinelands. The primary purpose of the position is to educate clients on the convenience, security, and functionality of digital and self-service banking solutions. Responsibilities also include processing cash transactions, performing cash fulfillment tasks such as balancing and replenishment, and carrying out first-line maintenance on devices to achieve business goals and ensure client satisfaction. **What you will do** As a Service Consultant, you will be responsible for: * **Client Engagement:** Addressing concerns related to queue flow or digital devices; assisting clients with downloading online applications, resolving login issues, buying value-added services online or via self-service devices, and obtaining statements, cards, and documentation from self-service zones. You will build and maintain client relationships, discover service and digital needs, educate clients on account subscription and self-service features, and facilitate online service completion. The role also involves identifying quality sales leads, referring to relevant departments, meeting and greeting clients, clarifying needs, verifying documentation, and owning client requests end-to-end. * **Business Operations:** Accepting and servicing cash transactions over the counter; actioning daily control checklists for teller, enquiries, and foreign functions; balancing and securing branch stock like cards; controlling the queuing process and prioritizing clients with special needs; destroying identified old stock; preparing transactional documents for inter-bank transfers; ensuring ATM/ID availability by balancing, loading cash, and performing first-line device maintenance; executing cash management strategies; loading cash, balancing, and providing first-line device maintenance and replenishment of consumables for all store devices; minimizing losses by declaring discrepancies in cash holdings; and processing client deposits, withdrawals, change, transfers, and forex requests. * **Risk and Compliance:** Mitigating risk by controlling counter and drop safe limits according to policy; preventing fraud and losses by adhering to mandates, client, and transaction authentication procedures and policies. * **Nedbank Goals:** Acting in the client's interest, informing the client, taking accountability, and going the extra mile. You will contribute to Nedbank's success by meeting service excellence, teamwork, and personal development goals, adhering to security, operational, and compliance procedures, and developing, retaining, and growing the business by delivering against individual and team goals that support a positive client experience, including improving 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** Candidates with 1-2 years of experience in retail or banking client service, proficient in cash handling, and technologically savvy. The ideal applicant possesses strong customer service, problem-solving, and relationship management skills, alongside knowledge of banking products and security procedures. They should be adaptable, stress-tolerant, committed to continuous learning, and capable of fostering client loyalty while collaborating effectively within a team to meet business objectives. **Deadline** 26/10/2026 **Reference** Original posting: https://www.myjobmag.co.za/job/service-consultant-pinelands-nedbank-1 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 closing date: 26/10/2026

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