Service Consultant

August 8, 2026

Job Requisition detail Req: 147214 Role: Service Consultant Area: Oudshoorn Advert closing date: 13/08/2026 Job Family Sales and Service Career Stream Client Service Leadership Pipeline Manage Self: Technical (MST) FAIS Affected 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 <ul><li>Address any concerns relating to the queue flow or digital devices.</li><li>Assist client to download online applications and resolve any log in issues.</li><li>Assist the client to buy value-added services (e.g. pre-paid data and airtime) online or through a self-service device.</li><li>Assist the client to obtain statements, cards and other relevant documentation from self-service zones.</li><li>Build and maintain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests.</li><li>Discover client's service and digital needs through connecting, understanding and delivering financial solutions with care.</li><li>Educate clients and potential clients on how to subscribe and service their account.</li><li>Educate clients on self-service, digital functionality and features.</li><li>Facilitate a conversation with the client to assist them to complete their service needs online.</li><li>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.</li><li>Meet, greet, establish and clarify client needs and verify documentation and direct clients.</li><li>Nurture strong, long-standing client relationships.</li><li>Own the client request end to end and route for alternative intervention if not equipped to service the client.</li><li>Provide knowledgeable client service that fosters mutual trust and confidence. </li></ul>Business Operations <ul><li>Accept and service cash transactions over the counter.</li><li>Action control check list applicable to teller, enquiries and foreign functions daily.</li><li>Balance and secure branch stock holding (e.g. cards).</li><li>Control the queuing process and prioritise clients with special needs.</li><li>Destroy old stock (e.g. cards) identified by reports.</li><li>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.</li><li>Ensure ATM/ID availability through balancing and loading of cash and attending to down devices by performing first line device maintenance support.</li><li>Execute on cash management (i.e. Treasury and holdings), cash efficiency and recycling strategies within the store.</li><li>Load cash, balance and provide first line device maintenance and replenishment of consumables of all store devices.</li><li>Minimize losses and ensure corrective action is taken by declaring any discrepancies in cash holdings.</li><li>Process client deposits, withdrawal, change for change and transfer requests by following relevant procedure and policies.</li><li>Process client forex requests by following the relevant procedures and policies (e.g. FBN, bills and transfers). </li></ul>Risk And Compliance <ul><li>Mitigate risk by controlling counter and drop safe limits according to policy.</li><li>Prevent fraud and losses by adhering to mandates, as well as client and transaction authentication procedures and policies. </li></ul>Nedbank Goals <ul><li>Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.</li><li>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.</li><li>Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.</li><li>Improve digital enticement and migration volumes to self-service devices and online channels. </li></ul>Essential Qualifications - NQF Level <ul><li>Diploma </li></ul>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 <ul><li>Customer service principles </li><li>Product Knowledge </li><li>Problem solving skills </li><li>Relationship management </li><li>Nedbank security policies and procedures </li><li>Governance, Risk and Controls </li><li>Forex product </li></ul>Behavioural Competencies <ul><li>Building Customer Loyalty </li><li>Earning Trust </li><li>Collaborating </li><li>Managing Work </li><li>Adaptability </li><li>Stress Tolerance </li><li>Continuous Learning </li></ul>Please contact the Nedbank Recruiting Team at +27 860 555 566

Back to blog

Other Jobs To Apply

No other job posts for this day.

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

DISCLAIMER