X25 Open vacancies at Nedbank

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Nedbank has various openings available from various fields and inviting intereated candidates to apply.

Closing date: 15 February 2024

Location: Various

Job Responsibilities

Client Engagement:

  • Respond to client needs by offering the right service and solution.
  • Nurture strong, long-standing client relationships.
  • Educate clients and potential clients on how to subscribe and service their account.

  • Educate clients on the convenience, security and functionality of self-service solutions.
  • Provide knowledgeable client service that fosters mutual trust and confidence.
  • Discover client’s needs through connecting, understanding and delivering financial solutions with care.

  • Provide financial strategies and advice using a holistic approach to help clients achieve their goals and grow financially.
  • Own the client request end to end and route for alternative intervention if not equipped to service the client.
  • Identify cross-selling opportunities through client engagement and quality conversations.

  • Facilitate the sales process by informing clients of the product features and benefits.
  • Fulfill clients’ needs through documenting needs analysis and by providing suitable financial product solutions.
  • Obtain referrals from existing clients as well as leads from other business units.

  • Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests.
  • Educate clients on the use of alternative, cost effective, time saving and convenient self-service channels.
  • Provide complete solution to clients by networking and collaborating with internal stakeholders.

  • Provide input into client financial analysis, make recommendations to credit and monitor the return of security documentation.
  • Identify and recommend opportunities to enhance processes, systems and policies.

Nedbank Goals:

  • 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.

  • Act in the client’s interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
  • Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.

  • Achieve business objectives and identify and execute on quality sales leads.
  • Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.

Risk and Compliance:

  • Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.

  • Report suspicious transactions to the relevant department.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications and training material.

Essential Qualifications – NQF Level

  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

  • FAIS Approved Qualification

Minimum Experience Level

  • Must have 3 – 6 years Retail/Banking Client Service, Sales, Relationship experience

Technical / Professional Knowledge

  • Product sales skills
  • Sales Strategies
  • Product Knowledge
  • Customer service principles
  • Nedbank policies and procedures
  • Customer relationship management

Behavioural Competencies

  • Building Customer Loyalty
  • Building Trusting Relationships
  • Sales Persuasion
  • Technology Savvy

  • Planning and Organizing
  • Adaptability
  • Applied Learning

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