Relationship Officer - Nedbank

Job Purpose

To be the direct contact between the external customer and Nedbank to build and maintain relationships according to Nedbank customer and sales strategy.

Job Responsibilities

• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
• Draft and file reports by capturing data on relevant system to provide input to overall view of business information.
• Resolve issues and problems as they occur by investigating and recommending solutions.
• Use relevant resources responsibly and efficiently to communicate with clients and stakeholders.
• Identify risk upfront to avoid and minimise loss and reputation risk by screening before engaging.
• Ensure that business objectives are achieved by monitoring the process and ensuring that all parties are aligned through communication.
• Achieve targets set by the business by maintaining a portfolio and adhering to service level agreements.
• Increase business by identifying opportunities to expand existing business or generate new business through interacting with clients.
• Negotiate with relevant stakeholders on behalf of the client to meet the clients requirements in a mutually beneficial way.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.

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• Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
• Liaise with all stakeholders and clients by maintaining a clear communication line to ensure that targets and business objectives are met.
• Act as trusted partner to achieve better customer service and business results by meeting service level requirements.
• Perform market research, analysis, and testing using a variety of tools to gain insights and shape marketing strategy
• Analyze qualitative and quantitative data, with special focus on trend analysis to understand how marketing activity turns into customers
• Take part in brainstorming sessions, offering analytical insights to develop and plan creative marketing campaigns that increase brand awareness
• Collaborate with team members to optimize marketing automation and lead management processes through email, content, client meetings and social channels
• Assist in execution of marketing plans to reach target audience through identified channels
• Create, maintain, and distribute monthly marketing reports showing achievement of critical metrics regarding lead generation, content creation, website traffic, and other KPIs
• Assist team in development and execution of marketing campaigns, including content creation, new product launches, social media, upsell, cross sell, and sales enablement

Technical Knowledge

• Familiarity with Administrative procedures and systems
• Data analysis
• Governance, Risk and Controls Governance, Risk and Controls
• Knowledge of Nedbank policies and procedures Nedbank policies and procedures
• Relevant regulatory knowledge
• Display an understanding of Relevant software and systems knowledge
• Proficiency in Business writing skills
• Knowledge of Nedbank culture
• Proficiency description of Multiple technologies knowledge
• Understanding of Cluster Specific Operational Knowledge
• Knowledge of product launches and/or integrated marketing campaigns
• Excellent written, communication, and presentation skills
• Knowledge of market research, surveys, and data analytics
• Proficiency with Microsoft Office and comfortable with technology
• Knowledge of planning and leading initiatives

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Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Marketing or Communication Qualification or relevant NQF 4 qualification.

Exposure/Experience

• Working with a group to identify alternative solutions to a problem.
• Completing various administrative duties (e.g. Naming conventions; files and folder maintenance; data management)
• Communicating internally
• Building and maintaining effective cross-functional relationships with internal and external stakeholders
• Working in a fast-paced and changing environment
• Portfolio management
• Working in a team
• Working with spreadsheets
• Display an understanding of products, standards, and differentiators to develop strategies aimed at increasing effective communications and brand awareness
• Understand procedures and process flow, recommending any changes to make processes more efficient
• Develop marketing collateral

Minimum Experience Level

• 1 - 2 years of banking experience

Technical / Professional Knowledge

• Administrative procedures and systems
• Data analysis
• Governance, Risk and Controls
• Nedbank policies and procedures
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Business writing skills
• Nedbank culture
• Multiple technologies knowledge
• Cluster-Specific Operational Knowledge

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Behavioural Competencies

• Communication
• Collaborating
• Customer Focus
• Decision Making
• Influencing
• Innovation
• Managing Work