Nedbank Banking Jobs in Gauteng
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Job Purpose
To attain new and expand the existing client base for Nedbank to grow the Nedbank brand and optimize revenue according to business objectives.
Job Responsibilities
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: 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 the implementation of new processes; policies and systems.
- Follow laid down processes in the opening of accounts by using a checklist and account opening matrix.
- Complete weekly compliance training and assessment online to keep up to date on changes.
- Keep relevant compliance Letters of Authority up to date and inform clients at each interaction.
- Action daily control reports and attach correct documentation.
- Identify new clients and their needs through needs analysis and provide a suitable solution.
- Cross-sell to existing clients by establishing needs through financial fitness discussions.
- Obtain referrals from existing clients as well as leads from other Business Units through area collaboration.
- Ensure that every deal done is priced in line with the Business Unit objective and strategy.
- Generate revenue through charging for ad hoc services provided to clients.
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- Monitor and manage sales on a daily; weekly and monthly basis to achieve monthly targets.
- Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.
- Participate in end-of-day discussions and apply recommendations from the manager to optimize sales results.
- Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
- Understand and embrace the Nedbank vision and demonstrate the values through interaction with the team and stakeholders.
- Improve personal capability and stay abreast of developments in the 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 the 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 the team. Maintain world-class service standards when dealing with clients by listening; attending to their needs; keeping them in the loop and making things happen for them.
- Ensure that client complaints and queries are resolved timeously by using the relevant complaints system.
- Adhere to the ask-once promise to clients according to Nedbank's strategy.
- Build relationships with clients through regular contact and having an individual interest in them.
- Network with internal stakeholders to collaborate to provide a complete solution to clients.
- Obtain regular feedback from clients by requesting the completion of feedback forms.
- Mitigate risk to Nedbank by identifying and verifying clients manually or using relevant technology.
- Adhere to a clean desk policy to minimize the risk of exposing client confidentiality.
- Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
People Specification
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
Essential Qualification
- FAIS qualification (150 credits), Regulatory Examinations 5.
- Essential Certifications
- Preferred Certifications
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Minimum Experience Level
2 - 3 years as a Sales Consultant in the Short-Term Insurance Industry.
Technical / Professional Knowledge
- Business terms and definitions
- Data analysis
- Governance, Risk, and Controls
- Nedbank policies and procedures
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Business writing skills
- Nedbank culture
- Cluster-Specific Operational Knowledge
- Banking knowledge
Behavioral Competencies
- Continuous Learning
- Energy
- Advancing Sales Discussions
- High-Impact Communication
- Managing Work
- Sales Disposition
- Sustaining Customer Satisfaction
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