Client Advisor at Nedbank

Job Purpose
To retain, maintain and increase Nedbank's client base through relevant need-based selling and servicing of financial products and services to the In-Retailer market segment.

Job Responsibilities

• Deliver on agreed sales and service opportunities by selling Nedbank products in identified In-retailer stores and communities (i.e. Boxer and Personal Loans).
• Accept and implement advice to fulfill on sales opportunities and through involving local the community.
• Understand and meet the In-retailer market client need through conducting client needs-based analysis aligned to Nedbank procedures and the FAIS Act.
• Create synergy and build relationships with internal stakeholders by participating in collaboration meetings and adhering to standard operating procedures.
• Build and maintain internal and external vendor and supplier relationships by identifying improvement opportunities and by meeting with vendors and suppliers according to Service Level Agreements.
• Ensure work completed to plan, progress reviewed and corrective action taken by monitoring activities, reviewing action plans and taking corrective action.
• Deliver agreed results and create an environment in communities for selling Nedbank products and services by utilizing resources according to Nedbank policies and procedures.
• Manage risk by meeting technical, company standards, practices and resource management (e.g. ultraviolet lights to identify false identity documents).
• Comply with risk standards, monitor and ensure corrective action taken.
• Resolve challenges in community sales areas through following managerial escalation channels and by maintaining a client centric approach.
• Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards. 
• Support the achievement of the  business strategy, objectives and values.
• Stay abreast of developments in field of expertise.
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities.
• Contribute to the Nedbank Culture building initiatives (e.g. staff surveys etc.).
• Participate and support corporate responsibility initiatives for the achievement of business strategy.
• Seek opportunities to improve business processes, models and systems though agile thinking. 

Minimum Experience Level

• 1-2 years experience in a customer service and/or sales environment, in a financial institution

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Diploma or Degree in Finance or FAIS-related qualification.

Type of Exposure

• Working with a group to identify alternative solutions to a problem
• Managing conflict situations
• Communicating internally
• Checking accuracy of reports and records
• Building and maintaining effective relationships externally and internally
• Managing customer expectations
• Interacting with diverse people
• Interacting with external clients
• Working in a fast passed environment
• Working in a team

Technical / Professional Knowledge

• Cluster Specific Operational Knowledge
• Business terms and definitions
• Governance, Risk and Controls
• Administrative procedures and systems
• Data analysis
• Relevant software and systems knowledge
• Banking knowledge
• Banking procedures
• Relevant regulatory knowledge

Behavioural Competencies

• Sustaining Customer Satisfaction
• Building Trusting Relationships
• Driving for Results
• Planning and Organizing
• Building Networks
• Qualifying Sales
• Sales Persuasion
• Targeting Sales Opportunities

Closing Date: 23rd, March 2022