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  • Posted: Mar 16, 2022
    Deadline: Not specified
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    Nedbank Group Limited is a bank holding company that operates as one of the four largest banking groups in South Africa. The company's shares have been listed on the JSE Limited since 1969. The group offers a wide range of wholesale and retail banking services through four main business clusters, namely Nedbank Corporate and Investment Banking, Nedbank Retai...
    Read more about this company

     

    Client Advisor

    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

    Method of Application

    Interested and qualified? Go to Nedbank on jobs.nedbank.co.za to apply

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