Current Vacancies at Nedbank

Job Purpose

• The company requires an individual that can fit the role of a buildings desktop assessor to form part of our unique team.
• To manage, control and attend to contractor audits, desktop assessments and enforce correct interpretation of the Nedbank Homeowners insurance policy with panel service providers and clients.
• Perform a mentoring and coaching support function to the Nedbank Insurance claims assessors and service providers on products and technical aspects where specialised knowledge is required in resolving intricate challenges regarding claims relevant to Homeowners insurance policy cover.

Job Responsibilities

• Compile quality valuations of all types of properties for mortgage lending purposes including assessment of property risk and ensuring compliance with all procedures by conducting physical property inspections, research and analysis of market data and appropriate application of valuation methodologies.
• Provide advisory services to all internal stakeholders within property finance by facilitating deal forum meetings and attending formal credit meetings.
• Vet and authorise external and internal valuations in accordance with the mandate structure as per the valuation policy by application of quality control measures.
• Ensure the property book financial and physical elements and returns are maintained by undertaking timeous review valuations within the defined scope of the valuations and credit policies.
• Meet stakeholder expectations by ensuring quality valuations are completed within the prescribed turn around times.
• Build and maintain relationships with internal and external stakeholders through effective communication and engagement.
• Share expert knowledge and industry trends with all stakeholders through technical and advisory services.
• Ensure extraordinary client experience through professional conduct and interactions.
• Improve workflow efficiency in order to provide a professional service delivery by proper allocation and application of time to the work plan.
• Schedule and coordinate activities for self and/or others by identifying the appropriate resources required to perform these activities within a specific time frame in order to achieve business objectives.
• Address disparities as a result of incorrect application of methodology and data by taking corrective action.
• Make balanced and informed decisions by identifying, analysing, interpreting and applying relevant data.
• Manage cross functional relationships through consistent feedback on work flow progress.
• Mitigate risk through the application of technical skill by verifying, formulating and managing special conditions, sign-offs, consents and any other requests from the business.
• Contribute to Nedbank property valuation business by sharing Industry experiences and providing input on issues that impact bank and industry policies and procedures.
• Support the achievement of the  business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframe.
• Ensure professional conduct when dealing with all stakeholders through appropriate personal branding.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
• Ensure a sustainable pipeline of professionals through appropriate mentoring, knowledge sharing and up skilling of identified candidates. 
• 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 responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

Job Responsibilities Continue

• The types of claims dealt with include any building related claims such as burst geysers & pipes with resultant damage, storm damage to properties, flooring, interior cosmetic repairs to properties, electrical and electronic work etc.
• Validation of claims by means of underwriting, review of previous claims history and referencing and verifying the details of the insured peril as reported by the service provider in line with the relevant policy wording: Validation electronic equipment/ machinery breakdown claims and review reports from electrical SP’s.
• Identifying what is required and outstanding from client. Comparing information collected to the policy requirements and claim details presented.
• Determining equivalent replacement and determine risk.
• Quantification and cost management in determining the scope of work compared to agreed rates on buildings related claims as well a ensuring visible damages are reflected on the mandatory photos from the insured or service provider Risk management, detect and identify fraudulent claims and any overcharging by clients and service providers. Perform risk management function by identifying underwriting risks and identifying inadequate Sum Insureds of dwellings for physical RCV where necessary.
• Ensure adherence to all legislative requirements.
• Reporting and operational efficiency. Ensure quality and accuracy of reports, pricing and workmanship rendered by service providers.

Competencies Required

• Validation of claims according to the various insurance policies in place.
• Liaising with clients, service providers, procurement, underwriting, FNOL, GFS and claims.
• Finalise all reports and administration.
• Making decisions, handle all administration and telephonic queries arising around that Quantification by either drafting a scope of work and finalizing the cost of the claim according to agreed rates or comparing quotations and reports received from service providers and clients compared to the scope of work and agreed rates.
• Managing the cost from the start of the claim until the claim is finalized within the set parameters and agreed scope of work.
• Handling and resolving complaints and queries from clients, internal stakeholders as well as external stakeholders such as builders, engineers etc.
• Conduct all the above to the required performance and quality standards that are in place.

People Specification

The ideal candidate should demonstrate the following:

• A way of work that anticipates the requirements of various stakeholders when engaging through all mediums of communication
• A passion for consensus-based decision making
• The ability to deliver in a high-pressure, innovative environment
• Curiosity and comfort with numbers and large data sets
• A level of influence that creates buy-in and win-win outcomes with stakeholders
• Excellent negotiation skills
• The ability to engage at strategic, tactical and operational levels of the business
• Excellent verbal and written interpersonal skills
• Ownership of personal development

Essential Qualifications - NQF Level

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

Preferred Qualification

• BSc (Hons) in Property studies or BComm (Hons) - Valuations.
• A tertiary qualification or significant progress towards obtaining any construction or built environment related qualification would be highly beneficial.
• FAIS Accreditation or a FAIS recognized qualification will be highly beneficial.

Minimum Experience Level

• The role requires an individual 3 years' experience in property valuation, with strong technical knowledge of the buildings industry and the associated cost and workmanship variables.
• A valid driver’s license
• Building/ Electrical/ Machinery/ Breakdown claims experience

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Job Purpose

• To profitably manage the business portfolio; Network and build individual and business relationships in the micro market and community; and manage staff to deliver outstanding client service. 

Job Responsibilities

Nedbank Goals:

• Achieve sales growth targets.
• Identify and communicate sale opportunities and collaborate with sales and service teams across Small and Digi store types to inspire team to define and implement action plans to grow profit and market share.
• Drive client acquisition and increase digital market activity across the community.
• Monitor community growth and business profitability reports, address gaps and ensure momentum to meet objectives.
• Achieve market profitability targets by applying profitability levers and driving increased digital sales and activity.
• Manage controllable expenses (i.e. overtime, stationery, telephone, traveling) within the agreed financial parameters.

Client Engagement:

• Analyse client profiles to understand their needs and to identify leads for cross-selling or client retention/growth.
• Ensure client teams are prepared for client engagements to improve client experience and acquire/retain clients.
• Analyse client feedback reports from Service teams and address/ action plan and root causes with teams to achieve service excellence goals.
• Enhance client experience aligned to the Nedbank brand pillars by ensuring that all stores meet the defined service standards and corporate image requirements.
• Educate clients to shift towards transacting and servicing through digital channels and focus on increasing digital activity.
• Ensure compliment and complaint management.

Risk and Ops:

• Ensure Key Individual (KI) FAIS responsibilities are executed as per compliance guidelines.
• Manage operational activities as per the Branch Risk Observation Training Analysis (BROTA), Control Check list, branch cash holdings, Document Management Portal and compliance training.
• Monitor Risk and Compliance reports and act on key risk and non-compliance matters.
• Embrace workforce and queue management to ensure optimal store efficiency.
• Manage the security aspects of day to day risks.
• Ensure adherence to process mandates limits.
• Ensure all equipment is maintained.

Lead:

• Participate in the preparation of business performance reports to engage management on a regular basis.
• Translate business goals into team and personal goals based on team roles and responsibilities.
• Work with the support and management teams to remove identified hurdles preventing team and community to achieve predefined goals and develop a client-first mindset.
• Ensure team is trained and compliant and have the necessary tools to deliver on their goals.
• Inspire the use of learning tools and identify development and growth opportunities for individuals and teams.
• Engage team on performance through regular performance discussions on personal and business goals and use creative means, brainstorm opportunities for continuous improvement to be more efficient in delivery and be more effective in meeting client needs.
• Be an example to team and others by bringing the Nedbank values and behaviours to life through own behaviour, practice and self-growth.
• Lead through coaching, mentoring, facilitating and inspiring teams and stakeholders.Ensure and lead consequence management, discipline and effective employee relations.

Minimum Experience Level

• 4 - 5 years' People Management experience essential
• Min 4 years' experience in a client facing Retail Sales environment
• 4 years' Sales experience in Baking Environment will be advantageous

Preferred Certifications

• Advanced Diploma / National 1st Degree
• Regulatory KI Exam (RE1) must
• FAIS certification/ registration mandatory
• Must have successfully completed minimum FAIS 120 Credits
• Valid driver's license and own reliable transport

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Job Purpose

• To mitigate risk by managing structured transactions in accordance with relevant approvals and transaction documents from implementation to termination and so contribute to the achievement of the strategic priorities of Nedbank.

Job Responsibilities

• Ensure that client needs are fully understood and met prior to implementation, including transaction documents, SLAs and regulations.
• Where relevant, build a trusting relationship with direct reports by participating at workload meetings, nuturing an environment of open communication, delegating effectively, and understanding their strengths and development needs.
• Maintain a strong working relationship with manager.
• Build a collaborative relationships with internal and external stakeholders and suppliers. Ensure transformational targets are met.
• Contribute to a culture of transformation by participating in Nedbank culture building initiatives, business strategy, and CSI.
• Stay abreast of developments in field of expertise, ensuring personal and professional growth.
• Understand and embrace the Nedbank vision and values, leading by example.
• Create a client service culture, delivering worldclass service.
• Achieve operational excellence.
• Encourage team to generate innovative ideas and share knowledge.
• Manage performance of staff by implementing performance agreements and ensuring a clear vision.
• Mentor and coach staff on identified performance gaps.
• Motivate staff to perform and contribute to the success of the business by creating an environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes.
• Follow the recruitment process when recruiting talent.
• Maintain a high performing team and ensure an environment for optimal performance is created by identifying talent pool through conducting career conversations, using the talent grid principles and developing talent retention programmes.
• Manage the onboarding process of new employees.
• Provide front office and other internal stakeholders with up to date Business Unit management information.
• Minimise operational losses.
• Facilitate the creation of the Business Unit budget, together with the Business Unit head.
• Continually improve controls by identifying obstacles to performance and efficiency and by developing better, alternative processes.
• Ensure that all transactions are performed according to agreed standards and within prescribed timelines.
• Where relevant, ensure that staff and resource plans are in place and work is allocated with clear accountablity.
• Ensure that deals are implemented in line with transaction documents and are managed and reported accurately.
• Continually improve controls by identifying obstacles to performance and efficiency and by developing better, alternative processes.

Job Responsibilities Continue

People Specification

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Chartered Accountant

Essential Certifications

• FAIS where applicable

Preferred Certifications

Minimum Experience Level

• At leat 5 years investment banking experience with 1 year management experience

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Role Purpose

• Use innovative, differentiated and data-driven recruitment strategies, aligned with business need, to attract, assess and secure young talent to support the future growth and transformation of the organisation

Behavioural Competencies

• Curiosity in Action
• Innovation
• Connected Decision Making
• Devise Strategy
• Integrated Planning
• Ignite Passion
• Driving Innovation
• Continuous Improvement
• Operational Decision Making

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Job Purpose

• To partner with business and relevant stakeholders to ensure that the HR strategies align to the business goals. To lead change management, support talent and organizational development, coach leaders, and use data-driven insights to enhance employee engagement and ensure smooth transitions during transformations.

Job Responsibilities

• Strategic Alignment: will need to work closely with business leaders to understand the strategic needs of the Data and Analytics function and align HR strategies accordingly. 
• Talent Management: Facilitate talent management across the different clusters and business units by assisting business to identify top talent, create talent pipelines and pools, develop succession plans, retention, development and fast -tracking plans.    
• Learning Development:  Work closely with the L&D community across the organisation. Co-create, plan and track execution of the learning initiatives in alignment with the overall people plan. 
• Transformation targets: Ensure transformational targets are met through consideration of targets during the staff recruitment, retention and training process and utilising preferred suppliers.  Proactively plan, execute and track accordingly. 
• Change Management: They facilitate the implementation of new people management initiatives and ensure alignment with existing business policies.  
• This role requires a blend of HR expertise, business acumen, and strong interpersonal skills to effectively bridge the gap between HR and business operations 
• Data-Driven Decision Making: They leverage HR analytics to inform strategic decisions, ensuring that HR initiatives are based on data and aligned with business needs.   
• Performance Management: They focus on HR performance management processes, including compensation, recruitment practices, and employee relations.   
• Employee Experience: They work to enhance the overall employee experience, ensuring that the workforce is engaged, motivated, and aligned with the organization culture 
• Contribute to a culture conducive to the achievement of transformation and operational goals by participating and encouraging team and business unit participation in Nedbank Culture building initiatives.   
• Organizational Development: They play a key role in organizational design and development, ensuring that the structure and culture of the organization support its strategic objectives.   
• Project Management: They manage various HR projects, ensuring proper communication and collaboration within business departments 
• Stay abreast in field of expertise and deliver on the expectations from stakeholders, build capability of self and staff by identifying current and future training and development needs. 

Essential Qualifications - NQF Level

• Professional Qualifications/Honour’s Degree

Preferred Qualification

• Masters degree in Human Resources or Industrial Psychology

Essential Certifications

• Preferred registration with Institute of People Management or South African Board of People Practices

Minimum Experience Level

• Minimum 5 years' experience in HR Busine Partnert
• Must have a deep understanding of Talent Management.  
• Must be able to work with all levels of stakeholders including Group Executives. 

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Job Purpose

• To advise on and integrate learning and organisational development best practices into business strategy and the HR value chain, in line with the business needs at a strategic and tactical level.

Job Responsibilities

• Act as a strategic partner to line management. Build trust, credibility and obtain buy-in from stakeholder.  
• To advise on and integrate learning and organisational development best practices into business strategy and the HR value chain, in line with the business needs at a strategic and tactical level. 
• Ensure transformational target relating to learning & development are met. 
• Ensure continues performance improvement through reviewing of work processes and practices and addressing any identified gaps.  
• Ensure appropriate vendor selection. Foster healthy trusting relationships. Ensure vendors understand Nedbank business strategy and enable appropriate service delivery. 
• Deliver business solutions that are relevant and current and manage associated risks. 
• Meet business needs and partner with relevant stakeholders. Deliver on agreed Strategic and Operational and Learning projects and manage their implementation. 
• Coach and mentor relevant stakeholders and cocreate a positive work environment aligned to Nedbank's vision and values. 
• Ensure service delivery to the business by tracking and monitoring progress of the team. 
• Build credibility of the cross functional team by empowering the team to deliver. 
• Ensure regulatory tracking, executive decision making and progress against plan and budget tracking. 
• Enable correct people-related decisions by ensuring that relevant HR communication is filtered through to stakeholders.  
• Promote a high-performance culture by managing performance of across the Data and Analytics community  
• Ensure that the function keeps within allocated budget and assist management in tracking expenditure against the budget by providing budget guidelines to line managers.
• Prevent mismanagement of funds.
• Minimise service provider costs and meet financial objectives.  
• Meet business requirements and monitor implementation of Learning and OD interventions.  
• Determine the intervention ROI by measuring the impact of Learning and OD interventions and by assessing participants' reaction to the intervention, knowledge gained, behavioural change, and results.  
• Track the effectiveness of vendors, and ensure continuous improvement of services provided, avoid potential losses, get value for money and eliminate vendors who do not meet business needs and standards. 

Essential Qualifications - NQF Level

• Professional Qualifications/Honour’s Degree

Preferred Qualification

• Postgraduate in HRM, Industrial Psychology, Leadership or Change Management

Experience Learning & Development

• Managed a Learning function in a business unit end to end including strategic planning, budgeting, project creation, management and execution as well as reporting. 
• Adept at working with executive leadership as well as deep SMEs across a complex organisation. 
• Track record of working with across functional teams that include learning designers, developers, other L&D managers as well as vendors. 
• Has experience in blue sky projects and specifically building Academies (not only singular learning artefacts or programmes) where the outcome impacted overall business outcomes and strategy. 
• Has strong handle on how to apply learning regulation as part of learning design to optimise funding and FSC points. 
• First-hand experience with a broad spectrum of learning technology: including platforms, LMS, authoring tools and the integration of technology to deliver exceptional learning experiences. 
• Equally strong at the conceptual/strategic level through planning and execution and does not mind working the detail of learning solutions. 
• Able to lead as a change agent at various levels and structures of the organisation and can navigate complexity and uncertainty.  
• Preferrable: exposure to building Data & Analytics capability or adjacent capabilities such as Technology/Digital, Finance, Risk, Investment Banking or similar. 

Minimum Experience Level

• 10 years' experience in a learning & development at Snr leadership role 
• 10 years' experience across the value chain of L&D (consulting, design & development, programme management, deployment and facilitation and regulatory compliance) performance enablement, Leadership Development, Learning technology. 

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Job Purpose

• To lead the establishment and maintenance of relationships between Nedbank and its various government and public sector strategic stakeholders in order to enhance Nedbanks reputation as a financial services provider and as a socio-economic development partner.

Job Responsibilities

• Contributed fully and consistently to meeting all Group-wide sub-functional targets and budgets.
• Group sub-functional results (both short and long term) consistently in line with Exco expectations.
• Advise Group on achieving improved business results. Reporting in a timeous, accurate and compliant way, aligned to international law and best practice.
• Group sub-functional systems and service provision ensured required productivity and efficiency as well as credibility of Group Function.
• Drive the implementation of innovative Public Affairs solutions and continuous improvements to ensure competitive advantage for the Group.
• Drive the required change intervention to deliver on solutions implemented to ensure ROI for the enterprise.
• Keep abreast of new developments and best practice in strategy, business planning and execution to ensure reciprocal returns for Nedbank.
• Produce, align and monitor EE and Transformational plan with Group Strategy to ensure compliance with the legislation, correcting any deviations.
• Ensure alignment and achievement of the Public Affairs strategy to create a competitive advantage.
• Ensure strategy planning cycles for the bank are met.
• Ensure relevant documentation is created to operationalize Public Affair's strategy and ensure business plan is within the context of the bank's strategic framework, Provide support to Public Affairs' Exco to substantiate strategy and business plans.
• Provide appropriate leadership, guidance, development and coaching to the team to achieve business objectives.
• Ensure team is staffed with the right capabilities and competence to improve team effectiveness.

People Specification

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Post Graduate Degree

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Job Purpose

• To investigate the validity of credit applications through compliance and departmental policies and procedures contibuting to mitigation of credit and application fraud related risk for Nedbank Retail.

Job Responsibilities

• Build and maintain client relationships through the undertaking of independent and dual visits with corporate bankers based on client needs and related situationsBuild relationships with internal stakeholders by contributing to structured information sharing meetingsIdentify opportunities by collaborating with corporate bankers according to Nedbank's corporate strategy 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 responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
• Grow the Nedfleet book in line with budgets by building and maintaining client relationshipsSource new business by presenting Nedfleet product opportunities to corporate clients Provide product expertise by delivering fleet management solutions in line with corporate strategy and budget Monitor portfolios in line with credit limits and associated Management Information Systems to ensure that client expectations are metEnsure client expectations are met by liaising with operational and administrative team and monitor/manage outputs as per service level agreements; credit and corporate strategyEnsure business relations with regulators by complying to relevant legislation.
• Address operational and system challenges by managing client relationships and involving internal stakeholders to find solutions and resolve challenges.
• Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframe.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Diploma: Criminal Justice and Forensic Investigation , Matric / Grade 12 / National Senior Certificate

Minimum Experience Level

• 1 year general banking experience

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Job Purpose

• To execute and implement complex transactions with targeted clients related to lending and other structured transactions (non-vanilla lending) and to source new commercial Property Finance transactions, ensure that existing Property Finance clients are maintained, and consequently that relationship-based business potential is optimised ensuring that maximum profitability / return is derived for the Bank.
• To ensure that Nedbank Property Finance remains the dominant player in the Property Finance market through innovative deal making and product structuring.

Job Responsibilities

• Preparation of credit papers (applications, memos, updates, reviews) by conducting historical financial analysis, financial modelling & debt scoping with related commentary, Industry & competitor analysis and sanctions screening.
• Assist with the review of legal documents by cross referencing approved terms sheets and ensure incorporation of all other commercial terms in the legal documents.
• Support effective execution of transactions by applying your skills, modelling, researching and analysing investment proposals.
• Build and maintain internal stakeholder relationships by liaising and collaborating with relevant stakeholders and facilitating the sign-off of relevant transactions.
• Manage development loans process, i.e. draws, stakeholder engagements to meet client's requirements.
• Develop strong relationships with new and existing clients, property brokers, estate agents and any other into financing instruments to create deals.
• Build and maintain existing relationship with established Clients within Region, retaining and optimising existing business opportunities.
• Provide internal and external client satisfaction by ensuring operational excellence in dealing with client queries.
• Identify new business opportunities within different divisions of Nedbank.
• Achieve financial targets by effective acquisition of commercial and industrial property finance deals and management of the book / portfolio.
• Continuously evaluate and mitigate the credit risk embedded within the environment and deals, to derive the maximum risk and return situation.
• Continuously look for creative approaches to put deals on the book.
• Manage colleagues and clients’ expectations and communicate appropriately.
• Contribute to the effectiveness of the Lending team.

Essential Qualification

• BCom (Accounting/Finance) or BSc in Property Studies or similar degree

Preferred Qualification

• CFA/ CA(SA)
• Honours/Post-graduate qualification in Accounting/Finance or equivalent

Minimum Experience Level

• 3 - 5 years Deal structuring experience in Commercial Property Finance
• 3 - 5 years’ experience in Commercial and Industrial Property Finance environment
• 3 - 5 years’ experience in sales and client acquisition in a Commercial Property Finance environment

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Job Purpose

• To market and sell Nedbank products to meet the needs of customers and stakeholders to achieve business objectives.

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.
• 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 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.
• Listen to clients and stakeholders and ask questions to understand their needs.
• Build relationships with clients and stakeholders by regular contact; being available and getting to know them.
• Resolve client queries by following business procedure and keeping client informed.
• Educate clients on the product offering by presenting them with the relevant information.
• Market products to new and existing clients and stakeholders by identifing client needs and matching product to the need.
• Achieve daily; weekly and monthly sales targets by following business unit sales strategy.
• Close the deal by getting client to sign up for product.
• Improve performance based on management feedback report by acting on report recommendations.
• Meet requirements of product applications by providing all required documentation.
• Ensure all client details are correct by capturing details correctly at application stage.
• Schedule work according to action plan from manager in order to meet business objectives.
• Complete verification procedure for all applications by following business unit requirements.
• Report daily statistics to managers for consolidation.Use recommendations from managers report to improve on the quality of work.

Minimum Experience Level

• 3 years' Relationship management experience in the financial sector
• 5 years’ Sales experience with a proven track record in a pressurised sales environment
• 5 years’ Sales experience in a Home Loans environment / Estate Agent / Bond Originator

Requirements

• NQF Level 5 or Higher in a Financial or Business-related field essential
• Matric / Grade 12 / National Senior Certificate
• Valid driver's license and own reliable transport