Jobs at Nedbank

To administer deceased estates and to add value to the business by referring sales leads to the rest of Nedbank Group so as to create holisitic value proposition for our clients

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.
• Ensure that all estates assets are insured against loss.
• Draft a cash reconciliation statement which is checked for correctness by management before any cash distribution.
• Update stats and have monthly meetings with Management to identify possible risks.
• Get equity mandates from the heirs before liquidating any assets.
• Explain the deceased estates administration process to the heirs and manage their expectations; by regular and ongoing communication.
• Engage our internal clients (NFP; PFA) by keeping up to date with regular progress report.
• Responding to client queries and complaints within 48 hours.
• Escalating complaints to Management.
• Foster professional relationships with beneficiaries; intermediaries and others.
• Finalise estates within 12-months to ensure client satisfaction Generate revenue by taking executor's fees.
• Finalise estates within the shortest possible time to maximise profits by making use of statistics progress report.
• Receive all relevant documents from the heirs and send them to the relevant authorities for processing.
• Take control of the deceased assets and ensuring that thery are allocated to the lawful heirs.
• 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 and sharing knowledge with team.

Essential Qualifications - NQF Level

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

Preferred Qualification

• Post Graduate Diploma: Financial Planning.

Minimum Experience Level

• 3-5years working experince as an Estates Officer in the Banking/Financial Services Industry.

Type of Exposure

• Working with a group to identify alternative solutions to work situations.
• Sharing information in different ways to increase stakeholders understanding
• Building and maintaining effective cross-functional relationships with internal and external stakeholders
• Comparing two or more sets of information
• Interacting with diverse people.
• Interacting with external clients
• Tracking cost against a budget
• Working in a fast-paced and changing environment
• Working in a team
• Working with spreadsheets

Technical / Professional Knowledge

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

Behavioural Competencies

• Customer Focus
• Work Standards
• Collaborating
• Communication
• Managing Work
• Building Partnerships

go to method of application »

To ensure that relevant process are administered, maintained and supported to meet the requirements of the department and business in line with the Group's strategy.To support business by ensuring relevant processes are administered and meet business requirements.

Job Responsibilities

• Meet Service Level Agreements (SLA) by conducting processing activities within agreed timelines and parameters.
• Minimise financial and reputational risk by ensuring accuracy of processing activities.
• Minimise operational costs by avoiding unnecessary expenditure.
• Generate a monthly areas' report for monitoring purposes so as to minimise losses and to avoid the loans from falling into the bracket where the Bank has to make provisions.
• Satisfy internal and external clients by responding to and actioning queries within agreed SLA.
• Meet Nedbank internal and external client service standards by communicating with stakeholders (including Regulators) accordingly.
• Understand and meet stakeholder needs by maintaining a relationship through regular interaction.
• Minimise risk by checking and validating activities according to policies and procedures.
• Ensure that relevant processes are administered by following procedures.
• Ensure accuracy by identifying and recording / correcting discrepancies timeously.
• Highlight risk by reporting exceptions timeously.
• Provide information to business partners by remitting schedules and deduction instructions to them so as to get new & old repayments, plus to delete those who have paid up
• To receive repayment files and convert them into the Bank's format and rectify incorrect accounts, and balance those schedules before they are sent for processing, so that they can credit the loans accordingly.
• Transfer funds from one account to another, or update from personal accounts, and re-advance on the limits so as to create a new instalment, at par with the prevailing rate.
• Assist in the monitoring of scheme's limit and advise the manager on those schemes due for review and those exceeding the limit for the manager to take the appropriate action.
• 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 Values by demonstrating the values through interaction with team and stakeholders.
• Ensure that own contribution and participation contributes to the achievement of team goals.
• Create and manage own career through guidance and support of management, department and colleagues.
• 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 knowledge management, continuity and team success through constructive participation in a diverse team and sharing knowledge with team.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
• Participate and support corporate social responsibility initiatives for the achievement of business strategy.
• Add value to Nedbank by identifying opportunities to improve or enhance processes through identifying and recommending improvements and supporting implementation of tools, policies and procedures.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Relevant Banking diploma or equivalent

Type of Exposure

• Completing various administrative duties
• Conducting processing activities
• Capturing data
• Checking accuracy of reports and records
• Communicating internally
• Drafting reports
• Working with a group to identify solutions to a problem

Minimum Experience Level

• 1 - 3 years in business administration

Technical / Professional Knowledge

• Administrative procedures and systems
• Business writing
• Data analysis
• Relevant regulatory knowledge
• Relevant software and systems knowledge

Behavioural Competencies

• Adaptability
• Communication
• Collaborating
• Decision Making
• Stress Tolerance
• Work Standards
• Building Trusting Relationships
• Managing Work

go to method of application »

To create a unique client experience by attending to enquiries and teller related transactions, client queries, banking requirements, the needs of clients and refer cross sell opportunities while mitigating risk and contribute to branch objectives.

Job Responsibilities

• Authenticate clients and transactions.
• Prevent fraud, risks and losses.
• Mitigate risks and meet legislative requirements.
• Provide client service and meet identified client needs.
• Issue VISA application letters based on client requests.
• Comply with risk standards and take corrective action.
• Minimise losses and ensure corrective action is taken as per procedure and policy.
• Balance and secure branch stock holding.
• 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.
• Seek opportunities to improve business processes and systems.
• Act as brand ambassador.
• Add value to Nedbank by supporting the implementation of new processes, policies and systems.
• Deliver on identified client needs and requirements.
• Build and maintain client relationships.
• Educate and converse with clients by informing them of alternative self-service channels that will be cost effective, time saving and convenient.
• Create synergetic internal relationships.
• Identify quality sales leads and enable cross-selling (without advising).
• Meet client information needs and facilitate the processing of sales.
• Ensure client service and avoid destruction of aged stock and costs associated with reprinting and issuing.
• Reach individual and branch usage (touch points) targets.
• Remain current and stay abreast of Nedbank risk and compliance requirements.
• Understand and embrace the Nedbank vision and values, leading by example.
• Ensure knowledge management, continuity, team success and that information is provided in the correct way to stakeholders.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Business Relevant Certificate or Diploma or Institute of Banking.

Type of Exposure

• Answering client questions
• Interacting with external customers
• Changing behaviour to meet the demands of changes at work
• Managing client expectations
• Interacting with diverse people
• Performing teller transactions
• Adjusting to a new work process
• Performing Foreign Exchange teller transactions
• Reconciliation cash and stock balances on hand
• Working with clients to solve client problems

Minimum Experience Level

• Preferable 6 - 12 months client service experience in a financial industry or bank teller experience.

Technical / Professional Knowledge

• Customer service principles
• Relevant product knowledge
• Branch processes and procedures
• Branch service offerings
• Corporate Governance & Compliance
• Cluster specific operations

Behavioural Competencies

• Building Customer Loyalty
• Applied Learning
• Collaborating
• Communication
• Managing Work
• Stress Tolerance
• Quality Orientation