Jobs at Nedbank

Job Purpose

• To educate clients on the convenience, security and functionality of digital and self-service solutions; processing cash transactions and cash fulfillment (i.e.balancing and replenishment) and performing first line device maintenance in order to meet business goals and exceed the client expectations. 

Job Responsibilities

Client Engagement:

• Address any concerns relating to the queue flow or digital devices.
• Assist client to download online applications and resolve any log in issues.
• Assist the client to buy value-added services (e.g. pre-paid data and airtime) online or through a self-service device.
• Assist the client to obtain statements, cards and other relevant documentation from self-service zones.
• Build and maintain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests.
• Discover client's service and digital needs through connecting, understanding and delivering financial solutions with care.
• Educate clients and potential clients on how to subscribe and service their account.
• Educate clients on self-service, digital functionality and features.
• Facilitate a conversation with the client to assist them to complete their service needs online.
• Identify quality sales leads and enable cross-selling (without advising) through client engagement, fulfilling, making suggestions, referring to the relevant department for action and by capturing it on the client management system.
• Meet, greet, establish and clarify client needs and verify documentation and direct clients.
• Nurture strong, long-standing client relationships.
• Own the client request end to end and route for alternative intervention if not equipped to service the client.
• Provide knowledgeable client service that fosters mutual trust and confidence.

Business Operations:

• Accept and service cash transactions over the counter.
• Action control check list applicable to teller, enquiries and foreign functions daily.
• Balance and secure branch stock holding (e.g. cards).
• Control the queuing process and prioritise clients with special needs.
• Destroy old stock (e.g. cards) identified by reports.
• Enable the further processing of inter-bank transfers by preparing all transactional documents and originals (WASTE) in the required format by the required deadline for hand over to couriers.
• Ensure ATM/ID availability through balancing and loading of cash and attending to down devices by performing first line device maintenance support.
• Execute on cash management (i.e. Treasury and holdings), cash efficiency and recycling strategies within the store.
• Load cash, balance and provide first line device maintenance and replenishment of consumables of all store devices.
• Minimize losses and ensure corrective action is taken by declaring any discrepancies in cash holdings.
• Process client deposits, withdrawal, change for change and transfer requests by following relevant procedure and policies.
• Process client forex requests by following the relevant procedures and policies (e.g. FBN, bills and transfers).

Risk and Compliance:

• Mitigate risk by controlling counter and drop safe limits according to policy.
• Prevent fraud and losses by adhering to mandates, as well as client and transaction authentication procedures and policies.

Nedbank Goals:

• Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
• Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures and policies.
• Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
• Improve digital enticement and migration volumes to self-service devices and online channels.

Minimum Experience Level

• 2 - 3 years customer facing experience, preferable Retail branch experience
• 1 - 2 years Client Service, Cash, Technology Savvy, 1st Line Problem Resolution experience.
• Where applicable, foreign exchange experience.

Requirements

• Banking Services (example, Higher Certificate in Banking Services - NQF5)
• Matric / Grade 12 / National Senior Certificate
• Must have clear ITC and Criminal Record

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Job Purpose

• To create and increase revenue and economic profit from selected existing and new clients in the Domestic Financial Institutions industry – including insurance groups, asset managers, local banks, brokerages, pension funds, asset allocators and medical schemes.
• The incumbent must effectively manage internal stakeholders and facilitate collaboration across the relevant product areas of Nedbank's wholesale clusters, in order to achieve our sector strategic objectives and create shareholder value.  Further this individual should be the single point of contact for clients by navigating, co-ordinating the solutions available within Nedbank to offer a true banking partnership to clients and stakeholders. This role is based in Johannesburg.

Job Responsibilities

• Deliver or exceed targets by pro-actively monitoring and analysing sector news/knowledge and developments that are pertinent to selected clients, looking for opportunities, gaps and ideas that are going to source business leads, ideas and solutions resulting in deal flow.
• Trap and build business pipelines across the full spectrum of CIB products through the Client Value Management (CVM) process presented to client forum.
• Manage operating costs by leveraging knowledge of client's business and senior level client relationships and sector expertise to originate multi-product transactions and generate a solid deal pipeline.
• Build long term professional and collaborative relationships externally and internally through engagement, understanding and delivering solutions consistently to meet client needs.
• Proactively recommend tailor-made solutions to meet the client's needs by gaining an intimate understanding of the client's business and business environment, and by consulting with relevant stakeholders.
• Deliver 3-year plan for the portfolio by continuously engaging clients' executives to understand their short to medium term strategies.
• Manage the Nedbank brand with external stakeholders by engaging internal stakeholders on their plans and expectations in order to ensure that both plans are congruent.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.

Essential Qualifications

• Undergraduate degree in Accounting/Finance/Commerce

Preferred Qualification

• Post-Grad Degree in Accounting/Finance/Business Management/CA (SA)/CFA

Minimum Experience

• Minimum 3 years’ experience in corporate and investment banking related to a Corporate client portfolio within a banking/financial services environment. 
• Exposure to the multiple product lines as well as relevant sector specific clients would be advantageous.
• A deep understanding of the asset management and pension funds space is essential, with experience in investor services being advantageous.
• Exposure to gathering and providing insight into the Financial Institutions sector, including the needs, nuances, policies, market drivers and role-players in this sector.

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Job Purpose

• To support business objectives by managing fulfilment of requests from clients and staff in order to achieve business results with effective level of client satisfaction and risk management.

Job Responsibilities

• Manage financial losses by ensuring correctness, accuracy of flow of information
• Ensure achievement of financial targets by meeting client service standards and efficiencies
• Serve subordinates by effective performance management i.e. managing top and under performers
• Build and maintain warm working relationships with peers and managers through regular interaction and teamwork.
• Ensure sound relationships with external stakeholders by managing client and stakeholder expectations through appropriate communication and forums.
• Ensure effectiveness of processes by tracking, measuring and analysing data relating to work processes.
• Check and ensure capacity meets business requirements by effectively planning for demand.
• Ensure team efficiency by monitoring productivity and highlight inefficiencies in processes.
• Improve efficiency by looking at ways of re-engineering processes.
• Manage service level agreements with all stakeholders through regular monitoring of efficiencies and engagement with stakeholders.
• Ensure delivery by using the correct systems and access levels.
• Manage performance of staff by implementing performance agreements, ensuring a clear vision, agreeing on goals and objectives, providing regular feedback on performance, recognising and rewarding achievement and take appropriate corrective action where required.
• Mentor and coach staff on identified performance gaps by discussing these performance gaps and agree on appropriate action to be taken.
• Create an environment to motivate staff to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation indecision making processes.
• Stay abreast in field of expertise and deliver on the expectations from stakeholders by building capability of self and staff through identifying current and future training and development needs.
• Contribute to team effectiveness by following the recruitment process when recruiting talent.
• Ensure that development plans for self and team are implemented and met
• Maintain a capable high performing team and ensure an environment for optimal performance is created by identifying talent pool through conducting career conversations, utilising the talent grid principles and developing talent retention programmes.
• Ensure self and staff understand and embrace the Nedbank Vision and Values by leading by example and re-enforcing values during meetings.
• Manage the on boarding process of new employees by ensuring execution of preparations according to the on-boarding check-list.
• Ensure transformational target are met for own team through consideration of targets during the staff recruitment, retention and training process and utilising suppliers listed on the preferred supplier list.
• Address issues raised in culture surveys by participating in the development and implementation of action plans.
• Create a client service culture through various required interventions.
• Support and encourage staff to participate and support corporate responsibility initiative.
• Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement.
• Encourage team to generate innovative ideas and share knowledge.

People Specification

• +/- 8 –10 Direct reports

Essential Qualifications - NQF Level

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

Preferred Qualification

• Financial (Accountancy) Markets Certificate with post graduate degree

Minimum Experience Level

• 7 years in financial markets and 3 years in a managerial role.
• ISO experience

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Job Purpose

• To provide professional and efficient call services in order to optimise client experience for Nedbank clients and ensure continued relationships are created and maintained.

Job Responsibilities

• Adhere to the daily schedule to ensure that targets are met by following the work plan.
• Follow Nedbank processes and values such as honesty; integrity; accountability; respect and pushing beyond boundaries when answering calls and when dealing with internal and external relations.
• Escalate all unresolved queries to management by logging the case on the system.
• Answer 80% of all calls within 20 seconds (80/20) as per Service level Agreements (SLA) Generate lead targets required on a month to month basis by offering products to the clients.
• Prevent losses that may occur in the business by being vigilant and making sure all calls are logged correctly.
• 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.
• Keep up to date with risk standards by reading; understanding and completing the updated manuals every time they are sent out and agreeing to the terms.
• 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.
• Understand the nature of the client's query by reiterating the key points raised by the client.
• Give continuous feedback to management and the back office and ensure that stakeholders are also updated through communication of information required by the different stakeholders.

Job Responsibilities Continue

People Specification

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• FAIS accredited qualification is essential
• FAIS Regulatory exam 5

Essential Certifications

Preferred Certifications

Minimum Experience Level

• Call Centre experience within an Insurance environment
• Experience in either long- or short-term insurance industry is essential

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Job Purpose

• To grow commercial bank revenue through the management and cross sell to existing portfolio; as well as the acquisition of new to bank high revenue commercial customers in order to create and increase revenue and maximize economic profit to achieve the banks strategic objectives and create shareholder value

Job Responsibilities

• Acquire new commercial clients with annual turnover of between R30m - R1b through a process of prospecting and networking to achieve market share growth aspirations.
• Be a trusted advisor to commercial clients in specialised industries (i.e., Agri; Franchise, Fintech, Manufacturing) through continuous professional development; exposure, experience, and personal up-skilling.
• Stay abreast with latest economic trends and developments (i.e., green energy and sustainable agriculture) and applying this knowledge by adding value to client engagements and identifying opportunities to the greater benefit of Nedbank.
• Identify acquisition opportunities through effective ecosystem analysis unlocking the value chain.
• Generate revenue through proactive cross sell strategies by applying specialised Industry and Banking knowledge, managing key internal stakeholder relationships, and executing identified opportunities. 
• Perform in depth financial needs analysis to identify cross sell and up sell opportunities in line with business goals.
• Conduct regular portfolio reviews with clients to identify and unlock value add opportunities that contribute to client retention.
• Be proactive in client interaction by adding value through financial solutioning.
• Establish and execute a client engagement plan to ensure all clients are interacted with frequently in line with Nedbank's growth objectives. 
• Build trusting relationships through regular interactions with key decision makers within the businesses that forms part of the allocated Business portfolio. 
• Earn client trust by being a trusted financial partner and by giving advice and honest constant feedback regarding financial requests.
• Provide a key interface for the client to the bank by having sound knowledge of the bank's products; services and solutions and by coordinating with relevant stakeholders.
• Communicate visitation feedback to internal stakeholders after client interaction to address actionable items and/ or take corrective action where applicable. 
• Recommend tailor-made solutions to meet the client's needs by gaining an intimate understanding of the client's business and business environment, and by consulting with relevant stakeholders. 
• Manage all business risks and ensure compliance by following regulatory requirements and bank's internal policies and procedures, identifying risks and non-compliances, and taking corrective action. 
• Partner with credit manager to manage credit risk of portfolio to minimize potential impairment risk.
• Prepare and present large and complex credit applications consisting of multiple entities and shareholders and by incorporating specialised Industry knowledge and core Banking principles, including the pricing motivation of assets.
• Leverage subject matter expertise to support the digitization of clients in line with the 4th Industrial revolution dynamics.
• Drive client awareness and solution for sustainable development goals in line with the Nedbank purpose.

Minimum Experience Level

• 5 - 10 years commercial banking experience in the Agricultural sector.

Preferred Qualification

• BCom (Financial Management/ Accounting)/ BSc Agri)

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

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Job Purpose

• To maximize sustainable revenue streams through the origination and implementation of profitable   complex structured finance solutions with targeted clients of the bank related to mezzanine lending and equity commercial property transactions in line with Nedbank business strategy.

Job Responsibilities

• Build strong working relationships with internal stakeholders by networking, fostering collaboration, regular communication and complying with the governance and controls.
• Build and maintain external stakeholder relationships by networking, maintaining regular contact, ongoing communication, site visits and pitching ideas.
• Achieve sustainable financial results set by management by securing equity investments and mezzanine funding opportunities in the real estate sector.
• Origination, structuring, implementation and monitoring of deals; taking corrective, value enhancing action when required; compiling and pitching presentations to prospective clients; running the relevant models to ensure the deal is appropriately priced, compiling investment papers for presentation to Investment Committee for new and existing deals and working with Property Finance, Finance, Legal and other stakeholders on the implementation of deals.
• Cross-sell other products offered by Nedbank by keeping abreast of Nedbank's offerings in terms of quality; cost; business expectations and compliance.
• Appropriate ongoing deal management (may include representing the bank on various board of directors) and disposal of asset at optimal time to preserve returns. 
• Ensure the SPV's with which we are involved in comply with the legislature in so far as the company secretary and accounting practices are concerned.
• Undertake semi-annual reviews of each investment, updating the Committee on progress and highlighting identified risks.Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Participate in and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).
• Seek opportunities to improve business processes; models and systems by identifying and recommending effective ways to operate and adding value to Nedbank, potentially driving and/or participating in any projects needed to make the necessary changes.
• Ensure compliance by sanctions checking and adhering to (FICA; Internal and Environmental) regulations; policies and procedures.
• Improve performance of team/ direct reports by providing on the job training; knowledge sharing coaching and identifying suitable formal and informal training.
• Manage costs and contribute to Business Unit cost efficiency by operating within the allocated budget.
• 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, contributing thought leadership to the strategic direction of the business.
• 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 and other stakeholders.
• 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.
• 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

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Chartered Accountant (SA), Chartered Financial Analyst.

Preferred Certifications

• Chartered Accountant (SA) or Chartered Financial Analyst or Qualified Quantity Surveyor

Minimum Experience Level

• 8-10 years relevant sector / industry experience

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Job Purpose

• To follow defined procedures and standards in execution of assigned work tasks. Works under supervision/ independently to ensure the stability and availability of the Enterprise Systems Management Tools within the specific area of responsibility; including the provision of advise; guidance and support to customers and technical staff.

Job Responsibilities

• Ensure that all standards are observed and procedures are carried out in a timely manner so that all systems functionality and data is accurate by managing systems software configurations.
• Deliver agreed expense budget by ensuring the following:
• - Overtime spend is kept within budget
• - Monthly Attendance & Leave Schedules
• - All Claims and recoveries are managed
• - Telephone expenses and data card usage is managed.
• Meet client needs by providing 1st level support and occasional 2nd level support and trouble shooting against guidelines.
• Build relationships by managing and actioning customer requests/calls.
• Provide timeous and effective feedback through engagement with team members.
• Ensure team complete work to plan by providing office administrative support to the team.
• Monitor the trends of systems activity by working with senior colleagues to agree on policies for future system enhancements.
• Comply with policies and risk standards by providing system access within mandate.
• Conduct health checks as per documented procedures and agreed time lines.
• Execute on implementation plans for new/ upgraded/ enhancements as required.
• Solve work issues and problems by acting on MIS information as provided by senior colleagues.
• 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.
• Identify opportunities to improve or enhance processes by identifying and recommending improvements to add value to Nedbank.
• Add value to Nedbank by identifying opportunities to improve or enhance processes. 

Essential Qualifications - NQF Level

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

Preferred Qualification

• IT Diploma or degree or equivalent experience
• Finance Diploma or degree or equivalent experience

Essential Certifications

• Relevant product certification an advantage

Minimum Experience Level

• 1-2 years IT industry or related experience
• 1-2 years accounting industry or related experience

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Job Purpose

• To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.

Job Responsibilities

• Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management.
• Demonstrate an understanding of risk parameters by managing client relationships according to credit principles
• Improve results by tracking and analysing financial reports against agreed measures.  
• Understand clients business and needs through proactive client relationship management according to portfolio mandate.
• Build relationships with internal stakeholders through communication and networking as determined by client needs.
• Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.
• Complete tasks through planning and reviewing against set targets.
• Manage resources (time, processes and support teams) to optimize value against client expectations.
• Comply with risk standards,policies and procedures through training and development as required by group complianceframework
• Research and analyse information by using problem solving techniques to propose solutions for work 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.  
• 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.

Minimum Experience Level

• 2-3 years' Business Service experience in the financial sector a must
• 2-3 years’ experience in Business Acquisition essential
• 2-3 years' Relationship management experience would be an advantage

Requirements

• Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers) is preferred
• 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 is essential

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Job Purpose

• Support external vendors to recover outstanding monies both on and off balance sheet on current and savings accounts by following internal and legal processes and procedures; which results in reduced costs and losses for the bank.

Job Responsibilities

• Maintanance of Default and Recoveries system/ SAP by daily capturing of cashflows and maintaining of impairments.
• Allocation of funds in the department's suspense account.
• Arrange settlements with clients
• Monitoring of costs versus recoveries for on and off balance sheet matters.
• Monitoring of portfolio in terms of age in line with targets set as per legislation guidelines
• Validating of payments into clients accounts daily, General Ledger.
• Returns daily (pay no pay)
• Rehabilitation of client accounts within a set payment criteria (6 consecutive payments).
• Validation and payment of invoices received from vendors by consolidating the payment file
• New handovers from regional risk to legal recoveries.
• Request original security documents from Securities department.
• Request evaluations on all assets from Evaluations department.
• Liasing with the Insurance division to check whether the fixed properties are insured or not.
• Allocation of work to external stakeholders (vendors)
• Ensuring that Litigation Guidelines are adhered to while maintaining good relationship with vendors.
• Performance management of vendors as per the SLA.
• Assist clients with payment arrangements and respond to all client requests or queries within specified turn around time.
• Engage with various departments for various processes (student loan, debt review, admin support etc)  
• Processing of DI (Department Industry) entries on SAP (raising of fees and service provider fees, write offs)
• Maintaining evaluations register by capturing on a diary system.
• Processing monthly work in progress sheet
• Requesting cheques by completing a cheque requesition.
• Completing a Debit Credit Waste Capturing.
• Completing monthly Operations Committee Meeting reports.
• Maintaining D and R which includes capturing of recovery forecasts, actual recoveries and impairments.
• Pre-checks on new handovers from the region.
• Requesting securities from Security department.
• Daily reconciliation by validating payments received from clients directly into their accounts as well as the suspense GL accounts.
• Debt management.
• Reinstatement of legal accounts by uplifting of blocks and holds and requesting approval from stakeholders.
• Issuing settlement letters to clients.
• Conducting monthly operational meetings with vendors.
• Preparing loss reports (written off accounts)
• Requesting documentation from external vendors (legal documents, death certificates etc)
• Processing refunds by requesting documentation from external clients and seeking approval from management.
• Completing monthly vendor trackers.
• Judgement clearance certificates by providing the required information within 7 days to the relevant Credit Bureaux.  
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, websites and attending sessions.
• Ensure information is provided correctly to stakeholders by maintaining knowledge  sharing knowledge with team.
• 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. 

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Diploma: Paralegal Studies , AIPSA

Minimum Experience Level

• 2 - 5 years banking/collections

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Job Purpose

• To attain new and expand existing client base for Nedbank to grow the Nedbank brand and optimise revenue according to business objectives.

Job Responsibilities

• Partner with commercial banking segment business managers to identify and obtain new business referrals for short-term insurance and progress these towards quotes and sales.
• Maintain sound relationships and an engagement model with both internal and external stakeholders. 
• 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.
• Follow laid down processes in opening of accounts by using checklist and account opening matrix.
• Complete weekly compliance training and assessment online to keep up to date on changes.
• Keep relevant compliance Letter 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 need 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 Business Unit objective and strategy.
• Generate revenue through charging for ad hoc services provided to clients.
• Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets.
• Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.
• Participate in end of day discussion and apply recommendations from manager to optimise 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 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. 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 relevant complaints system.
• Adhere to the ask once promise to clients according to Nedbank strategy.
• Build relationships with clients through regular contact and having an individual interest in them.
• Network with internal stakeholders to collaborate in order to provide complete solution to clients.
• Obtain regular feedback from clients by requesting completion of feedback forms.
• Mitigate risk to Nedbank by identifying and verifying clients manually or using relevant technology.
• Adhere to clean desk policy to minimise risk of exposing client confidentiality.
• Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.

Essential Qualifications - NQF Level

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

Preferred Qualification

• Relevant FAIS qualification essential
• 120 - 150 FAIS credits
• RE5/ RE1 certification

Minimum Experience Level

• 1-2 years as a Risk advisor/ Broker in Commercial Insurance rendering sales and service advice is essential.

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Job Purpose

• To assist the Head of Markets Compliance, CIB with the management of compliance risk within the Markets business unit by ensuring compliance with applicable laws, Rules and Directives regulations, internal policies and procedures

Job Responsibilities

• Ensuring that the relevant Markets desk(s) activities within the Markets business unit comply with relevant regulations, industry standards, and internal policies and procedures. 
• Providing guidance and subject matter compliance advice together and training on relevant Markets specific Rules and Directives, regulations, internal policies, and procedures. 
• Monitoring and evaluating relevant Markets desk(s) activities, including identifying potential compliance issues.
• Assisting the Market Surveillance team with review and closure of Alerts, including quarterly reviews of relevant policies.
• Ensure adherence to the Group’s compliance methodology and framework, including completion and updating of relevant business Profiles and Compliance Risk Management Plans 
• Collaborate with the compliance team to develop, update, and implement compliance policies and procedures specific to the Markets business unit.
• Manage Market Abuse and Market conduct risks that may arise within the Markets business unit.
• Motivate staff to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes.
• Contribute to a culture of transformation by participating in Nedbank culture building initiatives, business strategy, and CSI. 
• Keep abreast of regulatory and industry changes and ensure ongoing compliance.
• Serve as a point of contact for regulatory inquiries and audits related to research compliance.
• Build and maintain positive relationships with regulatory authorities and industry organizations.

Essential Qualifications

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Bachelor's degree in law, finance, business, or a related field (Commerce)
• Registered JSE compliance officer Exam in IRC and Bond ETP Markets

Preferred Certifications

• Registered JSE Compliance Officer exam in IRC and Bond ETP Markets - preferred, not essential

Minimum Experience Level

• 2-4 years’ experience within a Compliance, Legal or Risk team within a financial services business.
• 3-5 years’ experience a Markets compliance or related role.

Type of exposure

• Proven experience in compliance roles within the financial industry (Corporate and Investment Banking), with a focus on research compliance is preferred.
• Strong knowledge of relevant financial regulations (e.g., FMA, SEC, FINRA, MiFID II, MAR).
• Excellent analytical skills with the ability to identify and mitigate compliance risks.
• Effective communication and interpersonal skills to work collaboratively with the Markets business and other stakeholders.
• Detail-oriented with a strong commitment to maintaining data accuracy and confidentiality.
• Ability to adapt to evolving regulatory requirements and industry standards

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Job Purpose

• To manage and lead a team of claims handlers/administrators in order to facilitate the processing of both internal and external client instructions on behalf of the relevant department

Job Responsibilities

• Minimise expenses by using cost effective processes and staying within the operational budget
• Ensure turnaround times are met through processing financial transactions within the Service Level Agreement (SLA) requirements
• Ensure effective management of work by adhering to stipulated timeframes and quality delivery of work
• Develop and maintain collaborative relationships with external clients through offering quality service and meeting turnaround times.
• Manage trusting working relationships with internal stakeholders through engagement sessions, appropriate reporting and regular communication
• Ensure client satisfaction by understanding and meeting their required needs
• Manage the performance of staff by putting in place resource plans that include work allocation and clear accountability
• Manage quality of work by performing quality checks and taking corrective action where necessary
• Improve the performance of the team through multiskilling, job enhancement, process improvement etc.
• Manage quality of work by ensuring process standards are implemented and continuously met and corrective action where necessary
• Drive operational improvement by identifying and implementing appropriate solutions
• Manage performance of staff by implementing performance agreements, ensuring a clear vision, agreeing on goals and objectives, providing regular feedback on performance, recognising and rewarding achievement and take appropriate corrective action where required.
• Mentor and coach staff on identified performance gaps by discussing these performance gaps and agree on appropriate action to be taken.
• Motivate staff to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes.
• Stay abreast in field of expertise and deliver on the expectations from stakeholders by building capability of self and staff through identifying current and future training and development needs.
• Contribute to team effectiveness by  following the recruitment process when recruiting talent.
• Maintain a capable high performing team and  ensure an environment for optimal performance is created by identifying talent pool through conducting career conversations, utilising the talent grid principles and developing talent retention programmes (e.g.. rotation).
• Ensure self and staff understand and embrace the Nedbank Vision and Values by leading by example and re-enforcing values during meetings.
• Manage the on boarding process of new employees by ensuring execution of preparations according to the on-boarding check-list.
• Ensure transformational targets are met  for own team through consideration of targets during the staff recruitment, retention  and training process and utilising suppliers listed on the preferred supplier list.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).
• Address issues raised in culture surveys by participating in the development and implementation of action plans.
• Create a client service culture through various required interventions.
• Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement.
• Encourage team to generate innovative ideas and share knowledge.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• NQF 5 - Higher Certificate in Short -term Insurance

Minimum Experience Level

• 3 -5 years Motor and Non-Motor Claims handling experience Motor and Non-Motor.
• Deep understanding of claims processes and policy terms is essential.
• Supervisory or leadership experience including managing workflows, handling escalations, and guiding claims handlers