Job Description

Job Purpose

To be the direct contact between the external customer and Nedbank to build and maintain relationships according to Nedbank customer and sales strategy.

Job Responsibilities

Ensure business objectives are met by monitoring processes and ensuring alignment through effective communication. Maintain a portfolio and adhere to service level agreements to achieve business targets. Act as a trusted partner to achieve better customer service and business results by meeting service level requirements. Identify opportunities to expand existing business or generate new business through client interactions. Identify risks upfront to minimize loss and reputation risk by screening before engaging. Investigate and recommend solutions to resolve issues and problems as they occur. Negotiate with relevant stakeholders on behalf of clients to meet their requirements in a mutually beneficial way. Maintain clear communication lines with all stakeholders and clients to ensure targets and business objectives are met. Draft and file reports by capturing data on relevant systems to provide a comprehensive view of business information. Identify and recommend opportunities to enhance processes, systems, and policies, and support the implementation of new ones. Use resources responsibly and efficiently to communicate with clients and stakeholders. Provide accurate information to stakeholders by maintaining and sharing knowledge with the team. Stay updated on legislation and industry changes impacting the role by reading relevant newsletters, websites, and attending sessions. Contribute to achieving transformation goals by participating in Nedbank culture-building initiatives, such as staff surveys. Support corporate social responsibility initiatives to align with key business strategies. Understand and embrace the Nedbank vision and demonstrate its values through interactions with the team and stakeholders. Improve personal capability and stay abreast of developments in the field by identifying training courses and career progression opportunities through feedback from managers. Ensure personal growth and effectiveness by completing learning activities, practicing experiences, and obtaining/maintaining certifications within specified time frames.

Essential Qualifications - NQF Level
Advanced Diplomas/National 1st Degrees Preferred Qualification

Relevant Honours, CA(SA), CFA

Essential Certifications
CA(SA), CFA Preferred Certifications
Minimum Experience Level

3-5 years relevant sector / industry experience (Financial Services or other)

Technical / Professional Knowledge

Business principles Business terms and definitions Business writing Data analysis Governance, Risk and Controls Industry trends Microsoft Office Principles of project management Relevant regulatory knowledge Oral and written communication techniques Behavioural Competencies
Communication Continuous Learning Collaborating Stress Tolerance Quality Orientation Technical/Professional Knowledge and Skills

Employment Equity Statement

Preference will be given to individuals from underrepresented groups.
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Please contact the Nedbank Recruiting Team at +27 860 555 566