Job Description

Requisition and Specialist Recruiter Information REQ 143106 - Lebogang Monate Pipeline Advert for future roles Cluster and Location Personal and Private Banking - Consumer Channel Cape Town Nothern Suburbs, Somerset West and Stellenbosch Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Client Advisor - Client Advisor Northern Cape Job Purpose Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share. Job Responsibilities Client Engagement: * Respond to client needs by offering the right service and solution. * Build client trust by applying your expertise and experience to do good for your client. * Educate clients and potential clients on how to subscribe and service their account. * Treat clients with respect, build trust, show care and humility in all client interactions. * Help clients achieve their goals and grow financially. * Own the client request end to end and route for alternative intervention if not equipped to service the client. * Entrench clients and deliver value through cross selling. * Facilitate the sales process by informing clients of the product features and benefits. * Document client needs analysis and provide corresponding product solutions. * Obtain referrals from existing clients as well as leads from other business units. * Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests. * Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels. * Collaborate with internal stakeholders to provide complete financial solutions for clients. * Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems. * Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure. * Act with a client first mindset in all client engagements. Nedbank Goals: * 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. * Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms. * Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards. * Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken. * Support the achievement of the sales and service strategy objectives and values. * Enable Nedbank's strategy of being financial experts who do good. * Covert leads into sustainable business for Nedbank in a responsible manner. Risk and Compliance: * Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information. * Report suspicious transactions to the relevant department. * Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications, and training material. * Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultra-violet lights to identify false identity documents). * Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation. Minimum Experience Level * 2 - 3 years Retail/Banking Client Service, Sales, Relationship experience * 2 - 3 years in a Customer Service / Client facing role Requirements * Matric / Grade 12 / National Senior Certificate * Business Relevant Certificate or Diploma or Institute of Banking would be an advantage * 120 FAIS Credits Technical / Professional Knowledge * Product sales skills * Sales Strategies * Product Knowledge * Customer service principles * Nedbank policies and procedures * Customer relationship management Behavioural Competencies * Building Customer Loyalty * Building Trusting Relationships * Sales Persuasion * Technology Savvy * Planning and Organizing * Adaptability * Applied Learning

Skills Required