Job Classification
Requisition - # - Melissa Cloete
Business Unit - Nedbank Private and Wealth - High Net Worth
Location - Nedbank Clocktower Campus, V&A Waterfront, Cape Town
Closing Date - 19 August 2025
Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups
Job Family
Sales and Service
Career Stream
Sales
Leadership Pipeline
Manage Self: Technical (MST)
Job Purpose
To provide lending solutions, client service, as well as to educate clients on the convenience, security andfunctionality of these solutions; in order to meet business goals and exceed client expectations.
Job Responsibilities
Client Engagement:
-Respond to client needs by offering the right service and solution.
-Nurture strong, long-standing client relationships.
-Educate clients and potential clients on how to subscribe and service their account.
-Educate clients on the convenience, security and functionality of self-service solutions.
-Provide knowledgeable client service that fosters mutual trust and confidence.
-Discover client's needs through connecting, understanding and delivering financial solutions with care.
-Provide financial strategies and advice using a holistic approach to 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.
-Identify cross-selling opportunities through client engagement and quality conversations.
-Facilitate the sales process by informing clients of the product features and benefits.
-Fulfill clients' needs through documenting needs analysis and by providing suitable financial 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 alternative, cost effective, time saving and convenient self-service channels.
-Provide complete solution to clients by networking and collaborating with internal stakeholders.
-Provide input into client financial analysis, make recommendations to credit and monitor the return of security documentation.
-Identify and recommend opportunities to enhance processes, systems and policies.
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.
-Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
-Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
-Achieve business objectives and identify and execute on quality sales leads.
-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.
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.
Job Responsibilities Continue
Essential Qualifications - NQF Level
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-Advanced Diplomas/National 1st Degrees
Preferred Qualification
-Bachelor of Commerce Degree
Degree in Finance/ Economics or Equivalent
Minimum Experience Level
3 - 6 years' experience in a Structured Lending/Retail Banking/Client Service/Sales environment.
Technical / Professional Knowledge
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-Product sales skills
-Sales Strategies
-Product Knowledge
-Customer service principles
-Nedbank policies and procedures
-Customer relationship management
Behavioural Competencies
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-Building Customer Loyalty
-Building Trusting Relationships
-Sales Persuasion
-Technology Savvy
-Planning and Organizing
-Adaptability
-Applied Learning
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the Nedbank Recruiting Team at +27 860 555 566
