Multifunctional Consultant - Mossel Bay at Nedbank

Job Purpose

• To provide information and guidance to answer clients queries and requests to deliver client service and refer cross sell opportunities to mitigate risk and contribute to branch objectives.

Job Responsibilities

• Contribute to a culture of transformation by participating in Nedbank culture building initiatives, business strategy, and CSI.
• Seek opportunities to improve business processes and systems.
• Support implementation of new processes, policies and systems to add value to Nedbank.
• Act as brand ambassador by living the Nedbank values.
• Enable the conversion of leads into sales. 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.
• Provide service to, and maintain relationships with, clients by greeting, listening, understanding the client's needs.
• Stay abreast of Nedbank risk and compliance requirements.
• Create and manage own career through guidance and support of Team Leader and colleagues.
• Understand and embrace the Nedbank vision and values.
• Improve personal capability, identifying training courses for career progression.
• Ensure personal growth and effectiveness by ensuring that all learning activities are completed and certifications obtained within specified time frames.
• Ensure knowledge management, continuity, team success and that information is provided in the correct way to stakeholders.
• Verify client identity. Mitigate risks, including creating enquiries report, managing loss and meeting legislative requirements.
• Provide client service.
• Ensure internal practices are met. Balance and secure branch stock holdings.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Business Relevant Certificate or Diploma.

Minimum Experience Level

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

Technical / Professional Knowledge

• Customer service principles
• Relevant product knowledge
• Client Service Management
• Client service principles
• Cluster Specific Operational Knowledge
• Governance, Risk and Controls

Behavioural Competencies

• Building Customer Loyalty
• Applied Learning
• Work Standards
• Communication
• Managing Work
• Stress Tolerance