Job Opportunities at Nedbank

Job Purpose

• To provide quality and accurate business administrative support services to internal and external stakeholders enabling Nedbank to achieve its business goals.

Job Responsibilities

• Action stakeholder requests by capturing and processing the administration request on the relevant system.
• Action vendor invoice payments by capturing and processing the data on the relevant system.
• Perform reconciliations from Supplier invoice and general leadger accounts by comapring with the supporting documents and Management Information Systems (MIS).
• Contribute to revenue increase by driving the submitted sales to completion.
• Compile a catalogue of services by allocating costs per product.
• Ensure recovery of costs for services rendered by maintaining and monitoring the transfer pricing system.
• Ensure delivery of value for services rendered by utilising product MIS as input into vendor engagement meetings for the purpose of driving down costs.
• Monitor departmental financial performance by analysing actual to budget variances.
• Contribute to efficient budget compilation by applying statistical growth information to financial expenditure requirements.
• Minimise financial and reputational risk by ensuring accuracy of processing activities.
• Minimise operational costs by avoiding unnecessary expenditure.
• Provide feedback to internal and external stakeholders by generating and making available relevant reports and MIS.
• Meet and exceed internal and external client needs by timeously responding to queries and actioning the request within the Service Level Agreement (SLA)
• Ensure to follow through relevant tasks by monitoring and verifying the process flow till completion.
• Ensure to verify and authenticate reports, data and transactions by physically extracting, generating and checking reports from the system.
• Verify client information on systems in accordance with Nedbank policies and FICA rules.
• Prepare trustee meeting packs and month end packs for management .
• Maintain and update the administration files and legal documents by saving electronic files on server or physical secure repository.
• Escalate anomalies where cases or call records not found or if there a mismatch of accounts are not logged by emailing Team Manager.
• 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.
• 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.

People Specification

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Diploma: Financial Management / Diploma in Business Administration

Essential Certifications

Preferred Certifications

Minimum Experience Level

Role specific

Technical / Professional Knowledge

• Administrative procedures and systems
• Banking knowledge
• Banking procedures
• Business terms and definitions
• Data analysis
• Relevant regulatory knowledge
• Business writing skills
• Product Knowledge
• Relevant system knowledge
• Governance, risk and controls

Behavioural Competencies

• Communication
• Collaborating
• Customer Focus
• Initiating Action
• Work Standards
• Managing Work

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Job Purpose

• To market, sell, and cross-sell Nedbank products, In-Branch, to meet the needs of Retail Business Banking (RBB) clients; to retain and grow client base; to achieve and meet business objectives through identifying and fulfilling client financial needs and to provide consistent excellent client service.

Job Responsibilities

• Deliver and achieve all in-branch daily, weekly and monthly sales opportunities by following business unit sales strategy.
• Finalise client transactions by ensuring client signature for final product accepted.
• Improve performance based on management guidance and feedback.
• Obtain referrals from existing clients and in branch staff through collaboration.
• Market financial products to new and existing clients and stakeholders through the identification of client needs and by matching product to the need.
• Assist and collaborate with segment colleagues (i.e. Relationship- and Business Banking) with activations to ensure new business opportunities are fulfilled.
• Build relationships with clients and stakeholders through regular contact and by being available and getting to know them (i.e. I know you strategy).
• Resolve client queries by following business procedure and keeping client informed.
• Educate clients on the product offering by presenting them with the relevant information.
• Maintain client relationships through world class service standards by listening and attending to client needs, keeping them in the loop and making things happen for them.
• Develop effective partnerships with clients by listening to client needs, asking questions and demonstrating an understanding of the client's business & industry.
• Address client needs by identifying effective financial solutions, using product knowledge, providing the client with proactive solutions.
• Act as client's banking partner by taking responsibility for providing regular feedback.
• Ensure retention of clients full banking relationship through client service and client contact.
• Plan and implement effective prospecting activities by identifying and responding to business opportunities.
• Meet requirements of product applications by providing all required documentation.
• Ensure all client details are correct by capturing details correctly at application stage.
• Schedule work according to action plan from manager in order to meet business objectives.
• Complete verification procedure for all applications by following business unit requirements.
• Enable managerial sales consolidation by reporting daily sales statistics.
• Improve the quality of work by using the managerial recommendations.
• Ensure effective administration and controls in branch portfolio by checking securities and complying with FICA & FAIS requirements.
• Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
• Ensure technical, company standards and practices are met by vetting the accuracy and quality of applications and security documentation within sales portfolio.
• Deliver agreed results through input to client financial analysis, making recommendations to credit, monitoring that security documentation are completed and returned to admin team and by confirming Bank queries and Bank Codes.
• Support the achievement of the business strategy, objectives and values.
• Stay abreast of developments in field of expertise.
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities.
• Contribute to the Nedbank Culture building initiatives (e.g. staff surveys etc.).
• Participate and support corporate responsibility initiatives for the achievement of business strategy.
• Seek opportunities to improve business processes, models and systems though agile thinking.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Sales or Marketing Certificate or Bcomm Marketing or Commerce

Minimum Experience Level

• 3 year Retail Banking experience of which 1-2 years experience at Sales Consultant level. Exposure to Small Business Services clients.

Technical / Professional Knowledge

• Administrative procedures and systems
• Banking procedures
• Business principles
• Business terms and definitions
• Governance, Risk and Controls
• Microsoft Office
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Business writing skills
• Cluster Specific Operational Knowledge

Behavioural Competencies

• Leveraging a Winning Sales Strategy
• Advancing Sales Discussions
• Building Trusting Relationships
• Targeting Sales Opportunities
• Qualifying Sales
• Building Networks
• Driving for results
• Sustaining Customer Satisfaction

go to method of application »

Job Purpose

• To market, sell, and cross-sell Nedbank products, In-Branch, to meet the needs of Retail Business Banking (RBB) clients; to retain and grow client base; to achieve and meet business objectives through identifying and fulfilling client financial needs and to provide consistent excellent client service.

Job Responsibilities

• Deliver and achieve all in-branch daily, weekly and monthly sales opportunities by following business unit sales strategy.
• Finalise client transactions by ensuring client signature for final product accepted.
• Improve performance based on management guidance and feedback.
• Obtain referrals from existing clients and in branch staff through collaboration.
• Market financial products to new and existing clients and stakeholders through the identification of client needs and by matching product to the need.
• Assist and collaborate with segment colleagues (i.e. Relationship- and Business Banking) with activations to ensure new business opportunities are fulfilled.
• Build relationships with clients and stakeholders through regular contact and by being available and getting to know them (i.e. I know you strategy).
• Resolve client queries by following business procedure and keeping client informed.
• Educate clients on the product offering by presenting them with the relevant information.
• Maintain client relationships through world class service standards by listening and attending to client needs, keeping them in the loop and making things happen for them.
• Develop effective partnerships with clients by listening to client needs, asking questions and demonstrating an understanding of the client's business & industry.
• Address client needs by identifying effective financial solutions, using product knowledge, providing the client with proactive solutions.
• Act as client's banking partner by taking responsibility for providing regular feedback.
• Ensure retention of clients full banking relationship through client service and client contact.
• Plan and implement effective prospecting activities by identifying and responding to business opportunities.
• Meet requirements of product applications by providing all required documentation.
• Ensure all client details are correct by capturing details correctly at application stage.
• Schedule work according to action plan from manager in order to meet business objectives.
• Complete verification procedure for all applications by following business unit requirements.
• Enable managerial sales consolidation by reporting daily sales statistics.
• Improve the quality of work by using the managerial recommendations.
• Ensure effective administration and controls in branch portfolio by checking securities and complying with FICA & FAIS requirements.
• Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
• Ensure technical, company standards and practices are met by vetting the accuracy and quality of applications and security documentation within sales portfolio.
• Deliver agreed results through input to client financial analysis, making recommendations to credit, monitoring that security documentation are completed and returned to admin team and by confirming Bank queries and Bank Codes.
• Support the achievement of the business strategy, objectives and values.
• Stay abreast of developments in field of expertise.
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities.
• Contribute to the Nedbank Culture building initiatives (e.g. staff surveys etc.).
• Participate and support corporate responsibility initiatives for the achievement of business strategy.
• Seek opportunities to improve business processes, models and systems though agile thinking.

Minimum Experience Level

• 3 year Retail Banking experience of which 1-2 years experience at Sales Consultant level. Exposure to Small Business Services clients.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Sales or Marketing Certificate or Bcomm Marketing or Commerce

Technical / Professional Knowledge

• Administrative procedures and systems
• Banking procedures
• Business principles
• Business terms and definitions
• Governance, Risk and Controls
• Microsoft Office
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Business writing skills
• Cluster Specific Operational Knowledge

Behavioural Competencies

• Leveraging a Winning Sales Strategy
• Advancing Sales Discussions
• Building Trusting Relationships
• Targeting Sales Opportunities
• Qualifying Sales
• Building Networks
• Driving for results
• Sustaining Customer Satisfaction

go to method of application »

Job Purpose

• To market, sell, and cross-sell Nedbank products, In-Branch, to meet the needs of Retail Business Banking (RBB) clients; to retain and grow client base; to achieve and meet business objectives through identifying and fulfilling client financial needs and to provide consistent excellent client service.

Job Responsibilities

• Deliver and achieve all in-branch daily, weekly and monthly sales opportunities by following business unit sales strategy.
• Finalise client transactions by ensuring client signature for final product accepted.
• Improve performance based on management guidance and feedback.
• Obtain referrals from existing clients and in branch staff through collaboration.
• Market financial products to new and existing clients and stakeholders through the identification of client needs and by matching product to the need.
• Assist and collaborate with segment colleagues (i.e. Relationship- and Business Banking) with activations to ensure new business opportunities are fulfilled.
• Build relationships with clients and stakeholders through regular contact and by being available and getting to know them (i.e. I know you strategy).
• Resolve client queries by following business procedure and keeping client informed.
• Educate clients on the product offering by presenting them with the relevant information.
• Maintain client relationships through world class service standards by listening and attending to client needs, keeping them in the loop and making things happen for them.
• Develop effective partnerships with clients by listening to client needs, asking questions and demonstrating an understanding of the client's business & industry.
• Address client needs by identifying effective financial solutions, using product knowledge, providing the client with proactive solutions.
• Act as client's banking partner by taking responsibility for providing regular feedback.
• Ensure retention of clients full banking relationship through client service and client contact.
• Plan and implement effective prospecting activities by identifying and responding to business opportunities.
• Meet requirements of product applications by providing all required documentation.
• Ensure all client details are correct by capturing details correctly at application stage.
• Schedule work according to action plan from manager in order to meet business objectives.
• Complete verification procedure for all applications by following business unit requirements.
• Enable managerial sales consolidation by reporting daily sales statistics.
• Improve the quality of work by using the managerial recommendations.
• Ensure effective administration and controls in branch portfolio by checking securities and complying with FICA & FAIS requirements.
• Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
• Ensure technical, company standards and practices are met by vetting the accuracy and quality of applications and security documentation within sales portfolio.
• Deliver agreed results through input to client financial analysis, making recommendations to credit, monitoring that security documentation are completed and returned to admin team and by confirming Bank queries and Bank Codes.
• Support the achievement of the business strategy, objectives and values.
• Stay abreast of developments in field of expertise.
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities.
• Contribute to the Nedbank Culture building initiatives (e.g. staff surveys etc.).
• Participate and support corporate responsibility initiatives for the achievement of business strategy.
• Seek opportunities to improve business processes, models and systems though agile thinking.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Sales or Marketing Certificate or Bcomm Marketing or Commerce

Minimum Experience Level

• Must have 3 years Retail Banking experience of which 1-2 years' experience at Sales Consultant level. Exposure to Small Business Services clients.

Technical / Professional Knowledge

• Administrative procedures and systems
• Banking procedures
• Business principles
• Business terms and definitions
• Governance, Risk and Controls
• Microsoft Office
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Business writing skills
• Cluster Specific Operational Knowledge

Behavioural Competencies

• Leveraging a Winning Sales Strategy
• Advancing Sales Discussions
• Building Trusting Relationships
• Targeting Sales Opportunities
• Qualifying Sales
• Building Networks
• Driving for results
• Sustaining Customer Satisfaction

go to method of application »

Job Purpose

• To provide professional and efficient call services in order to optimise client experience for Nedbank Short Term and Long Term clients and ensure continued relationships are maintained.
• Short Term insurance products: Home Owner's Cover, Personal Lines, Home Content, Vehicle Value Added Products, Motor Insurance, All Risk Products.
• Long Term insurance products: Nedbank Funeral Plans, Bond Ability, Growth Plans, Credit and Income Protection, Retrenchment and Disability.

Job Responsibilities

• Adhere to the daily schedule to ensure that targets are met by following the work plan.
• Ask auto-generated questions to determine risk profile.
• Assist clients with servicing queries of both Long Term and Short Term Insurance; inbound and outbound (telephonically) and multimedia.
• Escalate unresolved queries to management or relevant stakeholders.
• Initiate claim registrations and facilitate claim follow-ups.
• Communicate claim outcome and provide feedback on claim assessment reports.
• Facilitate policy endorsements and cancellations.
• Educate clients on multiple channels available for self-service.
• Answer 80% of all calls within 60 seconds (80/20) as per Service level Agreements (SLA) Generate lead targets required on a month to month basis by offering.
• Generate leads to increase revenue and grow client base.
• Log incidents to resolve technical issues.
• 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.
• 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.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Essential Certifications

• RE 5 Certificate
• 120 FAIS Credits

Minimum Experience Level

• 3 years' motor insurance and personal lines experience.
• 3 years' call centre experience.

Technical / Professional Knowledge

• Administrative procedures and systems
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Business writing skills
• Banking knowledge
• Banking procedures
• Cluster Specific Operational Knowledge
• Business principles
• Business terms and definitions
• Governance, Risk and Controls

Behavioural Competencies

• Building Customer Loyalty
• Communication
• Technical/Professional Knowledge and Skills
• Managing Work
• Adaptability
• Quality Orientation