Client Services Consultant X 2 - Cape Town, South Africa - Nedbank

Nedbank

Verified Company

Cape Town, South Africa

3 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Job Requisition

REQ 122948
Job Location
Sales and Services

Career Stream

Sales

Leadership Pipeline

Manage Self: Operational
FAIS Affected
Job Purpose
To provide administrative services to clients by attending to transactional, lending and investment needs to achieve Nedbanks' strategic focus to become a clientcentric bank

Responsibilities:

Build relationships with clients to gain understanding of their needs by providing service in line with Nedbank standards.
Collaborate with internal customers by building relationships to improve customer service delivery and productivity.
Compile client informationby complying with standards; policies and procedures prior to submission to Operations for vetting.
Monitor internal processesby reporting on the effectiveness thereof.
Provide feedbackto internal stakeholders by meeting internal Service Level Agreements requirements.
Utilize resources by adhering to Nedbank policies; procedures and standards.
Manage risk by protecting client confidentiality through compliance with Protection of Personal Information Act.
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 business strategy.
Identify opportunities to improve or enhance processes by identifying and recommending improvements to tools; policies and procedures to add value to Nedbank.
Add value to Nedbank by identifying opportunities to improve or enhance processes through identifying and recommending improvements and supporting implementation of tools; policies and procedures.
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 Values by demonstrating the values through interaction with team and stakeholders.
Ensure that own contribution and participation contributes to the achievement of team goals.
Create and manage own career through guidance and support of management; department and colleagues.
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 knowledge management; continuity and team success through constructive participation in a diverse team and sharing knowledge with team.
Manage client interest claims by attending to client instructions according to timeframes and standards set out in policies and procedures.
Manage risk by following authentication process and complying with regulatory standards.
Manage client communication by providing information to minimize cost according to banking regulatory and legislative requirements.
Build relationships with clients to gain understanding of their needs by providing service in line with Nedbank standards.
Ensure knowledge management; continuity and team success through constructive participation in a diverse team and sharing knowledge with team.

People Specification

Essential Qualifications
NQF Level
Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Certificate: Banking.
Minimum Experience Level 23 years experience in a client relationship role in financial industry
Technical / Professional Knowledge
Microsoft Office
Administrative procedures and systems
Data analysis
Business writing skills
Relevant regulatory knowledge

- **_Please contact the Nedbank Recruiting Team at _