Bdo (Cashbuild Ekhaya Mall) - Secunda, South Africa - Nedbank

Nedbank

Verified Company

Secunda, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Req Number

Closing Date

17 Feb 2023
Cluster
Total Bus Banking and Retail
Location

Mpumalanga

Secunda
Job Purpose
To market, sell, and crosssell 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

Responsibilities:

Deliver and achieve all inbranch 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.
Schedule work according to action plan from manager in order to meet business objectives.
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.
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 12 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