People Specification

FAIS Affected

Job Responsibilities

• Acquire and deliver banking solutions to the SME segment by providing great client experiences and understanding client business needs.
• Deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement.
• Improve client service through delivering relevant products and services according to client needs.
• Maintain and build a portfolio of SME clients.
• Unearth client sales/solution opportunities and execute on these opportunities.
• Undertake thorough needs analysis across all clients' spheres of financial influence and ensure clients are entrenched into Nedbank.
• Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.
• Build and maintain effective professional relationships with high-value profile clients through contact management.
• Deliver banking solutions that meet client needs.Understand clients' business needs.
• Proactively engage clients in a manner that is relevant to their specific circumstances.
• Collaborate with specialists in client engagements to cross-sell and create value-based solutions.
• Ensure work is completed according to agreed principles, processes and procedures, with progress reviewed and corrective action taken where necessary.

Job Responsibilities Continue

• Comply with risk standards, policies and procedures through training and development as required by the group compliance framework.
• Facilitate client compliance correctness in line with Nedbank internal and regulatory standards.
• Identify and resolve work-related obstacles and problems and escalate to senior management when necessary.
• Contribute to the improvement of policies, procedures, standards and processes by applying own experience and insights where applicable.
• Understand the bank's risk and credit policy and manage client expectations accordingly.
• Comply with internal standard procedures to facilitate the execution of client requirements.
• Support the achievement of business strategy, objectives and values by reviewing the Nedbank and Business Unit Plan and ensuring that delivered systems, processes, services and solutions are aligned.
• Identify training courses and career progression opportunities through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframes.
• Share knowledge and industry trends with team members and stakeholders during formal and informal interactions.
• Contribute to a culture that supports transformation goals through participation in Nedbank culture-building initiatives.
• Participate in and support corporate responsibility initiatives.
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and add value to Nedbank.

Essential Qualifications - NQF Level

Preferred Qualification

• Degree in Business, Finance, or Marketing (e.g., Bachelor of Commerce; Certified Associate of the Institute of Bankers).
• FAIS Full Qualification.

Minimum Experience Level

• Minimum 5 years' experience in a banking organisation.
• Two years' experience as a Relationship Banker.
• One year leadership/supervisory experience.

Technical / Professional Knowledge

Behavioural Competencies