People Specification

Job Responsibilities

• To 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 client's 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 to agreed principles, process and procedures; 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 group compliance framework.
• Facilitate client’s compliance correctness in line with Nedbank internal and regulatory standards. Identify and resolve any work-related obstacles and problems and escalate to senior management.
• 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 the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframe.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• 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 responsibility initiatives for the achievement of business strategy.
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

Essential Qualifications - NQF Level

Preferred Qualification

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

Minimum Experience Level

• Minimum five years experience in a banking organisation
• Two years experience as a relationship banker
• One year experience in leadership/supervisory.

Technical / Professional Knowledge

Behavioural Competencies