Client Advisor - Boxer Njoli - Port Elizabeth Requisition number: 133155 Closing date: 9 April 2024 Job Family Sales and Service Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Job Purpose To ensure Nedbank can connect and reach clients where they live, meet, shop, work and travel; to ensure profitability and growth in the informal market. Job Responsibilities Nedbank Goals (EDUCATE and SOLVE): Educate clients on the convenience, security and functionality of self-service solutions Increase the uptake of Nedbank products and service. Educate clients on Transactions and servicing of their accounts. Educate clients on digital banking and increase digital activity. Facilitate with resolution of client banking related queries. Solve client banking needs by offering digital banking solutions. Nedbank Goals (GROW): Create great client experiences through client engagement to ensure Nedbank is rated number one in client service. Connect with the informal market community and offer financial solutions and services to meet their banking needs. Achieve sales growth targets by seeking opportunities to grow market. Client Engagement: Establish relationships with Individuals and businesses in the community (i.e. spaza shop owners). Demonstrate banking to the community as simple, convenient and progressive through trusted digital channels. Engage the community where they live, meet, shop, work and travel. Participate in community needs discussions to build mutually beneficial banking relationships . Ensure great community experiences by acting in the client's best interest; keeping the the client informed and always do and say as promised. Risk, Operations and Leadership: Adhere to Nedbank security, operational and compliance procedures and policies Uphold the Nedbank corporate image requirements and standards . Give input to support and management teams to enable communities to achieve their financial goals and to ensure a client first mindset in all interactions. Be an example to the team and others by bringing the Nedbank values and behaviours to life through your own behaviour, practice and self-growth. Ensure FICA and FAIS requirements are met as required by relevant legislation. Complete all relevant training requirements for role and ensure continuous learning as required. Essential Qualifications - NQF Level Diploma Preferred Qualification FAIS accredited Qualification (Accounting, Finance, Banking, Business) Minimum Experience Level 1 - 2 years Demonstrated community involvement; Client Service, Sales, Relationship Building Technical / Professional Knowledge Customer service principles Product Knowledge Client service principles Problem solving skills Client Relationship Management Financial products and services, Nedbank and external providers Relevant Nedbank policies and procedures Behavioural Competencies Business Acumen Sustaining Customer Satisfaction Building Influential Partnerships Account Planning Advancing Sales Discussions Building Networks Planning and Organizing --------------------------------------------------------------------------------------- Please contact the Nedbank Recruiting Team at +27 860 555 566
