Sales and Service ProSales and Service Pro
Nedbank
Klerksdorp, ZA
6d ago

Job Purpose

To retain, maintain and increase Nedbank's client base through relevant need-based selling and servicing of financial products and services to various Loan outlets.

Job Responsibilities

  • Deliver on targets, due dates & all service level agreements by selling Nedbank products in identified communities
  • Accept and implement advice, resulting in improved performance by identifying sales opportunities and community involvement.
  • Understand and meet client needs through conducting client needs-based analysis aligned to Nedbank procedures and FAIS Act.
  • Create synergy and build relationships with internal stakeholders by participating in collaboration meetings and adhering to standard operating procedures.
  • Build and maintain internal and external vendor and supplier relationships by identifying improvement opportunities and by meeting with vendors and suppliers according to Service Level Agreements.
  • Ensure work completed to plan, progress reviewed and corrective action taken by monitoring activities, reviewing action plans and taking corrective action.
  • Deliver agreed results and create an environment in communities for selling Nedbank products and services by utilizing resources according to Nedbank policies and procedures.
  • Manage risk by meeting technical, company standards, practices and resource management (e.g. ultraviolet lights to identify false identity documents).
  • Comply with risk standards, monitor and ensure corrective action by taking
  • and resolving challenges in community sales areas.
  • Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
  • 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 demonstrate the values through interaction with team and stakeholders.
  • 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 information is provided correctly to stakeholders by maintaining knowledge and sharing knowledge with team.
  • 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 key business strategies.
  • Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.
  • Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Preferred Qualification

  • Diploma or Degree in Finance or FAIS-related qualification with Regulatory Examination 1
  • Type of Exposure

  • Working with a group to identify alternative solutions to a problem
  • Completing various administrative duties
  • Managing conflict situations
  • Comparing two or more sets of information.
  • Communicating internally
  • Capturing data
  • Checking accuracy of reports and records
  • Building and maintaining effective relationships externally and internally
  • Managing customer expectations
  • Interacting with diverse people
  • Interacting with external clients
  • Working in a fast passed environment
  • Working in a team
  • Working with spread sheets
  • Minimum Experience Level

  • 1-2 years experience in a customer service and / or sales environment, in a financial institution
  • Technical / Professional Knowledge

  • Microsoft Office
  • Business writing skills
  • Cluster Specific Operational Knowledge
  • Business principles
  • Business terms and definitions
  • Governance, Risk and Controls
  • Administrative procedures and systems
  • Data analysis
  • Relevant software and systems knowledge
  • Sales Disposition
  • High-Impact Communication
  • Sustaining Customer Satisfaction
  • Building Trusting Relationships
  • Advancing Sales Discussions
  • Zuko Mbangeni

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