Job Purpose
To provide information and guidance to answer clients queries and requests to deliver client service and refer cross sell opportunities to mitigate risk and contribute to branch objectives.
Job Responsibilities
- Contribute to a culture of transformation by participating in Nedbank culture building initiatives, business strategy, and CSI.
- Seek opportunities to improve business processes and systems.
- Support implementation of new processes, policies and systems to add value to Nedbank.
- Act as brand ambassador by living the Nedbank values.
- Enable the conversion of leads into sales. Meet client information needs and facilitate the processing of sales.
- Ensure client service and avoid destruction of aged stock and costs associated with reprinting and issuing.
- Reach individual and branch usage (touch points) targets.
- Provide service to, and maintain relationships with, clients by greeting, listening, understanding the client’s needs.
- Stay abreast of Nedbank risk and compliance requirements.
- Create and manage own career through guidance and support of Team Leader and colleagues.
- Understand and embrace the Nedbank vision and values.
- Improve personal capability, identifying training courses for career progression.
- Ensure personal growth and eff ectiveness by ensuring that all learning activities are completed and certifications obtained within specified time frames.
- Ensure knowledge management, continuity, team success and that information is provided in the correct way to stakeholders.
- Verify client identity. Mitigate risks, including creating enquiries report, managing loss and meeting legislative requirements.
- Provide client service.
- Ensure internal practices are met. Balance and secure branch stock holdings.
Essential Certifications – Degree in Business Management or Banking
Minimum Experience Level
Preferable 6 – 12 months client service experience in a financial industry
Technical / Professional Knowledge
- Customer service principles
- Relevant product knowledge
- Client service management
- Client service principles
- Cluster Specific Operational Knowledge
- Governance, Risk and Controls
Behavioural Competencies
- Building Customer Loyalty
- Applied Learning
- Work Standards
- Communication
- Managing Work
- Stress Tolerance