Transactional Banker: RRB - Nedbank



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Nedbank Banking Jobs in Cape Town


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Job Purpose

To provide transactional business solutions to meet client needs and increase sales so that the banks financial objectives are met.

Job Responsibilities

  • 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 (e.g.Green Strategy).
  • Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
  • Ensure that solutions are implemented effectively; within service level agreements; by communicating with internal support areas and external clients; identifying problems and escalating to the relevant lstakeholders.
  • Ensure solutions provided comply with bank business requirements by managing client expectations and ensuring efficiency (quality and cost) of solutions provided.
  • Manage risk and meet all compliance requirements by following all bank processes and legal requirements; identifying risks and taking action.
  • Contribute to solution implementation by communicating with stakeholders; identifying challenges and recommending solutions.
  • Identify improvements for products/solutions and processes by providing feedback to relevant internal stakeholders and partners.
  • Meet client's business needs by understanding the client and their business and providing information about solutions to them and other internal stakeholders.
  • Build relationships with external clients by conducting physical visits to understand client's needs and business; and by providing efficient onboarding and after-sales service.


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  • Build relationships with internal client service teams by sharing knowledge and providing product training/upskilling and by reporting weekly on client interactions.
  • Ensure that solutions are provided and problems are resolved by monitoring implementation and following up on feedback.
  • Meet the needs of existing client base and increase Nedbank's market share through acquisition; cross-selling and up-selling.
  • Identify business opportunities and acquire new business through partnering with Business managers; Nedbank's internal stakeholders and networking with relevant industries.
  • Retain existing business by partnering with internal customer services teams to ensure that client needs and expectations are managed and met.
  • Improve results by creating awareness of new products to customer service teams and by identifying opportunities for achieving and improving results.
  • Achieve financial targets by monitoring monthly contributions; identifying gaps and taking action.
  • Implement projects within time and budget by monitoring implementation; identifying variances and taking action.
  • Maintain client pipeline by regularly updating and managing the database.
  • 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.
  • Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Diploma

Preferred Qualification

  • Relevant NQF Level 5 qualification form Institute of Bankers or Level 5 Diploma or Degree in sales and marketing or commerce or business management.

Minimum Experience Level

  • Must have 5 years' experience in a banking environment, in a client-facing role

Technical / Professional Knowledge

  • Communication Strategies
  • Data analysis
  • Governance, Risk and Controls
  • Nedbank policies and procedures
  • Principles of financial management
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Nedbank culture
  • Cluster-Specific Operational Knowledge
  • Sales Strategies


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Behavioural Competencies

  • Applied Learning
  • Work Standards
  • Leveraging a Winning Sales Strategy
  • High-Impact Communication
  • Managing Work
  • Sales Disposition
  • Sales Negotiation
  • Sustaining Customer Satisfaction



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