Job Objective

In line with Nedbank’s strategic goals, to get more customers and meet their sales and service needs through mobile channels.

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Responsibilities on the Job

• Get in touch with new enterprises and their employees and pitch them on Nedbank’s services so they may start banking with you.
• Use mobile technology to attract customers outside of the conventional branch network.
• Work with businesses to create financial wellness programs for employees.
• Find untapped sales potential through networking with the people who work for newly discovered businesses and the areas in which they operate.
• Do a needs assessment to determine what the business and its employees require financially.
• Establish rapport with key internal contacts to facilitate teamwork, sales/service support, and the discovery of new prospects.
• Make an effort to network with other businesses in your industry to improve customer service and open up new sales channels.
• Consistent client engagements can lead to new business prospects, therefore it’s important to cultivate and nurture internal relationships to guarantee internal sales support from Retail, Relationship, and Business Banking.
• Assess progress toward sales and service goals and make adjustments as needed.
• Make it easy for Nedbank to market its products and services through local businesses and communities.
• Utilize tools for risk management in accordance with Nedbank’s standards (e.g. ultraviolet lights to identify false identity documents).
• Take measures to prevent and/or eradicate problems in community sales areas.
• Go to the meeting and contribute to the discussion.
• Inform your coworkers and team mates of what you have learned and what has worked well for you.
• Ensure that you are on track to meet or exceed your sales and service goals by reviewing your action plans and making any necessary adjustments.
• Make it easy for Nedbank to market its products and services through local businesses and communities.
• Utilize tools for risk management in accordance with Nedbank’s standards (e.g. ultraviolet lights to identify false identity documents).
• Do something to stop the problems from happening in the first place, or at least do something to make them less severe.
• Go to the meeting and contribute to the discussion.
• Inform your coworkers and team mates of what you have learned and what has worked well for you.
• Give back to Nedbank’s culture by participating in its development programs (e.g. staff surveys etc.).
• Take part in and back CSR efforts that help the company reach its goals.
• Look for ways to apply agile thinking to enhance existing business models, systems, and procedures.

Essential Level of Experience

Have at least four to five years of experience working in a financial institution, preferably in a customer service and/or sales capacity.

Qualifications Needed – National Qualifications Framework Stage

• High School Diploma; Matriculation; National Senior Certificate
• Postsecondary Certificates/Higher Degrees at the National Level

Favorable Requirements

Earning a Certificate or Degree in Business or Finance

Critical Accreditations

Expertise in a Technical or Occupational Field

• Values in the Workplace
• Dictionary of Business Terms
• Examination of Data
• Strategic Management of Risk and Controls
• information about regulations that is relevant
• Methods and structures for administrative work
• Competence with pertinent computer programs and system architecture
• Storing information
• Methods in Banking
• Expertise in the Functions of Individual Clusters

Abilities in Behavior

• Adopting a Successful Business Approach
• Progressing in Business Talks
• Strengthening Mutual Trust
• Identifying Potential Markets for Sales Efforts
• Constructing Connections
• Performance-Based Driving: The Way to Go
• Maintaining Happy Customers
• Controlling Investments