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Nedbank: Personal Relationship Banker

Nedbank: Personal Relationship Banker

Nedbank Personal Relationship Banker

Nedbank: Personal Relationship Banker

Job Title: Personal Relationship Banker

Requisition Details: Noluvuyo Dasheka – 103631

Job Family: Sales And Services

FAIS Affected: Yes


Personal Relationship Banker Job Purpose:

To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks’ strategy to be the most admired bank.

Job Responsibilities:

  • Deliver banking solutions that meet client needs through understanding of the client’s business and needs through relationship management.
  • Demonstrate an understanding of risk parameters by managing client relationships according to credit principles
  • Improve results by tracking and analysing financial reports against agreed measures.
  • Understand the client’s business, and needs through proactive client relationship management according to portfolio mandate.
  • Build relationships with internal stakeholders through communication and networking as determined by client needs.
  • Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.
  • Complete tasks through planning and reviewing against set targets.
  • Manage resources (time, processes, and support teams) to optimize value against client expectations.
  • Comply with risk standards, policies and procedures through training and development as required by group compliance framework
  • Research and analyse information by using problem-solving techniques to propose solutions for work challenges.
  • Support the achievement of the business strategy, objectives, and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, processes, 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.
  • 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.

Essential Qualifications – NQF Level:

  • Matric / Grade 12 / National Senior Certificate

Preferred Qualification:

  • Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers, FAIS Accreditation Regulatory Examination Level 1.

Type of Exposure:

  • Conducting root cause analysis
  • Working with a group to identify alternative solutions to work situations.
  • Analysing situations or data that requires an evaluation of multiple factors
  • Interacting with diverse people
  • Building and maintaining effective relationships with diverse internal and external stakeholders
  • Developing ways to minimise risks
  • Analysing and interpreting qualitative and quantitative data
  • Drafting reports
  • Interacting with various levels of management
  • Managing conflict situations
  • Managing multiple projects
  • Influencing stakeholders to obtain buy-in for concepts and ideas.
  • Answering customer questions
  • Sharing information in different ways to increase stakeholders understanding
  • Communicating complex information orally
  • Communicating complex written information
  • Brainstorming ways of improving a product or situation.
  • Challenging the status quo with a view to improving the environment or peoples understanding
  • Identifying trends
  • Checking accuracy of reports and rec
  • Communicating standards to others
  • Conducting gap analysis
  • Conducting a needs analysis
  • Comparing two or more sets of information
  • Coordinating and securing buy-in from stakeholders
  • Preparing and delivering presentations
  • Writing business proposals
  • Providing professional advice/opinion
  • Using different approaches in new work situations

Minimum Experience Level:

  • 2-3 years in a relationship management or banking environment

Technical/Professional Level:

  • Banking knowledge
  • Business Acumen
  • Principle of Financial Management
  • Banking procedures
  • Nedbank Vision and Strategy
  • Business principles
  • Communication Strategies
  • Data analysis
  • Governance, Risk and Controls
  • Microsoft Office
  • Nedbank policies and procedures
  • Principles of project management
  • Relevant software and systems knowledge
  • Decision-making process
  • Relevant regulatory Knowledge
  • Nedbank culture
  • Business writing
  • Cluster Specific Operational Knowledge

Behavioural Competencies:

  • Communication
  • Energy
  • Building Trusting Relationships
  • Managing Work
  • Sales Disposition
  • Sustaining Customer Satisfaction

How To Apply:

Please Click Here To Apply For Personal Relationship Banker at Nedbank


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