at Job Search
Location Johannesburg, South Africa
Date Posted Jan 16, 2021
Category Banking Jobs
Job Type Full-time


      • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: 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.
      • Follow laid down processes in opening of accounts by using checklist and account opening matrix.
      • Complete weekly compliance training and assessment online to keep up to date on changes.
      • Keep relevant compliance Letter of Authority up to date and inform clients at each interaction.
      • Action daily control reports and attach correct documentation.
      • Identify new clients and their needs through needs analysis and provide a suitable solution.
      • Cross sell to existing clients by establishing need through financial fitness discussions.
      • Obtain referrals from existing clients as well as leads from other Business Units through area collaboration.
      • Ensure that every deal done is priced in line with Business Unit objective and strategy.
      • Generate revenue through charging for ad hoc services provided to clients.
      • Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets.
      • Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.
      • Participate in end of day discussion and apply recommendations from manager to optimise sales results.
      • 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 sharing knowledge with team. Maintain world class service standards when dealing with clients by listening; attending to their needs; keeping them in the loop and making things happen for them.
      • Ensure that client complaints and queries are resolved timeously by using relevant complaints system.
      • Adhere to the ask once promise to clients according to Nedbank strategy.
      • Build relationships with clients through regular contact and having an individual interest in them.
      • Network with internal stakeholders to collaborate in order to provide complete solution to clients.
      • Obtain regular feedback from clients by requesting completion of feedback forms.
      • Mitigate risk to Nedbank by identifyingand verifying clients manually or using relevant technology.
      • Adhere to clean desk policy to minimise risk of exposing client confidentiality.
      • Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
      FAIS Affected
      FAIS Affected - Yes
      Essential Qualifications - NQF Level
      • Matric / Grade 12 / National Senior Certificate
      • Advanced Diplomas/National 1st Degrees
      Preferred Qualification

      Bachelor of Commerce: Banking or accounting. FAIS qualification, Regulatory Examinations 1.

      Minimum Experience Level

      2-3 years working experience as a Telebroker working with the Short Term Insurance space dealing with Personal and Commercial Lines in the Banking/Financial Services Industry.

      Type of Exposure
      • Working with a group to identify alternative solutions to a problem.
      • Sharing information in different ways to increase stakeholders understanding.
      • Building and maintaining effective cross-functional relationships with internal and external stakeholders
      • Managing customer expectations
      • Tracking cost against a budget
      • Interacting with diverse people
      • Interacting with external clients
      • Working in a fast-paced and changing environment
      • Working in a team
      Technical / Professional Knowledge
      • Business terms and definitions
      • Data analysis
      • Governance, Risk and Controls
      • Nedbank policies and procedures
      • Relevant regulatory knowledge
      • Relevant software and systems knowledge
      • Business writing skills
      • Nedbank culture
      • Cluster Specific Operational Knowledge
      • Banking knowledge
      Behavioural Competencies
      • Continuous Learning
      • Energy
      • Advancing Sales Discussions
      • High-Impact Communication
      • Managing Work
      • Sales Disposition
      • Sustaining Customer Satisfaction
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