Nedbank | Sales Consultant X1

Nedbank | Sales Consultant X1

Sales Consultant – Requisition 110996

Location

Swellendam (Western Cape)

Closing Date

02 August 2021

Job Family

Sales And Services

Career Stream

Sales

Leadership Pipeline

Manage Self: Technical

FAIS Affected

FAIS Affected – Yes

Job Purpose

To market, sell, and cross-sell Nedbank products, In-Branch, to meet the needs of Retail Business Banking (RBB) clients; to retain and grow client base; to achieve and meet business objectives through identifying and fulfilling client financial needs and to provide consistent excellent client service.

Job Responsibilities

  • Deliver and achieve all in-branch daily, weekly and monthly sales opportunities by following business unit sales strategy.
  • Finalize client transactions by ensuring client signature for final product accepted.
  • Improve performance based on management guidance and feedback.
  • Obtain referrals from existing clients and in-branch staff through collaboration.
  • Market financial products to new and existing clients and stakeholders through the identification of client needs and by matching products to the need.
  • Assist and collaborate with segment colleagues (i.e. Relationship- and Business Banking) with activations to ensure new business opportunities are fulfilled.
  • Build relationships with clients and stakeholders through regular contact and by being available and getting to know them (i.e. I know your strategy).
  • Resolve client queries by following business procedures and keeping clients informed.
  • Educate clients on the product offering by presenting them with the relevant information.
  • Maintain client relationships through world-class service standards by listening and attending to client needs, keeping them in the loop and making things happen for them.
  • Develop effective partnerships with clients by listening to client needs, asking questions and demonstrating an understanding of the client’s business & industry.
  • Address client needs by identifying effective financial solutions, using product knowledge, providing the client with proactive solutions.
  • Act as client’s banking partner by taking responsibility for providing regular feedback.
  • Ensure retention of clients full banking relationship through client service and client contact.
  • Plan and implement effective prospecting activities by identifying and responding to business opportunities.
  • Meet requirements of product applications by providing all required documentation.
  • Ensure all client details are correct by capturing details correctly at the application stage.
  • Schedule work according to the action plan from the manager in order to meet business objectives.
  • Complete verification procedure for all applications by following business unit requirements.
  • Enable managerial sales consolidation by reporting daily sales statistics.
  • Improve the quality of work by using managerial recommendations.
  • Ensure effective administration and controls in branch portfolio by checking securities and complying with FICA & FAIS requirements.
  • Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
  • Ensure technical, company standards and practices are met by vetting the accuracy and quality of applications and security documentation within the sales portfolio.
  • Deliver agreed-on results through input to client financial analysis, making recommendations to credit, monitoring that security documentation are completed and returned to the admin team, and by confirming Bank queries and Bank Codes.
  • Support the achievement of the business strategy, objectives, and values.
  • Stay abreast of developments in the field of expertise.
  • Ensure personal growth and enable effectiveness in the performance of roles and responsibilities.
  • Contribute to the Nedbank Culture building initiatives (e.g. staff surveys etc.).
  • Participate in and support corporate responsibility initiatives for the achievement of business strategy.
  • Seek opportunities to improve business processes, models, and systems through agile thinking.

Minimum Experience Level

3 year Retail Banking experience of which 1-2 years experience at the Sales Consultant level. Exposure to Small Business Services clients.

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Sales or Marketing Certificate or Bcomm Marketing or Commerce

Type of Exposure

  • Working with a group to identify alternative solutions to a problem
  • Managing conflict situations
  • Communicating internally
  • Sharing information in different ways to increase stakeholders understanding
  • Building and maintaining effective cross-functional relationships with internal and external stakeholders
  • Managing customer expectations
  • Interacting with diverse people
  • Interacting with external clients
  • Working in a fast-paced and changing environment
  • Working in a team

Technical / Professional Knowledge

  • Administrative procedures and systems
  • Banking procedures
  • Business principles
  • Business terms and definitions
  • Governance, Risk, and Controls
  • Microsoft Office
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Business writing skills
  • Cluster Specific Operational Knowledge

Behavioral Competencies

  • Leveraging a Winning Sales Strategy
  • Advancing Sales Discussions
  • Building Trusting Relationships
  • Targeting Sales Opportunities
  • Qualifying Sales
  • Building Networks
  • Driving for results
  • Sustaining Customer Satisfaction

EE Statement

Preference will be given to candidates from the underrepresented groups

Please contact the Nedbank Recruiting Team at +27 860 555 566

Nedbank | Sales Consultant X1 3

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Please contact the Nedbank Recruiting Team at +27 860 555 566

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