Job Purpose:
Successful onboarding of customers on to transactional acquiring products and to ensure that customers are supported within agreed services levels and timelines. To provide service to corporate banking clients so that the banks strategic objectives and targets are met.
Specification
Key Responsibilities:
- Assist external clients with queries by providing relevant and accurate information and referring clients to help desk and other internal resources where required.
- Build relationships with internal stakeholders across the bank (different segments and divisions) by networking and attending meetings; training sessions and forums.
- Ensure that applications and profiles are activated timeously by sending applications for processing and activation within timeframes and by ensuring that all SLA requirements are met.
- Capture applications accurately and timeously by using the appropriate system and/or resources and following all guidelines.
- Manage risk by complying with all legal requirements; following all procedures and obtaining all required sign-offs.
- Minimize rejections by pre-vetting the application and ensuring that it is correctly signed.
- Avoid repeated problems by providing feedback and sharing knowledge with internal stakeholders including other departments.
- Identify opportunities for extending products/services/solutions to clients by analyzing client queries received; information provided by internal stakeholders; and other information sources.
- Contribute to sales revenue by passing on sales leads to transactional bankers and setting up meetings with clients to inform them of opportunities after consulting with the banker.
- Draw up plans and schedules for implementing solutions (projects/changes) by negotiating dates and schedules with bankers to meet client needs; and monitoring and following up to ensure that dates are met.
- 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.
- Abilities Requirements:
- Strong communication and interpersonal skills to influence directly and indirectly
- Results Driven
- Strong problem solving & Analytical skills
- High Impact Communication
- Planning and organizing
- Report writing
- Client service orientation
- Relevant software and systems knowledge
- Sales Strategies and Negotiations
- Sustaining Customer Satisfaction
Requirements
Educational & Experience Requirements:
- Grade 12 (25 points) with relevant Degree in Sales & Marketing or Commerce or Business Management.
- Good understanding of all banking products, sales channels and systems with particular emphasis on relationship management.
- Broad industry and market knowledge, as well as having a sound understanding of local and global economic fundamentals.
- At least (5) years banking experience in a client facing role, with knowledge of transactional banking services i.e. POS, collections, electronic banking.