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Relationship Manager : Rrb

Relationship Manager : Rrb

findojobs-zaPolokwane, Limpopo, South Africa
1 day ago
Job description

Job Purpose

To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional / Financially affluent); by providing great client experiences and understanding client business and household banking needs.

Job Responsibilities

  • To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional / Financially affluent); by providing great client experiences and understanding client business and household banking needs.
  • Deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement.
  • Improve client service through delivering relevant products and services according to client needs.
  • Maintain and build a portfolio of high value and complex clients.
  • Unearth client sales / solution opportunities and execute on these opportunities.
  • Undertake thorough needs analysis across all clients spheres of financial influence and ensure clients are entrenched into Nedbank.
  • Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.
  • Build and maintain effective professional relationships with high value profile clients through contact management.
  • Deliver banking solutions that meet client needs.
  • Understand clients business personal and household needs.
  • Build sound and sustainable client relationships and instil trust among clients that Nedbank is best placed to manage the complexity of their business / personal and household requirements.
  • Proactively engage clients in a manner that is relevant to their specific circumstances.
  • Collaborate with specialists in client engagements to cross sell and create value based solutions.
  • Ensure work is completed to agreed principles process and procedures; progress reviewed and corrective action taken where necessary.
  • Comply with risk standards policies and procedures through training and development as required by group compliance framework.
  • Facilitate clients compliance correctness in line with Nedbank internal and regulatory standards.
  • Identify and resolve any work related obstacles and problems and elevate to senior management.
  • Contribute to the improvement of policies procedures standards and processes by applying own experience and insights where applicable.
  • Understand the banks risk and credit policy and manage client expectations accordingly.
  • 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.
  • Comply with internal standard procedures to facilitate the execution of client requirements.
  • Support the achievement of the business strategy objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems process 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.
  • 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.
  • 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
  • Advanced Diplomas / National 1st Degrees
  • Preferred Qualification

  • Must have successfully completed a Business or Finance related qualification.
  • Must be FAIS accredited
  • Minimum Experience Level

    Must have 5 years in a banking environment and 2 years of which as a relationship banker

    Technical / Professional Knowledge

  • Microsoft Office
  • Interpersonal Skills / Client Relationship

  • Business writing
  • Business terms and definitions
  • Relevant regulatory knowledge
  • Data analysis
  • Business Acumen
  • Decision-making process
  • Principles of financial management
  • Governance Risk and Controls
  • Behavioural Competencies

  • Building Networks
  • Building Trusting Relationships
  • Business Acumen
  • Driving for Results
  • Global Perspective
  • Portfolio Management
  • Sustaining Customer Satisfaction
  • Targeting Sales Opportunities
  • Disclaimer

    Preference will be given to candidates from the underrepresented groups

    Employment Type : Full Time

    Vacancy : 1

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    Relationship Manager • Polokwane, Limpopo, South Africa

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