Nedbank is seeking applications for the position of Client Services Consultant (x3 Posts).
Location: Cape Town, Western Cape
Closing Date: 7 March 2024
Job Vacancy: Client Services Consultant
Job Purpose: To provide administrative services to clients by attending to transactional, lending, and investment needs to achieve Nedbank’s strategic focus on becoming a client-centric bank.
Job Responsibilities:
- Build relationships with clients, understanding their needs and providing service in line with Nedbank standards.
- Collaborate with internal customers to improve customer service delivery and productivity.
- Compile client information, ensuring compliance with standards, policies, and procedures before submission to Operations for vetting.
- Monitor internal processes and report on their effectiveness.
- Provide feedback to internal stakeholders, meeting internal Service Level Agreements requirements.
- Utilize resources by adhering to Nedbank policies, procedures, and standards.
- Manage risk by protecting client confidentiality in compliance with the Protection of Personal Information Act.
- Contribute to a culture conducive to achieving transformation goals and support corporate social responsibility initiatives.
- Identify opportunities to improve processes and recommend improvements to tools, policies, and procedures.
- Stay abreast of legislation and industry changes impacting the role.
- Understand and embrace the Nedbank Vision and Values, demonstrating them through interaction with the team and stakeholders.
- Ensure own contribution aligns with team goals.
- Create and manage own career growth through guidance and support from management, department, and colleagues.
- Improve personal capability by identifying training courses and career progression.
- Ensure knowledge management, continuity, and team success through constructive participation in a diverse team.
Minimum Experience Level: 3 – 5 years’ experience in a client services consultant role in the financial industry.
Essential Qualifications – NQF Level: Matric / Grade 12 / National Senior Certificate
Preferred Qualification: Business-related degree in Banking and Investment Management.
Technical / Professional Knowledge:
- Microsoft Office
- Administrative procedures and systems
- Data analysis
- Business writing skills
- Relevant regulatory knowledge
Behavioural Competencies:
- Building Customer Loyalty
- Initiating Action
- Applied Learning
- Communication
- Technical/Professional Knowledge and Skills
- Managing Work
How to apply
