Personal Loans Consultant-Nedbank
Job Status: Active ✓
📞- Phone : +27 860 555 566
To retain, maintain and increase Nedbank's client base through relevant need-based selling and servicing of financial products and services to various Loan outlets.
Deliver on targets, due dates & all service level agreements by selling Nedbank products in identified communities
Accept and implement advice, resulting in improved performance by identifying sales opportunities and community involvement.
Understand and meet client needs through conducting client needs-based analysis aligned to Nedbank procedures and FAIS Act.
Create synergy and build relationships with internal stakeholders by participating in collaboration meetings and adhering to standard operating procedures.
Build and maintain internal and external vendor and supplier relationships by identifying improvement opportunities and by meeting with vendors and suppliers according to Service Level Agreements.
Ensure work completed to plan, progress reviewed and corrective action taken by monitoring activities, reviewing action plans and taking corrective action.
Deliver agreed results and create an environment in communities for selling Nedbank products and services by utilizing resources according to Nedbank policies and procedures.
Manage risk by meeting technical, company standards, practices and resource management (e.g. ultraviolet lights to identify false identity documents).
Comply with risk standards, monitor and ensure corrective action by taking
and resolving challenges in community sales areas.
Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
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 and sharing knowledge with team.
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 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.
Matric / Grade 12 / National Senior Certificate
Diploma or Degree in Finance or FAIS-related qualification with Regulatory Examination 1
Type of Exposure
Working with a group to identify alternative solutions to a problem
Completing various administrative duties
Managing conflict situations
Comparing two or more sets of information.
Checking accuracy of reports and records
Building and maintaining effective relationships externally and internally
Managing customer expectations
Interacting with diverse people
Interacting with external clients
Working in a fast passed environment
Working in a team
Working with spread sheets
Minimum Experience Level
1-2 years experience in a customer service and/or sales environment, in a financial institution
Technical / Professional Knowledge
Business writing skills
Cluster Specific Operational Knowledge
Business terms and definitions
Governance, Risk and Controls
Administrative procedures and systems
Relevant software and systems knowledge
Sustaining Customer Satisfaction
Building Trusting Relationships
Advancing Sales Discussions