Client Liaison Specialist : Banking

Nedbank; Pietermaritzburg; Hybrid; ZAR 300 000 - 400 000; Full time

Job summary

A leading South African bank seeks a skilled Client Liaison to enhance business relationships through outstanding customer service. The ideal candidate should have at least 3 years of experience in client services within a banking environment. Responsibilities encompass managing client expectations, participating in corporate initiatives, and improving sales processes. This position is hybrid, located in Pietermaritzburg, with a focus on ensuring client satisfaction and compliance with banking standards.

Qualifications

• Minimum of 3 years Client Liaison / Customer Services experience in Banking.
• Strong communication strategies and decision-making process understanding.
• Familiarity with banking procedures and governance, risk, and controls.

Responsibilities

• Build and maintain relationships with business clients.
• Manage business and operational risk according to bank policies.
• Participate in corporate responsibility initiatives and sales processes.

Skills

Client Liaison

Customer Service

Communication

Sales Discussions

Collaboration

Education

NQF Level: Matric / Grade 12

National Certificate or Diploma

Job description

Overview

Job Classification: Requisition, Melissa Cloete
Business Unit - Nedbank Private and Wealth: High Net Worth
Location - Nedbank Pietermaritzburg Office (Hybrid - 3 days in office)
Closing Date - 20 November

Employment Equity

Preference will be given to Applicants from Underrepresented Groups.

Job Purpose

To build and maintain strong relationships with our business clients through superior and hassle‑free service in order to differentiate Nedbank as the banking partner of choice.

Job Responsibilities

Consistently ensured work completed to plan; progress reviewed and corrective action taken. Resource utilisation produced balanced output i.e., quality, cost, business expectations and compliance applied with risk standards; monitored and corrective action taken. Identified and resolved work obstacles and problems effectively and had contingency options to deliver required output. Contributed to the crafting of policies, procedures, standards, processes, etc. Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g., staff surveys).

Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g., Green Strategy).

Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank. Initiate sales process by identifying opportunities for additional product or service sales. Facilitate sales process by defining bank's fulfilment requirements for the client and gathering required documents to conclude the deal. Provide after‑sales service to bank's business clients by responding to their queries and requests in an efficient and timely manner. Make suggestions to improve customer satisfaction by identifying trends in customer queries and complaints and reporting these to the relevant stakeholders.

Manage business risk by adhering to security and compliance requirements and bank's policies and procedures and ensuring that relevant documents are in place. Manage operational risk by following appropriate process. Manage client expectations by clearly explaining process and timelines. Build a trusting relationship with clients by responding to queries and requests promptly. Maintain strong client relationships by proactively initiating interactions regularly. Nurture collaborative relationship with internal partners by referring new potential business and facilitating end‑to‑end process of products. Develop a network of internal and external service providers by identifying individuals who can assist with meeting client's needs and interacting regularly with them.

Essential Qualifications

NQF Level: Matric / Grade 12 / National Senior Certificate

Preferred Qualification: Appropriate National Certificate or Diploma

Minimum Experience Level: 3 years Client Liaison / Customer Services experience within a Banking environment is essential.

Technical / Professional Knowledge

Cluster Specific Operational Knowledge. Relevant regulatory knowledge. Industry trends. Business terms and definitions. Communication Strategies. Relevant software and systems knowledge. Decision‑making process. Banking knowledge. Governance, Risk and Controls. Banking procedures.

Behavioural Competencies

Advancing Sales Discussions. Building Customer Loyalty. Work Standards. Collaborating. Communication. Managing Work.

-- Please contact the Nedbank Recruiting Team