Client Liaison Specialist: Banking (Pietermaritzburg)

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

Job summary

A leading financial institution in Pietermaritzburg is seeking a skilled individual to manage relationships with business clients, ensuring excellent service and facilitating sales processes. Candidates should have at least 3 years of experience in client services within banking, strong communication skills, and a relevant qualification. This role involves a hybrid work model, requiring 3 days in the office.

Qualifications

• 3 years of experience in Client Liaison/Customer Services within a Banking environment.
• Strong communication and decision-making skills.

Responsibilities

• Build and maintain strong relationships with business clients.
• Initiate and facilitate the sales process.
• Provide timely after-sales service and manage client queries.

Skills

Client Liaison/Customer Services

Communication

Risk Management

Sales Process Facilitation

Education

Matric / Grade 12 / National Senior Certificate

National Certificate or Diploma

Tools

Banking Systems

Job description

Details

Location: Pietermaritzburg, ZA

Job Classification

Business Unit - Nedbank Private and Wealth: High Net Worth

Location - Nedbank Pietermaritzburg Office (Hybrid - 3 days in office)

Closing Date - 20 November 2025

Employment Equity - Preference will be given to Applicants from Underrepresented Groups

Job Family

Sales and Services

Client Service

Manage Self: Professional

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.
• Complied 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 polices; 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 etc.).
• 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
• Building Customer Loyalty
• Work Standards
• Communication
• Managing Work

Contact

Please contact the Nedbank Recruiting Team at [phone]

Nedbank Ltd Reg No 1951/000009/06.

Authorised financial services and registered credit provider (NCRCP16).