Relationship Banker: SBS

Nedbank; Sandton; On-site; ZAR 350,000 - 650,000; Full time

Job summary

Nedbank in Sandton seeks a Client Relationship Manager to deliver banking solutions by understanding client business needs and managing relationships in line with credit principles.

The role involves analyzing financial reports, collaborating with internal stakeholders, and contributing to risk management and process improvements while supporting Nedbank's strategic goals.

Qualifications

• Matric/Grade 12 is mandatory.
• NQF Level 5+ in a financial or business field is preferred.
• FAIS accreditation Level 1 is preferred.

Responsibilities

• Deliver banking solutions by understanding client business needs through relationship management.
• Demonstrate understanding of risk parameters by managing client relationships per credit principles.
• Improve results by tracking and analyzing financial reports against measures.
• Build relationships with internal stakeholders and third parties to meet client needs.
• Ensure compliance with risk standards, policies and Nedbank procedures.

Skills

Relationship management

Financial analysis

Risk management

Communication

Business acumen

Microsoft Office

Data analysis

Education

Matric / Grade 12 / National Senior Certificate

NQF Level 5 or Higher in Financial/Business field

FAIS Accreditation Reg.Exam Level 1

Tools

None

Job description

To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.

Job Responsibilities

• Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management.
• Demonstrate an understanding of risk parameters by managing client relationships according to credit principles
• Improve results by tracking and analysing financial reports against agreed measures.
• Understand clients business and needs through proactive client relationship management according to portfolio mandate.
• Build relationships with internal stakeholders through communication and networking as determined by client needs.
• Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.
• Complete tasks through planning and reviewing against set targets.
• Manage resources (time, processes and support teams) to optimize value against client expectations.
• Comply with risk standards,policies and procedures through training and development as required by group complianceframework
• Research and analyse information by using problem solving techniques to propose solutions for work challenges.
• 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.
• 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.
• 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.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• NQF Level 5 or Higher in a Financial or Business-related field essential
• FAIS Accreditation Regulatory Examination Level 1.

Minimum Experience Level

• 2-3 years’ experience in Business Acquisition essential
• 2-3 years' Relationship management experience would be an advantage
• Valid driver's license and own reliable transport is essential

Technical / Professional Knowledge

• Banking knowledge
• Banking procedures
• Business Acumen
• Business principles
• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Microsoft Office
• Nedbank policies and procedures
• Nedbank vision and strategy
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Decision-making process
• Nedbank culture
• Cluster Specific Operational Knowledge
• Communication
• Energy
• Building Trusting Relationships
• Managing Work
• Sustaining Customer Satisfaction

---------------------------------------------------------------------------------------

Nedbank Ltd Reg No 1951/000009/06.
Authorised financial services and registered credit provider (NCRCP16).