Relationship Manager : Rrb

findojobs-za; Polokwane; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A leading financial institution is looking for a Relationship Banker in Polokwane, Limpopo. You will be responsible for delivering tailored banking solutions to high value clients while managing a robust client portfolio. Candidates must have extensive banking experience, excellent interpersonal skills, and relevant qualifications. This position requires proactive client engagement and collaboration with specialists to meet client needs. Employment is full-time with a strong focus on client satisfaction and business strategy alignment.

Qualifications

• Minimum 5 years experience in a banking environment.
• At least 2 years as a relationship banker.
• FAIS accreditation required.

Responsibilities

• Acquire and deliver banking solutions to high value clients.
• Build and maintain a portfolio of clients.
• Understand clients' business and household needs.

Skills

Business writing

Data analysis

Relevant regulatory knowledge

Decision-making process

Microsoft Office

Education

Matric / Grade 12 / National Senior Certificate

Business or Finance related qualification

Job description

Job Purpose

To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional / Financially affluent); by providing great client experiences and understanding client business and household banking needs.

Job Responsibilities

• To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional / Financially affluent); by providing great client experiences and understanding client business and household banking needs.
• Deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement.
• Improve client service through delivering relevant products and services according to client needs.
• Maintain and build a portfolio of high value and complex clients.
• Unearth client sales / solution opportunities and execute on these opportunities.
• Undertake thorough needs analysis across all clients spheres of financial influence and ensure clients are entrenched into Nedbank.
• Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.
• Build and maintain effective professional relationships with high value profile clients through contact management.
• Deliver banking solutions that meet client needs.
• Understand clients business personal and household needs.
• Build sound and sustainable client relationships and instil trust among clients that Nedbank is best placed to manage the complexity of their business / personal and household requirements.
• Proactively engage clients in a manner that is relevant to their specific circumstances.
• Collaborate with specialists in client engagements to cross sell and create value based solutions.
• Ensure work is completed to agreed principles process and procedures; progress reviewed and corrective action taken where necessary.
• Comply with risk standards policies and procedures through training and development as required by group compliance framework.
• Facilitate clients compliance correctness in line with Nedbank internal and regulatory standards.
• Identify and resolve any work related obstacles and problems and elevate to senior management.
• Contribute to the improvement of policies procedures standards and processes by applying own experience and insights where applicable.
• Understand the banks risk and credit policy and manage client expectations accordingly.
• 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.
• Comply with internal standard procedures to facilitate the execution of client requirements.
• 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.
• 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.
• 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
• Advanced Diplomas / National 1st Degrees

Preferred Qualification

• Must have successfully completed a Business or Finance related qualification.
• Must be FAIS accredited

Minimum Experience Level

Must have 5 years in a banking environment and 2 years of which as a relationship banker

Technical / Professional Knowledge

• Microsoft Office

Interpersonal Skills / Client Relationship

• Business writing
• Business terms and definitions
• Relevant regulatory knowledge
• Data analysis
• Business Acumen
• Decision-making process
• Principles of financial management
• Governance Risk and Controls

Behavioural Competencies

• Building Networks
• Building Trusting Relationships
• Business Acumen
• Driving for Results
• Global Perspective
• Portfolio Management
• Sustaining Customer Satisfaction
• Targeting Sales Opportunities

Disclaimer

Preference will be given to candidates from the underrepresented groups

Employment Type : Full Time

Vacancy : 1