Service Specialist: PC & SBS

Nedbank; Bloemfontein; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Nedbank is seeking a skilled Client Services/Operations professional in Bloemfontein to uncover and troubleshoot client needs related to bank systems and digital platforms. The role focuses on delivering exceptional service, maintaining client relationships, and ensuring accurate cash operations within branch controls.

Successful candidates will have 3–6 years in retail banking or related roles, knowledge of banking processes, and a commitment to risk and compliance.

Qualifications

• Advanced Diploma/National 1st Degree or equivalent is required.
• NQF Level 5 or 6 in Banking, Finance, Business Admin or related field preferred.
• 3–6 years in retail banking, client service, cash operations, banking systems, and second-line problem resolution.

Responsibilities

• Exceed client expectations by offering the right service and the right solution.
• Build and maintain long-standing client relationships using digital and technical expertise to resolve escalated problems.
• Educate clients on how to subscribe and service their Nedbank accounts via self-service platforms.
• Understand client needs and deliver financial solutions with care.
• Assist with complex queries and complaints and support branch operations.
• Manage daily, weekly and monthly control activities and cash balancing.

Skills

Client service

Cash operations

Banking systems

Troubleshooting

Relationship building

Digital self-service platforms

Education

Advanced Diploma/National 1st Degree

NQF Level 5 or 6 in Banking/Finance/Business Admin

Tools

ARIBA system

Document Management Portal

Branch Admin Centre

Job description

To uncover, troubleshoot and solve client needs relating to bank systems, processes and technical constraints using digital and technical expertise in order to meet business goals with the intent to exceed client expectations.

Job Responsibilities

Client Engagement:

• Exceed client expectations by offering the right service and the right solution.
• Build and maintain long-standing relationships with clients by using digital and technical expertise toresolve escalated client problems.
• Foster mutual trust and confidence through providing expert client service.
• Educate clients and potential clients on how to subscribe and service their account on the Nedbankself-service platforms.
• Understand client needs through connecting and delivering financial solutions with care.
• Use expertise and relevant insights to solve client needs relating to self-service, features and digital functionality.

Business Operations:

• Prevent fraud, risks and losses by referring any occurrences outside of mandate or authentication procedure to relevant management.
• Ensures that technical issues relating to cash equipment and devices are resolved by logging calls with the IT help-desk.
• Assist Client Advisors and Client Support Specialists with complex queries and complaints.
• Manage the daily, weekly and monthly control activities.
• Manage and control branch cash within branch holding limits.
• Ensure the teller function, treasury and ATM's are in a balancing position.
• Manage and control forex cash and travel cards balancing and any takeovers of forex.
• Adhere to metrofiling processes and archiving of documentation.
• Authorise transactions and overrides outside of tellers and forex mandates.
• Manage Document Management Portal and Branch Admin Centre escalations.
• Action ARIBA system requests.
• Ensure branch and treasury cash management through following the correct take-over guidelines, monitoring teller cash limits, and ordering and sending off of bulk cash.

Risk and Compliance:

• Adhere to Nedbank security, operational and compliance procedures and policies.

Nedbank Goals:

• Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
• Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals.

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• NQF Level 5 or 6 qualification in Banking, Finance, Business Administration, or a related field.

Minimum Experience Level

• 3 to 6 years' relevant experience in retail banking, client service, cash operations, banking systems, and second-line problem resolution.
• Foreign banking experience will be advantageous, where applicable.

Technical / Professional Knowledge

• Customer service principles
• Product Knowledge
• Relevant Nedbank policies and procedures
• Troubleshooting
• Risk And Security Practice
• Governance, Risk and Controls
• Building Customer Loyalty
• Technical/Professional Knowledge and Skills
• Decision Making
• Quality Orientation
• Managing Work

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