BANKING SECTOR: BRANCH CONSULTANT VACANCIES CLOSING 26, 27, 30 AND 31 MAY 2022

The following Banks are looking for suitably qualified applicants to apply for their various Branch Consultant vacancies. The Closing Dates for applications are the 26, 27, 30 and 31 May 2022 respectively.

FIRST NATIONAL BANK

APPLICATIONS ARE INVITED FROM SUITABLY QUALIFIED AND EXPERIENCED CANDIDATES TO APPLY THE FOLLOWING VACANT POSITIONS:

POST 1: BRANCH CONSULTANT FAIS E

REF NO: IRC221205

LOCATION: HOUT BAY, WESTERN CAPE

CLOSING DATE: 26 MAY 2022

EXPERIENCE AND QUALIFICATIONS

Minimum Qualification: NQF 4 Qualification
Preferred Qualification: Relevant NQF 5 qualifications as prescribed by the Financial
Services Board
Regulatory Exam qualification
An appropriate recognised business Diploma or Higher Certificate at NQF level 6
Experience: 1-2 years related experience
FAIS – Yes
Person must not be an unrehabilitated insolvent

RESPONSIBILITIES

Leads identified converted into successful sales.
Ensure activities support cost containment and reduction.
Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.
Connect with our customers by living up to our brand promise of “how can we help you?” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
Conduct themselves in an ethical manner at all times.
Adhere to the TCF (Treating Customer fairly) principles in all that you do.
Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.
Resolve all customer queries efficiently, and within agreed timelines.
Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
Demonstrates behaviour in support of the organizational values.
Takes accountability for own performance, personal and career development.
Maintain an ability to adapt to ever changing business and customer needs.
Contribute to the overall effectiveness and success of the team.
Improve knowledge and competencies by completing role specific training as per eCareers.

CLICK HERE TO APPLY

POST 2: BRANCH CONSULTANT FAIS E

REF NO: IRC219688

LOCATION: SAVANNAH MALL, FAUNA PARK, POLOKWANE, LIMPOPO

CLOSING DATE: 27 MAY 2022

EXPERIENCE AND QUALIFICATIONS

Minimum Qualification: NQF 4 Qualification
Preferred Qualification: Relevant NQF 5 qualifications as prescribed by the Financial
Services Board
Regulatory Exam qualification
An appropriate recognised business Diploma or Higher Certificate at NQF level 6
Experience: 1-2 years related experience
FAIS – Yes
Person must not be an unrehabilitated insolvent

RESPONSIBILITIES

Leads identified converted into successful sales.
Ensure activities support cost containment and reduction.
Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.
Connect with our customers by living up to our brand promise of “how can we help you?” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
Conduct themselves in an ethical manner at all times.
Adhere to the TCF (Treating Customer fairly) principles in all that you do.
Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.
Resolve all customer queries efficiently, and within agreed timelines.
Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
Demonstrates behaviour in support of the organizational values.
Takes accountability for own performance, personal and career development.
Maintain an ability to adapt to ever changing business and customer needs.
Contribute to the overall effectiveness and success of the team.
Improve knowledge and competencies by completing role specific training as per eCareers.

CLICK HERE TO APPLY

POST 3: BRANCH CONSULTANT FAIS E

REF NO: IRC221457

LOCATION: BALLITO, KWAZULU NATAL

CLOSING DATE: 27 MAY 2022

EXPERIENCE AND QUALIFICATIONS

Minimum Qualification: NQF 4 Qualification
Preferred Qualification: Relevant NQF 5 qualifications as prescribed by the Financial
Services Board
Regulatory Exam qualification
An appropriate recognised business Diploma or Higher Certificate at NQF level 6
Experience: 1-2 years related experience
FAIS – Yes
Person must not be an unrehabilitated insolvent

RESPONSIBILITIES

Leads identified converted into successful sales.
Ensure activities support cost containment and reduction.
Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.
Connect with our customers by living up to our brand promise of “how can we help you?” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
Conduct themselves in an ethical manner at all times.
Adhere to the TCF (Treating Customer fairly) principles in all that you do.
Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.
Resolve all customer queries efficiently, and within agreed timelines.
Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
Demonstrates behaviour in support of the organizational values.
Takes accountability for own performance, personal and career development.
Maintain an ability to adapt to ever changing business and customer needs.
Contribute to the overall effectiveness and success of the team.
Improve knowledge and competencies by completing role specific training as per eCareers.

CLICK HERE TO APPLY

POST 4: BRANCH CONSULTANT FAIS E

REF NO: IRC221458

LOCATION: HAYFIELDS, PIETERMARITZBURG, KWAZULU NATAL

CLOSING DATE: 27 MAY 2022

EXPERIENCE AND QUALIFICATIONS

Minimum Qualification: NQF 4 Qualification
Preferred Qualification: Relevant NQF 5 qualifications as prescribed by the Financial
Services Board
Regulatory Exam qualification
An appropriate recognised business Diploma or Higher Certificate at NQF level 6
Experience: 1-2 years related experience
FAIS – Yes
Person must not be an unrehabilitated insolvent

RESPONSIBILITIES

Leads identified converted into successful sales.
Ensure activities support cost containment and reduction.
Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.
Connect with our customers by living up to our brand promise of “how can we help you?” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
Conduct themselves in an ethical manner at all times.
Adhere to the TCF (Treating Customer fairly) principles in all that you do.
Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.
Resolve all customer queries efficiently, and within agreed timelines.
Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
Demonstrates behaviour in support of the organizational values.
Takes accountability for own performance, personal and career development.
Maintain an ability to adapt to ever changing business and customer needs.
Contribute to the overall effectiveness and success of the team.
Improve knowledge and competencies by completing role specific training as per eCareers.

CLICK HERE TO APPLY

POST 5: BRANCH CONSULTANT FAIS E

REF NO: IRC221444

LOCATION: PHOENIX PLAZA, DURBAN, KWAZULU NATAL

CLOSING DATE: 27 MAY 2022

EXPERIENCE AND QUALIFICATIONS

Minimum Qualification: NQF 4 Qualification
Preferred Qualification: Relevant NQF 5 qualifications as prescribed by the Financial
Services Board
Regulatory Exam qualification
An appropriate recognised business Diploma or Higher Certificate at NQF level 6
Experience: 1-2 years related experience
FAIS – Yes
Person must not be an unrehabilitated insolvent

RESPONSIBILITIES

Leads identified converted into successful sales.
Ensure activities support cost containment and reduction.
Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.
Connect with our customers by living up to our brand promise of “how can we help you?” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
Conduct themselves in an ethical manner at all times.
Adhere to the TCF (Treating Customer fairly) principles in all that you do.
Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.
Resolve all customer queries efficiently, and within agreed timelines.
Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
Demonstrates behaviour in support of the organizational values.
Takes accountability for own performance, personal and career development.
Maintain an ability to adapt to ever changing business and customer needs.
Contribute to the overall effectiveness and success of the team.
Improve knowledge and competencies by completing role specific training as per eCareers.

CLICK HERE TO APPLY

POST 6: BRANCH CONSULTANT FAIS E

REF NO: IRC221422

LOCATION:RUSTENBURG ROAD, MAGALIESBURG, FLORIDA, GAUTENG

CLOSING DATE: 26 MAY 2022

EXPERIENCE AND QUALIFICATIONS

Minimum Qualification: NQF 4 Qualification
Preferred Qualification: Relevant NQF 5 qualifications as prescribed by the Financial
Services Board
Regulatory Exam qualification
An appropriate recognised business Diploma or Higher Certificate at NQF level 6
Experience: 1-2 years related experience
FAIS – Yes
Person must not be an unrehabilitated insolvent

RESPONSIBILITIES

Leads identified converted into successful sales.
Ensure activities support cost containment and reduction.
Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.
Connect with our customers by living up to our brand promise of “how can we help you?” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
Conduct themselves in an ethical manner at all times.
Adhere to the TCF (Treating Customer fairly) principles in all that you do.
Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.
Resolve all customer queries efficiently, and within agreed timelines.
Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
Demonstrates behaviour in support of the organizational values.
Takes accountability for own performance, personal and career development.
Maintain an ability to adapt to ever changing business and customer needs.
Contribute to the overall effectiveness and success of the team.
Improve knowledge and competencies by completing role specific training as per eCareers.

CLICK HERE TO APPLY

POST 7: BRANCH CONSULTANT FAIS E

REF NO: IRC221394

LOCATION: LAMBTON, GERMISTON, GAUTENG

CLOSING DATE: 26 MAY 2022

EXPERIENCE AND QUALIFICATIONS

Minimum Qualification: NQF 4 Qualification
Preferred Qualification: Relevant NQF 5 qualifications as prescribed by the Financial
Services Board
Regulatory Exam qualification
An appropriate recognised business Diploma or Higher Certificate at NQF level 6
Experience: 1-2 years related experience
FAIS – Yes
Person must not be an unrehabilitated insolvent

RESPONSIBILITIES

Leads identified converted into successful sales.
Ensure activities support cost containment and reduction.
Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.
Connect with our customers by living up to our brand promise of “how can we help you?” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
Conduct themselves in an ethical manner at all times.
Adhere to the TCF (Treating Customer fairly) principles in all that you do.
Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.
Resolve all customer queries efficiently, and within agreed timelines.
Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
Demonstrates behaviour in support of the organizational values.
Takes accountability for own performance, personal and career development.
Maintain an ability to adapt to ever changing business and customer needs.
Contribute to the overall effectiveness and success of the team.
Improve knowledge and competencies by completing role specific training as per eCareers.

CLICK HERE TO APPLY

1. STANDARD BANK

APPLICATIONS ARE INVITED FROM SUITABLY QUALIFIED AND EXPERIENCED CANDIDATES TO APPLY THE FOLLOWING VACANT POSITIONS:

POST 1: CONSULTANT, BILLING

JOB ID: 64546

LOCATION: JOHANNESBURG – 6 SIMMONDS STREET, GAUTENG

JOB TYPE: FULL-TIME REGULAR

KEY RESPONSIBILITES

Service Level Agreement between Standard Bank and the client.
Request the monthly Business Partner or Client List from the Production Support Team or Client Services Team, respectively and save the latest copies on the Sharedrive. Analyse the list to identify new clients, check the fee schedule for application of minimum fees and begin charging the client for Minimum fees for open inactive accounts.
Make sure that all open accounts are invoiced and where applicable, minimum fees are applied to inactive and active open accounts.
Adhere to laid down controls, process and procedure such record keeping, document management etc.
Comply with all applicable legislative requirements such as National Credit Act, Consumer Protection Act, Vat Act, etc.
Communicate to management any unusual incidences that could expose the business to potential risk.
Ensure good understanding of the Product range offered by Investor Services and be able to manage all the clients’ expectations.
The current product range is Securities Lending, Global Custody, Domestic Custody, Regional Custody, Issuer Services, Trustee Services, Investment Accounting, Government Institutions and American Depository Receipts

QUALIFICATIONS

Matric
BCom degree
1-2 years’ experience in Corporate Invoicing or Fee Billing and operations will be advantageous.
1-2 years’ experience in Corporate Client Services.

1-2 years’ experience within Custody or Securities Lending will be advantageous.

CLICK HERE TO APPLY

POST 2: CONSULTANT, RENEWALS & RETENTIONS

JOB ID: 64766

LOCATION: JOHANNESBURG WEST, GAUTENG

JOB TYPE: FULL-TIME REGULAR

KEY RESPONSIBILITES

Analyse, capture, follow up on insurance renewal process end to end.

Validate and capture on all renewal policies by reviewing all sections of the policy. For example: rates, premiums, clauses, memo’s, sums insured, claims history, surveys etc.

Check valuations compared to the replacement value and the interest of Standard Bank. As this is a Property Finance insurance requirement, which ensures the Banks assets are adequately covered.

Capturing leads correctly and confirm all in order to provide accurate financial analysis for the MIS reports.

Service and retain clients via retention process.

Exercise dynamic and innovative retention methods in order to retain our clients. For example: if premium is a problem for client, would shop around for better premium.

Validate policy for retained client is captured timeously and accurately, in order to meet Standard Bank Insurance Brokers requirements i.e. system cut-offs which effect debit orders.

Validate quality of all renewal clients.

Validate that the policy has been accurately captured ito updates or amendments on renewals. Validate that the capturing of confidential comments / history notes.

Validate and correct (in need) that proper record keeping procedures are adhered to with reference to all renewals and retentions in line with the FAIS requirements.

Service clients end to end from and insurance client service perspective.

Service our customers with the Customer Experience Survey criteria set out.

Promote a professional image when dealing with Account Executives, Technical Brokers, Property Finance, Underwriters and customers (both internal and external) in accordance with the corporate values of Standard Bank South Africa.

Record all tasks, which contributes towards overall reporting.

Identify and record errors from stakeholders on Serena, Maven diary and Tial systems in order to improve workflow process.

Record keeping procedures are adhered to with reference to all quotes and retentions in line with the FAIS requirements.

Record calls through ‘call tracking’ or telephonic communications. Record retention attempts (successful or not).

Action and resolve all client queries.

Log all new service requests for renewals, retentions, and delays from stakeholders correctly. Action all service requests in personal worklists within agreed timelines.

Make immediate decisions in query resolution with the servicing of clients, renewals and retentions.Resolve day-to-day mail and queries are attended to in 48 hours.

Identify risks

Identify potential risk exposure in accordance with underwriter rules, by consulting with managers or underwriters, contact customers telephonically and or attend to written correspondence as communication regarding underwriting rules e.g. underinsurance, multi claimants, dual insurance and repudiations as and when required.

Communicate to customers on property related risks e.g. lack of maintenance, defective workmanship, defects in design, wear and tear, gradual deterioration, non-compliance to building regulations and pre-existing damage.

Legislative Prohibitions must be adhered to.

Adhere to all the financial advisory and intermediary Services Act No. 37 of 2002, (the Act) in order to remain as a FAIS Representative of a licensed Financial Service Provider.

Adhere to AML legislative requirements.

QUALIFICATIONS

Completed Matric and Regulatory Exam, FAIS Categories – 1.6. FAIS Qualification – 160 credits in commercial line.
Higher Certification in Short Term Insurance.
Minimum of 2 years’ experience in the Short Term Insurance Industry
1 – 2 years Commercial Insurance Product Knowledge and Call centre or client servicing experience.

CLICK HERE TO APPLY

POST 3: CONSULTANT, INSURANCE SALES

JOB ID: 60915

LOCATION: JOHANNESBURG WEST, GAUTENG

JOB TYPE: FULL-TIME REGULAR

KEY RESPONSIBILITES

Sale of designated products in line with targets set through blended campaigns and the proactive response to positioned leads
Participation in ad hoc campaigns as determined from time to time by Contact Centre Management
Monitoring of personal performance relative to contact centre productivity, Lead to quote and quote to sale ratios, call to quote ratios and sales made
Ensure productivity requirements are adhered to
Ensure all aspects of the sale have been discussed by completing the ‘checklist’ accurately
Ensure favourable NPS ratings by consistently promoting quality interactions with customers and prospective customers
Personal development through involvement in mentorship, training and guidance provided by Supervisor and Contact Centre management

QUALIFICATIONS

Completed Matric with NQF5 (any) and Full Fais Short Term Insurance Qualification.
Completed Regulatory Examination 5 and Short Term COP & CPD
1 year sales experience in a contact centre environment with short term and long term or short term only.
Insurance sales experience (advantage)

CLICK HERE TO APPLY

POST 4: CONSULTANT, PROACTIVE SALES

JOB ID: 64776

LOCATION: UPINGTON, NORTHERN CAPE

JOB TYPE: FULL-TIME REGULAR

KEY RESPONSIBILITES

Drive transaction-led customer acquisition, accountable for achievement of daily, weekly and monthly personal market sales targets. Facilitates and oversees workplace banking, bank days.
Pro-actively identifies opportunities to migrate clients to Private and Prestige offering.
Identifies referral opportunities for other SBSA stakeholders
Provides additional information onsite to customers to ensure support and service on products/services, and identifies problems.
Conducts a needs analysis to identify customer needs effectively when opening new accounts or providing product advice, in line with Financial Advisory and Intermediary Service Act (FAIS) license categories.
Implements all the required steps and controls according to laid down procedures when opening accounts to minimise the risks associated with new business.

QUALIFICATIONS

Related business or marketing degree.
Valid drivers licence.
4 – 5 years banking experience.
Pro-active hunting experience i.e. sales.
Proven sales track record in the financial services industry.

CLICK HERE TO APPLY

POST 5: CONSULTANT: COMMERCIAL CLAIMS

JOB ID: 64879

LOCATION: CONSTANTIA KLOOF, GAUTENG

JOB TYPE: FULL-TIME REGULAR

KEY RESPONSIBILITES

Determine customer demand

Engage with brokers in order to understand what matters to the broker and customer as per value of service and product and deliver against those demands.
Identify authenticity of the customer (where required) in order to prevent disclosure of information to unauthorised persons.

Deliver on customer demand – Claims Management

Engage with broker in order to understand what value will be derived from the service rendered to them and deliver against those demands that add value to the customers life problems (claim raised by customer ).
Validate if this is a Valid Claim or not by doing all the necessary checks, eg policy number, policy holder details etc

Deliver on customer demand – Service Provider Management

Work with the service providers to create systemic view of the service provider environment
Help build/create a relationship based on co-operation & mutuality with our service providers and maintain those that are existing.

Identify demand generation opportunities

In conversing with brokers, identify demand generation opportunities: by asking relevant questions to prompt insights from the customer
Completes demand generation tracking forms as and when required. Ensures that all leads are logged correctly in the presence of the broker and identifies demand generation opportunities.

Deliver on Customer Demand-Servicing

Validate and update the customer’s personal details whilst obtaining the necessary documentation as required by Know Your Customer (KYC) policies and regulations.

Information collation and analysis

Continuously assesses what matters to the customer against the ability of processes and systems to meet the customers demand, in order to make recommendations to the In-Work Lead to act on the system.

Relationship Management

Build strong and meaningful relationships with High Networth Clients.
Ability to confidently carry out meaningful conversations with HNI. Be able to understand customer requirements.

QUALIFICATIONS

Matric
Insurance related qualification
5-7 years previous Commercial Claims experience, understanding insurance laid-down policies and procedures related to customer service.
Knowledge of the functions of other departments within the insurance.
Sound technical knowledge of claims end to end.

CLICK HERE TO APPLY

POST 6: CONSULTANT: SHORT TERM INSURANCE CLAIMS

JOB ID: 64916

LOCATION: CONSTANTIA KLOOF, GAUTENG

JOB TYPE: FULL-TIME REGULAR

KEY RESPONSIBILITES

To effectively capture and manage claims while proactively and constantly providing updates to customers
Validate and settle valid claims within mandate, appoint service providers and assessors where needed.
Manage post claim authorisation administration according to the business requirements
Answer telephonic and email queries from customers, service provider and stakeholders.
Evidence of always keeping customer informed determined by clear, authentic event log notes and properly functioning diary system
Quality of calls with clients determined during continuous call assurance audits by relevant superiors in accordance with pre-agreed standards and meet set targets
Adhere to the business complaints/compliments management process
Effective management of the telephony system

QUALIFICATIONS

Matric
Certificate in Short Term Insurance or an equivalent FAIS accredited NQF Level 5 qualification
Minimum of 2 years insurance claims experience.

CLICK HERE TO APPLY

ABSA BANK

APPLICATIONS ARE INVITED FROM SUITABLY QUALIFIED AND EXPERIENCED CANDIDATES TO APPLY THE FOLLOWING VACANT POSITIONS:

POST 1: CONSULTANT SALES

LOCATION: KAMAQHEKEZA PLAZA

JOB TYPE: FULL-TIME

CLOSING DATE: 27 MAY 2022

KEY PERFORMANCE AREAS:

Conduct a thorough customer need analysis, through customer engagement in order to provide the appropriate banking advice and guidance
Act as a single point of reference to appropriately solution the customer
Be accountable for customer on boarding and end to end sales fulfilment by utilizing the appropriate systems (e.g. COR and E2E)
Acquire new primary customer’s relationships by utilizing internal and external sources
Identify sales gaps by comparing actual performance against target
Comply with all sales audit requirements as prescribed by operational risk requirements
Retain existing primary and secondary customer relationships through effective cross selling
And converting qualified sales leads into sales, by utilizing the sales leads Management system

EXPERIENCE REQUIRED:

The success of everyone at Absa is measured by our ability to put our customers at the center of everything we do. To achieve this you will need the following

2 years sales experience banking
Proficient in MS Office (Word, Excel, Power Point and Outlook) and the Internet
Knowledge of banking products, systems, policies and procedures.
Knowledge of legislative requirements (eg: FICA , Compliance)

EDUCATION:

NQF level 5 relevant qualifications (accredited with FSB).
Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)

CLICK HERE TO APPLY

POST 2: CONSULTANT SALES (FAIS)

LOCATION: DURBAN

JOB TYPE: FULL-TIME

CLOSING DATE: 27 MAY 2022

KEY PERFORMANCE AREAS:

Conduct a thorough customer need analysis, through customer engagement in order to provide the appropriate banking advice and guidance
Act as a single point of reference to appropriately solution the customer
Be accountable for customer on boarding and end to end sales fulfilment by utilizing the appropriate systems (e.g. COR and E2E)
Acquire new primary customer’s relationships by utilizing internal and external sources
Identify sales gaps by comparing actual performance against target
Comply with all sales audit requirements as prescribed by operational risk requirements
Retain existing primary and secondary customer relationships through effective cross selling
And converting qualified sales leads into sales, by utilizing the sales leads Management system

EXPERIENCE REQUIRED:

The success of everyone at Absa is measured by our ability to put our customers at the center of everything we do. To achieve this you will need the following

2 years sales experience banking
Proficient in MS Office (Word, Excel, Power Point and Outlook) and the Internet
Knowledge of banking products, systems, policies and procedures.
Knowledge of legislative requirements (eg: FICA , Compliance)

EDUCATION:

NQF level 5 relevant qualifications (accredited with FSB).
Further Education and Training Certificate (FETC)

CLICK HERE TO APPLY

POST 3: CONSULTANT SALES (FAIS)

LOCATION: DURBAN

JOB TYPE: FULL-TIME

CLOSING DATE: 27 MAY 2022

KEY PERFORMANCE AREAS:

Conduct a thorough customer need analysis, through customer engagement in order to provide the appropriate banking advice and guidance
Act as a single point of reference to appropriately solution the customer
Be accountable for customer on boarding and end to end sales fulfilment by utilizing the appropriate systems (e.g. COR and E2E)
Acquire new primary customer’s relationships by utilizing internal and external sources
Identify sales gaps by comparing actual performance against target
Comply with all sales audit requirements as prescribed by operational risk requirements
Retain existing primary and secondary customer relationships through effective cross selling
And converting qualified sales leads into sales, by utilizing the sales leads Management system

EXPERIENCE REQUIRED:

The success of everyone at Absa is measured by our ability to put our customers at the center of everything we do. To achieve this you will need the following

2 years sales experience banking
Proficient in MS Office (Word, Excel, Power Point and Outlook) and the Internet
Knowledge of banking products, systems, policies and procedures.
Knowledge of legislative requirements (eg: FICA , Compliance)

EDUCATION:

NQF level 5 relevant qualifications (accredited with FSB).
Further Education and Training Certificate (FETC)

CLICK HERE TO APPLY

POST 4: CONSULTANT SALES (FAIS)

LOCATION: CLANWILLIAM

JOB TYPE: FULL-TIME

CLOSING DATE: 27 MAY 2022

KEY PERFORMANCE AREAS:

Conduct a thorough customer need analysis, through customer engagement in order to provide the appropriate banking advice and guidance
Act as a single point of reference to appropriately solution the customer
Be accountable for customer on boarding and end to end sales fulfilment by utilizing the appropriate systems (e.g. COR and E2E)
Acquire new primary customer’s relationships by utilizing internal and external sources
Identify sales gaps by comparing actual performance against target
Comply with all sales audit requirements as prescribed by operational risk requirements
Retain existing primary and secondary customer relationships through effective cross selling
And converting qualified sales leads into sales, by utilizing the sales leads Management system

EXPERIENCE REQUIRED:

The success of everyone at Absa is measured by our ability to put our customers at the center of everything we do. To achieve this you will need the following

2 years sales experience banking
Proficient in MS Office (Word, Excel, Power Point and Outlook) and the Internet
Knowledge of banking products, systems, policies and procedures.
Knowledge of legislative requirements (eg: FICA , Compliance)

EDUCATION:

NQF level 5 relevant qualifications (accredited with FSB).
Further Education and Training Certificate (FETC)

CLICK HERE TO APPLY

POST 5: BA2 JUNIOR SALES CONSULTANT (FAIS)

LOCATION: IDUTYWA

JOB TYPE: FULL-TIME

CLOSING DATE: 26 MAY 2022

JOB DESCRIPTION

ACHIEVE SALES TARGETS

Identify customer needs through queue management and customer engagement
Actively migrate customers to digital channels
Achieve branch objectives for sustainable growth by driving:
Digital migration and adoption
Branch Optimization
Account Activation
Walk – ins (queue management)
Lead Management
NTB Acquisition

Support and drive branch customer experience

Enhance individual development and team contribution

Compliance and Risk Management

EDUCATION & EXPERIENCE

Completed Higher Certificate in Banking / Accounting / Sales / Marketing or equivalent NQF level 5 FAIS accredited qualification
Completed Sales Proficiency Assessment
Completion of Sales and Service Fundamentals workshop will be an added advantage.
1 – 2 years’ experience in a frontline banking role
1 year Sales experience will be an added advantage

EDUCATION

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies

PLEASE NOTE: Colleagues applying from within the same branch node &/or region as the advertised job location will be given preference as part of the Recruitment process

CLICK HERE TO APPLY

POST 6: SALES CONSULTANT (FAIS) EXTERNAL SALES

LOCATION: PORT ELIZABETH

JOB TYPE: FULL-TIME

CLOSING DATE: 30 MAY 2022

JOB DESCRIPTION

Conduct a thorough customer need analysis, through customer engagement in order to provide the appropriate banking advice and guidance.
Act as a single point of reference to appropriately solution the customer.
Be accountable for customer on boarding and end to end sales fulfilment by utilizing the appropriate systems (e.g. COR and E2E).
Acquire new primary customer’s relationships by utilizing internal and external sources.
Identify sales gaps by comparing actual performance against target.

AVOID BUSINESS RISKS

Adhere to legislative and regulatory requirements

CUSTOMER SATISFACTION

Lead a culture of customer centricity and increased customer satisfaction and loyalty, and log all complaints on the appropriate system.
Build long term relationships with customers.

EDUCATION AND EXPERIENCE, AND COMPETENCY REQUIREMENTS

Minimum – NQF level 5 relevant qualifications (accredited with FSB).
Proficient in MS Office (Word, Excel, Power Point and Outlook) and the Internet.
A valid driver’s license is essential for travel, Min 2 years Sales Experience is a pre-requisite for this role
Further Education and Training Certificate (FETC)

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NEDBANK

APPLICATIONS ARE INVITED FROM SUITABLY QUALIFIED AND EXPERIENCED CANDIDATES TO APPLY THE FOLLOWING VACANT POSITIONS:

POST 1: SALES CONSULTANT

REF NO: REQUISITION 117866

LOCATION: GRABOUW, WESTERN CAPE

CLOSING DATE: 27 MAY 2022

JOB RESPONSIBILITIES

Deliver and achieve all in-branch daily, weekly and monthly sales opportunities by following business unit sales strategy.
Finalise client transactions by ensuring client signature for final product accepted.
Improve performance based on management guidance and feedback.
Obtain referrals from existing clients and in branch staff through collaboration.
Market financial products to new and existing clients and stakeholders through the identification of client needs and by matching product to the need.
Assist and collaborate with segment colleagues (i.e. Relationship- and Business Banking) with activations to ensure new business opportunities are fulfilled.
Build relationships with clients and stakeholders through regular contact and by being available and getting to know them (i.e. I know you strategy).
Resolve client queries by following business procedure and keeping client informed.
Educate clients on the product offering by presenting them with the relevant information.
Maintain client relationships through world class service standards by listening and attending to client needs, keeping them in the loop and making things happen for them.
Develop effective partnerships with clients by listening to client needs, asking questions and demonstrating an understanding of the client’s business & industry.
Address client needs by identifying effective financial solutions, using product knowledge, providing the client with proactive solutions.
Act as client’s banking partner by taking responsibility for providing regular feedback.
Ensure retention of clients full banking relationship through client service and client contact.
Plan and implement effective prospecting activities by identifying and responding to business opportunities.
Meet requirements of product applications by providing all required documentation.
Ensure all client details are correct by capturing details correctly at application stage.
Schedule work according to action plan from manager in order to meet business objectives.
Complete verification procedure for all applications by following business unit requirements.
Enable managerial sales consolidation by reporting daily sales statistics.
Improve the quality of work by using the managerial recommendations.
Ensure effective administration and controls in branch portfolio by checking securities and complying with FICA & FAIS requirements.
Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
Ensure technical, company standards and practices are met by vetting the accuracy and quality of applications and security documentation within sales
Deliver agreed results through input to client financial analysis, making recommendations to credit, monitoring that security documentation are completed and returned to admin team and by confirming Bank queries and Bank Codes.
Support the achievement of the business strategy, objectives and values.
Stay abreast of developments in field of expertise.
Ensure personal growth and enable effectiveness in performance of roles and responsibilities.
Contribute to the 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, models and systems though agile thinking.

Minimum Experience Level

3 year Retail Banking experience of which 1-2 years experience at Sales Consultant level. Exposure to Small Business Services clients.

Preferred Qualification

Sales or Marketing Certificate or Bcomm Marketing or Commerce
Essential Qualifications – NQF Level
Matric / Grade 12 / National Senior Certificate

TECHNICAL / PROFESSIONAL KNOWLEDGE

Administrative procedures and systems
Banking procedures
Business principles
Business terms and definitions
Governance, Risk and Controls
Microsoft Office
Relevant regulatory knowledge
Relevant software and systems knowledge
Business writing skills
Cluster Specific Operational Knowledge

Behavioural Competencies

Leveraging a Winning Sales Strategy
Advancing Sales Discussions
Building Trusting Relationships
Targeting Sales Opportunities
Qualifying Sales
Building Networks
Driving for results
Sustaining Customer Satisfaction

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POST 2: TELLER/ENQUIRIES CONSULTANT (4 MONTHS MATERNITY REPLACEMENT)

REF NO: REQUISITION 117881

LOCATION: NELSPRUIT, MPUMALANGA

CLOSING DATE: 31 MAY 2022

JOB RESPONSIBILITIES

Authenticate clients and transactions.
Prevent fraud, risks and losses.
Mitigate risks and meet legislative requirements.
Provide client service and meet identified client needs.
Issue VISA application letters based on client requests.
Comply with risk standards and take corrective action.
Minimise losses and ensure corrective action is taken as per procedure and policy.
Balance and secure branch stock holding.
Contribute to a culture of transformation by participating in Nedbank culture building initiatives, business strategy, and CSI.
Stay abreast of developments in field of expertise, ensuring personal and professional growth.
Seek opportunities to improve business processes and systems.
Act as brand ambassador.
Add value to Nedbank by supporting the implementation of new processes, policies and systems.
Deliver on identified client needs and requirements.
Build and maintain client relationships.
Educate and converse with clients by informing them of alternative self-service channels that will be cost effective, time saving and convenient.
Create synergetic internal relationships.
Identify quality sales leads and enable cross-selling (without advising).
Meet client information needs and facilitate the processing of sales.
Ensure client service and avoid destruction of aged stock and costs associated with reprinting and issuing.
Reach individual and branch usage (touch points) targets.
Remain current and stay abreast of Nedbank risk and compliance requirements.
Understand and embrace the Nedbank vision and values, leading by example.
Ensure knowledge management, continuity, team success and that information is provided in the correct way to stakeholders.

Essential Qualifications – NQF Level

Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Business Relevant Certificate or Diploma or Institute of Banking.

Minimum Experience Level

Preferable 6 – 12 months client service experience in a financial industry or bank teller experience.

Behavioural Competencies

Building Customer Loyalty
Applied Learning
Collaborating
Communication
Managing Work
Stress Tolerance
Quality Orientation

TECHNICAL / PROFESSIONAL KNOWLEDGE

Customer service principles
Relevant product knowledge
Branch processes and procedures
Branch service offerings
Corporate Governance & Compliance
Cluster specific operations

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POST 3: COLLECTIONS CONSULTANT

REF NO: REQUISITION 117273

LOCATION: SANDTON, GAUTENG

CLOSING DATE: 27 MAY 2022

JOB RESPONSIBILITIES

Ensure internal and external stakeholders perform within agreed turnaround time and Service Level Agreements by monitoring the accounts.
Rehabilitate accounts by contacting, negotiating, concluding and monitoring arrangements with client and authorised third parties.
Reduce and manage impairments and credit loss ratio by applying the appropriate actions including drawing daily reports and distributing to relevant stakeholders.
Maintain client satisfaction by responding to general queries on risk or arrears timeously.
Contribute to team dynamics by sharing knowledge and ideas.
Build and maintain business relationships with internal and external stakeholders by sharing performance expectations.
Ensure client account status are correct by checking the account history details on the system.
Keep the customer profile updated by site visit, sending letters, statements and attach proof on the profile.
Prioritise customer accounts by grading all accounts into risk categories and age analysis.
Minimise potential loss to the bank by implementing the collection process and strategy.
Ensure to comply with policies, procedures and regulations by following prescribed processes and mandates.
Notify clients of dormant /excess or arrears accounts by preparing and sending relevant correspondence.
Outline progress and planned actions for the forthcoming month by meeting with stakeholders on a monthly basis.
Escalate high risk matters (liquidation, deceased estates, absconsion, alienation, debt review, bad debt write-off, business rescue, arrear accounts, etc..) by distributing to relevant stakeholders.
Improve workflow and time management efficiencies by proactive planning and implementing credit control process
Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, websites and attending sessions.
Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced and certifications obtained and/or maintained within specified time frames.
Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
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 social responsibility initiatives for the achievement of key business strategies.
Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.