Client Liaison Specialist: Structured Lending

Job Classification

Business Unit - Nedbank Private and Wealth- High Net-Worth Operations

Location - Port Elizabeth, Eastern Cape

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

Job Family

Sales and Services

Career Stream

Client Service

Leadership Pipeline

Manage Self: Professional

Job Purpose

To provide lending solutions, client service, as well as to educate clients on the convenience, security and functionality of these solutions; in order to meet business goals and exceed client expectations.

Job Responsibilities

• Respond to client needs by offering the right service and solution.
• Nurture strong, long-standing client relationships.
• Educate clients and potential clients on how to subscribe and service their account.
• Educate clients on the convenience, security and functionality of self-service solutions.
• Provide knowledgeable client service that fosters mutual trust and confidence.
• Discover client's needs through connecting, understanding and delivering financial solutions with care.
• Provide financial strategies and advice using a holistic approach to help clients achieve their goals and grow financially.
• Own the client request end to end and route for alternative intervention if not equipped to service the client.
• Identify cross-selling opportunities through client engagement and quality conversations.
• Facilitate the sales process by informing clients of the product features and benefits.
• Fulfill clients' needs through documenting needs analysis and by providing suitable financial product solutions.
• Obtain referrals from existing clients as well as leads from other business units.
• Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests.
• Educate clients on the use of alternative, cost effective, time saving and convenient self-service channels.
• Provide complete solution to clients by networking and collaborating with internal stakeholders.
• Provide input into client financial analysis, make recommendations to credit and monitor the return of security documentation.
• Identify and recommend opportunities to enhance processes, systems and policies.
  
  

Job Responsibilities Continue

• 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

Bachelor of Commerce/Finance/Investments/Economics

Minimum Experience Level

• 3 - 6 years' experience in a Structured Lending/Retail Banking/Client Service/Sales environment.
  
  

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
  
  

Behavioural Competencies

• Advancing Sales Discussions
• Building Customer Loyalty
• Work Standards
• Collaborating
• Communication
• Managing Work
  
  

Please contact the Nedbank Recruiting Team at 27 860 555 566