About this role
<p><img id="Picture_x0020_1" src="https://rmkcdn.successfactors.com/dd82a348/461743ac-ca78-42fa-8634-a.png" style="height:255.0px;width:600.0px"></p> <div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Requisition Details</b></H2> </div><div><p><strong>Requisition ID: </strong>146588</p> <p><strong>Locaction: </strong>National x11</p> <p><strong>Closing Date: </strong>10 July 2026</p> <p><strong>Talent Acquisition:</strong> Bongiwe Mchunu</p> <p> </p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Family</b></H2> </div><div><p>Business and Commercial Banking</p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Career Stream</b></H2> </div><div><p>Relationship Management Support</p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Leadership Pipeline</b></H2> </div><div><p>Manage Self: Technical (MST)</p> <p> </p> <p><span style="font-size:12.0pt"><strong>FAIS Affected </strong></span></p> <p>Yes</p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Purpose</b></H2> </div><div><p>To support SME Relationship Managers in delivering Nedbank’s SME banking proposition by integrating client servicing excellence, proactive sales enablement, and client value management (CVM).<br>The role is responsible for enhancing client experience, identifying growth opportunities, and enabling portfolio expansion through insight-driven engagement, while ensuring efficient and compliant service delivery.</p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Why Join Our Team</b></H2> </div><div><div>Be part of a client-centric SME banking team where your technical expertise and problem-solving skills make a real impact. You’ll work in a dynamic environment focused on digital solutions, service excellence, and continuous learning, while contributing to meaningful client outcomes and the broader success of Nedbank.</div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Responsibilities</b></H2> </div><div><p><strong>Client Engagement & Relationship Support</strong></p> <ul> <li>Build and maintain strong, trust-based relationships with SME clients through consistent and proactive engagement.</li> <li>Deliver seamless, high-quality servicing across client queries, onboarding, and maintenance activities.</li> <li>Understand client business needs through ongoing interaction and engagement, ensuring solutions remain relevant and value-adding.</li> <li>Support Relationship Managers (RMs) in client interactions, including preparation for reviews, meetings, and engagements.</li> <li>Proactively communicate with clients to manage expectations, resolve issues, and enhance overall experience.</li> </ul> <p><strong>Sales Enablement & Cross-Sell Support</strong></p> <ul> <li>Identify cross-sell and up-sell opportunities through analysis of client behaviour, portfolio data, and interactions.</li> <li>Initiate and support sales processes by gathering required documentation, coordinating fulfilment, and facilitating deal execution.</li> <li>Support RMs in achieving portfolio growth targets by tracking pipeline activities and ensuring follow-through.</li> <li>Engage relevant product specialists and internal stakeholders to support solution delivery.</li> <li>Ensure accurate tracking and reporting of identified opportunities and sales progress.</li> </ul> <p><strong>Client Value Management (CVM) & Portfolio Insights</strong></p> <ul> <li>Analyse SME client portfolios to identify revenue growth opportunities, product gaps, and client needs.</li> <li>Support the execution of targeted campaigns and client engagement initiatives aligned to portfolio strategies.</li> <li>Monitor client activity and trigger proactive engagement based on behavioural insights or risk signals.</li> <li>Contribute to improving client penetration, product holding, and primary bank status.</li> </ul> <p><strong>Operational Execution & Service Delivery</strong></p> <ul> <li>Manage end-to-end servicing processes, including account onboarding, maintenance, and fulfilment of client requests.</li> <li>Ensure adherence to service level agreements and turnaround times.</li> <li>Coordinate across internal service centres and support functions to ensure timely and efficient delivery.</li> <li>Resolve client queries and complaints in a professional and efficient manner.</li> <li>Digital Enablement</li> <li>Educate and enable clients to use Nedbank digital platforms (e.g. self-service banking channels) to improve efficiency.</li> <li>Drive adoption of digital channels for routine transactions and servicing.</li> <li>Promote digital-first servicing to enhance client convenience and reduce manual intervention.<br>(Aligned to SME hybrid digital strategy and existing service responsibilities) </li> </ul> <p><strong>Risk Management & Compliance</strong></p> <ul> <li>Adhere to all Nedbank governance, risk, and compliance requirements.</li> <li>Ensure all client documentation and processes meet regulatory and policy standards.</li> <li>Identify and escalate risks, fraud indicators, or control breaches as required.</li> <li>Maintain audit readiness and ensure proper record-keeping.</li> </ul> <p><strong>Stakeholder Collaboration</strong></p> <ul> <li>Build strong working relationships with internal stakeholders including product teams, credit, operations, and support functions.</li> <li>Collaborate effectively to deliver client-centric solutions and ensure seamless execution.</li> <li>Contribute to a culture of client-centricity, accountability, and continuous improvement.</li> </ul> <p><strong>Continuous Improvement & Efficiency</strong></p> <ul> <li>Identify opportunities to improve processes, client journeys, and service delivery models.</li> <li>Provide insights on recurring client issues, trends, and opportunities for enhancement.</li> <li>Contribute to innovation and optimisation of SME servicing and enablement processes.</li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Our Ideal Candidate</b></H2> </div><div><div> <p>We are looking for a technically strong, service-driven professional who:</p> <ul> <li>Thrives in <strong>resolving complex client queries and escalations</strong></li> <li>Has a strong understanding of <strong>banking systems, digital platforms and cash operations</strong></li> <li>Demonstrates <strong>sound judgement and decision-making</strong> in high-pressure situations</li> <li>Is passionate about <strong>delivering exceptional client experiences</strong></li> <li>Can <strong>translate technical issues into clear client solutions</strong></li> <li>Works effectively across teams to <strong>support advisors and resolve challenges</strong></li> <li>Maintains high standards of <strong>risk awareness, compliance, and accuracy</strong></li> <li>Is adaptable and proactive in a <strong>fast-paced, evolving environment</strong></li> </ul> </div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Essential Qualifications - NQF Level</b></H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Matric / Grade 12 / National Senior Certificate </li><li>Advanced Diplomas/National 1st Degrees </li></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Qualification</b></H2> </div><div><div> <p><strong>Minimum (Essential):</strong></p> <ul> <li>Advanced Diploma or Bachelor’s Degree (NQF Level 7)</li> </ul> <p><strong>Preferred:</strong></p> <ul> <li>Advanced Certificate or qualification in <strong>Banking Services (NQF Level 6 or higher)</strong></li> <li>Relevant certifications in <strong>Banking, Finance, Business Management or related field</strong></li> </ul> </div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Minimum Experience Level</H2> </div><div><div> <ul> <li><strong>3–5 years’ experience</strong> in a retail or SME banking environment</li> <li>Experience in client servicing, sales support, or relationship management environments</li> </ul> <p> </p> <p><strong>Professional Knowledge</strong></p> <ul> <li>Banking products and services</li> <li>Client value management principles</li> <li>Digital banking platforms and processes</li> <li>Sales support and pipeline management</li> <li>Governance, Risk and Controls</li> <li>Client service and relationship management principles</li> <li>Advancing Sales Discussions </li> <li>Communication and Analytical Thinking</li> </ul> </div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Technical Competencies </b></H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Customer service principles </li><li>Product Knowledge </li><li>Relevant Nedbank policies and procedures </li><li>Troubleshooting </li><li>Problem solving skills </li><li>Risk And Security Practice </li><li>Governance, Risk and Controls </li></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Behavioural Competencies</b></H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Building Customer Loyalty </li><li>Technical/Professional Knowledge and Skills </li><li>Decision Making </li><li>Influencing </li><li>Quality Orientation </li><li>Adaptability </li><li>Managing Work </li></ul></div></div><p style="line-height:18.9px"><img alt="" height="228" src="https://rmkcdn.successfactors.com/dd82a348/61ad7a3f-eb85-4980-a04c-e.jpg" style="height:75.0px;width:600.0px" width="245"></p> <p style="line-height:18.9px">---------------------------------------------------------------------------------------</p> <p style="line-height:18.9px"><span style="color:#006341"><em><b>Please contact the Nedbank Recruiting Team at +27 860 555 566 </b></em></span></p>