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Personal Loans Consultant
Personal Loans Consultant
July 26, 2020
29 July 2020
Manage Self Technical
FAIS Affected – Yes
To retain, maintain and increase Nedbank’s client base through relevant need-based selling and servicing of financial products and services to the In-Retailer market segment.
Deliver on agreed sales and service opportunities by selling Nedbank products in identified In-retailer stores and communities (i.e. Boxer and Personal Loans).
Accept and implement advice to fulfill on sales opportunities and through involving local the community.
Understand and meet the In-retailer market client need through conducting client needs-based analysis aligned to Nedbank procedures and the FAIS Act.
Create synergy and build relationships with internal stakeholders by participating in collaboration meetings and adhering to standard operating procedures.
Build and maintain internal and external vendor and supplier relationships by identifying improvement opportunities and by meeting with vendors and suppliers according to Service Level Agreements.
Ensure work completed to plan, progress reviewed and corrective action taken by monitoring activities, reviewing action plans and taking corrective action.
Deliver agreed results and create an environment in communities for selling Nedbank products and services by utilizing resources according to Nedbank policies and procedures.
Manage risk by meeting technical, company standards, practices and resource management (e.g. ultraviolet lights to identify false identity documents).
Comply with risk standards, monitor and ensure corrective action taken.
Resolve challenges in community sales areas through following managerial escalation channels and by maintaining a client centric approach.
Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
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.
Essential Qualifications – NQF Level
Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees
Type of Exposure
Working with a group to identify alternative solutions to a problem
Managing conflict situations
Checking accuracy of reports and records
Building and maintaining effective relationships externally and internally
Managing customer expectations
Interacting with diverse people
Interacting with external clients
Working in a fast passed environment
Working in a team
Minimum Experience Level
1-2 years experience in a customer service and/or sales environment, in a financial institution
Technical / Professional Knowledge
Business writing skills
Cluster Specific Operational Knowledge
Business terms and definitions
Governance, Risk and Controls
Administrative procedures and systems
Relevant software and systems knowledge
Relevant regulatory knowledge
Sustaining Customer Satisfaction
Building Trusting Relationships
Driving for Results
Planning and Organizing
Targeting Sales Opportunities
Talent Acquisition Consultant
Please contact the Nedbank Recruiting Team at +27 860 555 566
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