REQ 123947 - Twanette Coetser
Closing Date - 3 March 2023
Cluster & Location
Total Business Banking and Retail - Channel Sales - MFC - Provincial Sales
Port Elizabeth, Eastern Cape
Career Stream
Relationship Management
Leadership Pipeline
Manage Self: Professional
Dealer Relationship Manager
Job Purpose
To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.
Job Responsibilities
- Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
- Identify key individuals in the client organisation, by consulting with organisation as well as consulting internal bank stakeholders. Build relationships between client and key Nedbank stakeholders (corporate, Business and Retail Bankers and Product Channels) by knowledge and networks sharing and inviting them to presentations and client meeting. Maintain regular contact with clients using a range of communication such as Routine Calls and electronics media and regularly by scheduling meetings and visits with Key Individuals
- Ensure client needs are met by responding to requests timeously, managing expectations and ensure information is provided correctly to stakeholders utilising appropriate resources.
- Recommend solutions for identified needs by analysing the information and matching it to bank offerings; and present solutions to the client by following Nedbank corporate and retail standards.
- Draw up action plans that will suit the business needs and environment and obtain approval by presenting solutions and plans to clients. Implement negotiated dates, monitor plans and roll out of plans.
- Monitor sales and market share; actual against target; by using MIS information and take corrective action/make recommendations where indicated.
- Build awareness of Nedbank offerings by organising and engaging in appropriate activities such as training programmes and presentations; using various communication channels.
- Plan training using bank accredited trainers in line with customer requirements by consulting clients on needs, identifying challenges and finding suitable solutions that are fit for purpose. Ensure quality training by briefing trainers on organisational and participant needs; levels and languages. Monitoring stakeholder satisfaction by gathering feedback from clients and training participants and make recommendations for improvements and opportunities; using feedback gathered.
- Create opportunities for sales by consulting clients and gathering information from them about their employees' and other stakeholders' financial profiles and needs and sharing knowledge with team
- Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
- 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
- 4-5 years' Retail Motor Dealer Relationship Management experience in the financial sector a must
- Experience in a Sales and Deal Origination related to a Corporate Client Portfolio within a Banking / Financial Services environment would be advantageous
- 2 - 3 years' People Management experience (Team Leader / Supervisor within Operations, Client Services and / or Collections & Recoveries)
- 2 3 years VAF (Vehicle and Asset Finance) Credit Manager or F&I (Finical and Insurance Manger) Manager experience would be an advantage
- Matric / Grade 12 / National Senior Certificate
- Successfully completed NQF Level 6 or Higher in a Financial, Business or a Sales and Marketing-related field essential
- Must have minimum FAIS 120 Credits
- Key Individual Certification or Regulatory Examination 5 would be an advantage
- Qualification in Secured Lending would be an advantage
- Valid drivers licence with own reliable transport essential
- Administrative procedures and systems
- Banking knowledge
- Banking procedures
- Business principles
- Data analysis
- Governance, Risk and Controls
- Microsoft Office
- Nedbank policies and procedures
- Nedbank vision and strategy
- Relevant Nedbank product knowledge
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Business writing skills
- Nedbank culture
- Presentations
- Cluster Specific Operational Knowledge
- Business terms and definitions
