Career Opportunities: SME Banker (147933)
Career Stream: Sales
Leadership Pipeline: Manage Self: Technical (MST)
FAIS Affected: Yes
Job Purpose
To create great client banking experiences in a more complex branch environment through digital enablement, advanced selling, servicing, problem solving and client education regarding Nedbank products and services aligned to bank strategy.
Job Responsibilities
GROW
- Own the client request end to end and route for alternative intervention if required.
- Assist clients with basic financial planning and small business services needs, refer in need.
- Manage the sales process and align financial product, features and benefits to client needs.
- Grow and achieve market share growth by delivering against sales targets; achieve new client acquisition, growth and retention.
- Obtain referrals from existing clients and source leads from other business units.
- Identify cross-selling opportunities through client engagement, quality conversations and the use of data analytics.
- Build, maintain and retain client relationships by keeping clients informed of progress regarding their applications, queries and requests.
- Use experience and expertise of financial analysis to make credit recommendations.
- Demonstrate an understanding of risk parameters by managing client relationships according to credit principles.
SOLVE
- Solve advanced problems and issues (i.e. deceased estates).
- Assess and listen carefully with understanding to establish and clarify client sales and service needs.
- Attend to all enquiries and services relating to client’s needs by offering the right service and solutions.
- Use expertise and relevant insights to solve client needs relating to sales, self-service and digital functionality.
- Authenticate clients, provide client service and meet client’s identified needs whilst following relevant processes.
- Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching, as well as enrolling clients on the various digital platforms.
- Implement and adopt new staff platforms and other tools.
- Leverage sphere of influence and role to make banking simpler for our clients (transition the client).
EDUCATE
- Educate clients and potential clients on how to subscribe and service their account.
- Educate clients on the benefits, convenience, security, digital functionality and features of self-service and alternative cash solutions.
- Drive digital adoption to enable, educate and migrate clients on digital (i.e. Money app, ID devices, video banking) and other sales and service channels.
LEAD, RISK & COMPLIANCE
- Identify and recommend opportunities to enhance processes, systems and policies.
- Meet service excellence, teamwork and personal development goals.
- Mitigate risks and meet legislative requirements (i.e. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
- Report suspicious transactions.
Essential Qualifications – NQF Level
- Advanced Diplomas/National 1st Degrees
- Professional Qualifications/Honours Degree
Preferred Qualification
FAIS accredited Qualification (Accounting, Finance, Banking, Business)
Minimum Experience Level
3–6 years of Retail/Banking Client Service, Sales, Relationship experience.
Technical / Professional Knowledge
- Customer service principles
- Product Knowledge
- Interbank operations
- Problem-solving skills
- Relationship management
- Product sales skills
- Employee engagement methodologies
- Microsoft Office
- Relevant Nedbank policies and procedures
Behavioural Competencies
- Adaptability
- Building Trusting Relationships
- Planning and Organizing
- Sales Persuasion
- Sustaining Customer Satisfaction
- Targeting Sales Opportunities
- Technology Savvy
Closing Date: 30th September 2026