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

Career Stream

Leadership Pipeline

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

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

Behavioural Competencies