Transactional Banking Specialist

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Location: Roodepoort, ZA

Company: Nedbank


Nedbank Recruiting

Closing Date

27 February 2017

Job Family

Sales And Services

Career Stream


FAIS Affected

FAIS Affected - Yes

Job Purpose

To market and sell Nedbank products to meet the needs of customers and stakeholders to achieve business objectives.

Job Responsibilities

  • Managed Transformation and Change

    Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).Participate and support corporate social responsibility initiatives for the achievement of key business strategies. Identify and recommend opportunities to enhance processes.


  • Managed Self

    Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions. Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders. 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.


  • Managed Client Relationship

    Listen to clients and stakeholders and ask questions to understand their needs. Build relationships with clients and stakeholders by regular contact; being available and getting to know them. Resolve client queries by following business procedure and keeping client informed.


  • Achieved Financial Objectives

    Market products to new and existing clients and stakeholders by identifying client needs and matching product to the need. Achieve daily; weekly and monthly sales targets by following business unit sales strategy. Close the deal by getting client to sign up for product.


  • Completed Administration Process

    Meet requirements of product applications by providing all required documentation. Ensure all client details are correct by capturing details correctly at application stage. Schedule work according to action plan from manager in order to meet business objectives. Complete verification procedure for all applications by following business unit requirements. Report daily statistics to managers for consolidation.

Job Outputs

  • Managed Transformation and Change
  • Managed Self
  • Managed Client Relationship
  • Achieved Financial Objectives
  • Completed Administration Process

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Sales or Marketing Certificate or Bcomm Marketing, FAIS Qualification, Regulatory Examination 1.

Type of Exposure

  • Working with a group to identify alternative solutions to work situations.
  • Capturing data
  • Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
  • Checking accuracy of reports and rec
  • Communicating internally
  • Managing conflict situations
  • Drafting reports
  • Sharing information in different ways to increase stakeholders understanding.
  • Building and maintaining effective cross-functional relationships with internal and external stakeholders
  • Comparing two or more sets of information
  • Managing customer expectations
  • Interacting with diverse people
  • Tracking cost against a budget
  • Interacting with external clients
  • Working in a fast-paced environment
  • Working in a team
  • Working with spread sheets

Minimum Experience Level

1-2 years experience at Sales Consultant level

Technical / Professional Knowledge

  • Administrative procedures and systems
  • Banking knowledge
  • Banking procedures
  • Business principles
  • Business terms and definitions
  • Data analysis
  • Governance, Risk and Controls
  • Microsoft Office
  • Nedbank policies and procedures
  • Nedbank vision and strategy
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Nedbank culture
  • Cluster Specific Operational Knowledge
  • Business writing skills

Behavioural Competencies

  • Expanding and Advancing Opportunities
  • High-Impact Communication
  • Managing Work (includes Time Management)
  • Sales Disposition
  • Sales Opportunity Analysis
  • Sustaining Customer Satisfaction


Please contact the Nedbank Recruiting Team at +27 860 555 566

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