Nedbank Vacancies

To apply, click on the link at the end of the posts and all the best with your applications.

Insurance Sales Consultant / Broker

Job Purpose

To attain new and expand existing client base for Nedbank to grow the Nedbank brand and optimise revenue according to business objectives.

Job Responsibilities

• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: staff surveys etc)
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies
• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems
• Follow laid down processes in opening of accounts by using checklist and account opening matrix
• Complete weekly compliance training and assessment online to keep up to date on changes
• Keep relevant compliance Letter of Authority up to date and inform clients at each interaction
• Action daily control reports and attach correct documentation
• Identify new clients and their needs through needs analysis and provide a suitable solution
• Cross sell to existing clients by establishing need through financial fitness discussions
• Obtain referrals from existing clients as well as leads from other Business Units through area collaboration
• Ensure that every deal done is priced in line with Business Unit objective and strategy
• Generate revenue through charging for ad hoc services provided to clients
• Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets
• Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched
• Participate in end of day discussion and apply recommendations from manager to optimise sales results
• 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.

Job Responsibilities Continue

• 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
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team. Maintain world class service standards when dealing with clients by listening; attending to their needs; keeping them in the loop and making things happen for them
• Ensure that client complaints and queries are resolved timeously by using relevant complaints system
• Adhere to the ask once promise to clients according to Nedbank strategy
• Build relationships with clients through regular contact and having an individual interest in them
• Network with internal stakeholders to collaborate in order to provide complete solution to clients
• Obtain regular feedback from clients by requesting completion of feedback forms
• Mitigate risk to Nedbank by identifying and verifying clients manually or using relevant technology
• Adhere to clean desk policy to minimise risk of exposing client confidentiality
• Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.

People Specification

Essential Qualifications – NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Essential Qualifications

FAIS Recognised qualification: NQF Level 5 
Regulatory Exams: 5 
Class of business for long term category
 

Preferred Qualification

Bachelor of Commerce: Banking or accounting. FAIS qualification, Regulatory Examinations 1.

Essential Certifications

Preferred Certifications

Minimum Experience Level

1 – 2 years as a Sales Consultant in a Financial industry

Technical / Professional Knowledge

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

Behavioural Competencies

• Continuous Learning
• Energy
• Advancing Sales Discussions
• High-Impact Communication
• Managing Work
• Sales Disposition
• Sustaining Customer Satisfaction

Officer Payouts

Job Purpose

To ensure financial transactions are processed within the agreed turn around times in terms of the laid down procedures and processes to effectively manage risk within the bank.

Job Responsibilities

• Prevent financial loss by ensuring accurate calculations and capturing.
• Action checks and balances of all payments made by reconciling all financial reports and bank statements on a regular basis.
• Meet stakeholders expectations by ensuring agreed Service Level Agreements (SLA’s) are adhered to.
• Provide customer satisfaction and feedback by investigating and resolving outstanding queries/complaints within the agreed time frames.
• Build and maintain stakeholder relationships by meeting SLA’s, providing feedback and taking corrective action where appropriate.
• Ensure accurate financial transactions by reconciling bank/impersonal accounts according to policies and procedures.
• Clear any unreconciled items by investigating and noting follow up if unresolved for audit trail purposes.
• Ensure work is completed to plan by taking ownership and accountability for tasks and activities.
• Check daily volumes and report irregularities in the work flow.
• Contribute to process enhancements by identifying opportunities for improvement.
• 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
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced and certifications obtained and/or maintained within specified time frames.
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing with team.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
• Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.

Essential Qualifications – NQF Level

• Matric / Grade 12 / National Senior Certificate

Minimum Experience Level

• 2-3 years experience working in financial, risk and process management environments.

Technical / Professional Knowledge

• Administrative procedures and systems
• Banking knowledge
• Banking procedures
• Business principles
• Business terms and definitions
• Data analysis
• Governance, Risk and Controls
• Relevant software and systems knowledge
• Business writing skills
• Cluster Specific Operational Knowledge

Behavioural Competencies

• Building Customer Loyalty
• Earning Trust
• Decision Making
• Initiating Action
• Stress Tolerance
• Work Standards
• Continuous Improvement
• Managing Work

Domain Architect – DA 1

Job Purpose

Responsible for providing guidance to different business areas on the Architectural Enterprise Content Management (ECM) Strategy which includes the collaboration with various business areas regarding their ECM related initiatives, understanding those initiatives and then relaying to the Enterprise Architecture team any gaps in the strategy that has been identified. Also works as an advocate and laisse with Information Services, Technology operational teams and Centres of Excellence, identifying technology requirements and researching possible solutions.  Identify operational opportunities and develop Architectures consistent with the enterprise strategy and vision. Serves as POCLAC 1 Architect in relevant Journeys/Asset. Drives Architectural input into the Programme Increment Planning, setting up and maintaining ECM guardrails, reference architectures and roadmaps. 

Provide leadership and vision for the optimisation and rationalisation of the ECM domain aimed at increasing capability and/or IT cost savings and/or IT Service Levels. Provide mentorship and coaching w.r.t. the ECM domain technologies to Architecture and technical teams within the organisation

Job Responsibilities Continue

• Define Current-state Capability Architectures
• Define Future-state Capability Architectures
• Define Roadmap for transformation from current to future state Capability Architectures
• Define Guardrails and patterns for the us of the specific technologies
• Organisational understanding and alignment around emerging Domain technologies
• Define and enforce Capability Architecture Principles/ Guardrails/ Roadmaps
• Define and enforce Domain Standards
• Determine Domain Technical Debt Rating
• Participation in Architecture Review Board and Solution Alignment Forum
• Consult to programmes (In time, on budget, great quality)
• Engage user community
• Become Preferred technology advisor by business units

Essential Qualifications – NQF Level

• Advanced Diplomas/National 1st Degrees

Essential Certifications (required minimum):

• Degree in Information technology/Engineering in Information Technology

Preferred Qualification

• BSc Computer Science, Honours, Engineering or equivalent degree

Preferred:

• Degree or Honours or above degree in Information Technology/Software Engineering/Computer Science
• Cloud certification
• TOGAF Certification/ Zachman Certification
• SAFE certification
• ArchiMate certification

Minimum Experience Level

• Minimum required experience (essential – relevant industry experience):
• At least 5 years Architecture related experience – Domain Enterprise
• Content Management Architecture experience essential
• Advantageous experience:
  • Business Analysis
  • System Analysis
  • Software Engineering
  • Software Development
  • Cloud architecture
  • Multi Enablement

Skills

• Banking Experience
• Enterprise Content Management experience is essential. Experience in using and architecting the:
  • IBM suite of ECM products – FileNet/CMOD
  • OpenText Suite of products – Intelligent Capture, Core Capture, Magellan, Exstream
  • CloudPak for Business Automation
• Robotic Process Automation knowledge – Blue Prism, UIPath
• Advantage to have experience in IBM BPM (Business Process Management), Blaze Decision Engine
• Advanced knowledge and application of a variety of hardware and software platforms and integrated information systems
• Basic Security architecture knowledge 
• Ability to effectively present information to top management, public groups, and/or boards of directors.
• Assertiveness and ability to influence and reason with key stakeholders
• Able to work in a team environment
• Excellent interpersonal skills
• Analytical, Logical, Lateral and Creative Thinking
• Able to integrate disparate concepts into a cohesive whole
• Able to reason at various levels of abstraction

Technical / Professional Knowledge

• project management principles and methodologies
• Service Management
• Knowledge of specific technology

Behavioural Competencies

• Collaborating
• Decision Making
• Emotional Intelligence Essentials
• Managing Work
• Resolving Conflict
• Technology Savvy

Domain Architect – Integration

Job Purpose

Responsible for providing guidance to different business areas on the Architectural Integration Strategy which includes the collaboration with various business areas regarding their integration related initiatives, understanding those initiatives and then relaying to the Enterprise Architecture team any gaps in the strategy that has been identified. Also works as an advocate and laisse with Information Services, Technology operational teams and Centres of Excellence, identifying technology requirements and researching possible solutions.  Identify operational opportunities and develop Architectures consistent with the enterprise strategy and vision. Serves as POCLAC 1 Architect in relevant Journeys/Asset. Drives Architectural input into the Programme Increment Planning, setting up and maintaining Integration guardrails, reference architectures and roadmaps. 

Provide leadership and vision for the optimisation and rationalisation of the Integration domain aimed at increasing capability and/or IT cost savings and/or IT Service Levels. Provide mentorship and coaching w.r.t. the Integration domain technologies to Architecture and technical teams within the organisation

Job Responsibilities

• Define Current-state Capability Architectures
• Define Future-state Capability Architectures
• Define Roadmap for transformation from current to future state Capability Architectures
• Organisational understanding and alignment around emerging Domain technologies
• Define and enforce Capability Architecture Principles/ Guardrails/ Roadmaps
• Define and enforce Domain Standards
• Determine Domain Technical Debt Rating
• Participation in Architecture Review Board and Solution Alignment Forum
• Consult to programmes (In time, on budget, great quality)
• Engage user community
• Become Preferred technology advisor by business units

Essential Qualifications – NQF Level

• Advanced Diplomas/National 1st Degrees

Qualification/s (NQF level / Diploma / Degree)

• BSc Computer Science, Honours, Engineering or equivalent degree
• Degree in Information technology/Engineering in Information Technology (Essential)

Preferred:

• Degree or Honours or above degree in Information Technology/Software Engineering/Computer Science
• Cloud certification
• TOGAF Certification/ Zachman Certification
• SAFE certification

Minimum Experience Level

• Minimum required experience (essential – relevant industry experience):
• At least 5-year Architecture related experience – Solutions/Business/Domain/Enterprise
• Integration Architecture experience essential
• Advantageous experience:
  • Business Analysis
  • System Analysis
  • Software Engineering
  • Software Development
  • Cloud architecture
  • Multi Enablement

Skills (Technologies, systems or software knowledge etc.):

• Banking Experience
• Integration Architecture experience including Architectures such as Message Queueing, Enterprise Service Bus, Managed File Transfer, WAS, IIB, Web Services Frameworks products and tools, other IBM Integration Products
• Advanced knowledge and application of a variety of hardware and software platforms and integrated information systems
• Basic Security architecture knowledge 
• Ability to effectively present information to top management, public groups, and/or boards of directors.
• Event Frameworks
• API/JSON/REST and SOAP
• TOGAF
• Assertiveness and ability to influence and reason with key stakeholders
• Able to work in a team environment
• Excellent interpersonal skills
• Analytical, Logical, Lateral and Creative Thinking
• Able to integrate disparate concepts into a cohesive whole
• Able to reason at various levels of abstraction

Technical / Professional Knowledge

• project management principles and methodologies
• Service Management
• Knowledge of specific technology

Behavioural Competencies

• Collaborating
• Decision Making
• Emotional Intelligence Essentials
• Managing Work
• Resolving Conflict
• Technology Savvy

80 Hour Service Consultant

Job Purpose

To educate clients on the convenience, security and functionality of digital and self-service solutions; processing cash transactions and cash fulfillment (i.e.balancing and replenishment) and performing first line device maintenance in order to meet business goals and exceed the client expectations. 

Job Responsibilities

Client Engagement:

• Address any concerns relating to the queue flow or digital devices.
• Assist client to download online applications and resolve any log in issues.
• Assist the client to buy value-added services (e.g. pre-paid data and airtime) online or through a self-service device.
• Assist the client to obtain statements, cards and other relevant documentation from self-service zones.
• Build and maintain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests.
• Discover client’s service and digital needs through connecting, understanding and delivering financial solutions with care.
• Educate clients and potential clients on how to subscribe and service their account.
• Educate clients on self-service, digital functionality and features.
• Facilitate a conversation with the client to assist them to complete their service needs online.
• Identify quality sales leads and enable cross-selling (without advising) through client engagement, fulfilling, making suggestions, referring to the relevant department for action and by capturing it on the client management system.
• Meet, greet, establish and clarify client needs and verify documentation and direct clients.
• Nurture strong, long-standing client relationships.
• Own the client request end to end and route for alternative intervention if not equipped to service the client.
• Provide knowledgeable client service that fosters mutual trust and confidence.

Business Operations:

• Accept and service cash transactions over the counter.
• Action control check list applicable to teller, enquiries and foreign functions daily.
• Balance and secure branch stock holding (e.g. cards).
• Control the queuing process and prioritise clients with special needs.
• Destroy old stock (e.g. cards) identified by reports.
• Enable the further processing of inter-bank transfers by preparing all transactional documents and originals (WASTE) in the required format by the required deadline for hand over to couriers.
• Ensure ATM/ID availability through balancing and loading of cash and attending to down devices by performing first line device maintenance support.
• Execute on cash management (i.e. Treasury and holdings), cash efficiency and recycling strategies within the store.
• Load cash, balance and provide first line device maintenance and replenishment of consumables of all store devices.
• Minimize losses and ensure corrective action is taken by declaring any discrepancies in cash holdings.
• Process client deposits, withdrawal, change for change and transfer requests by following relevant procedure and policies.
• Process client forex requests by following the relevant procedures and policies (e.g. FBN, bills and transfers).

Risk and Compliance:

• Mitigate risk by controlling counter and drop safe limits according to policy.
• Prevent fraud and losses by adhering to mandates, as well as client and transaction authentication procedures and policies.

Nedbank Goals:

• Act in the client’s interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
• Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures and policies.
• Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
• Improve digital enticement and migration volumes to self-service devices and online channels.

Essential Qualifications – NQF Level

• Diploma

Preferred Qualification

Banking Services (example, Higher Certificate in Banking Services – NQF5)

Minimum Experience Level

Must have 1 – 2 years Retail/Banking Client Service, Cash, Technology Savvy, 1st Line Problem Resolution experience. Where applicable, Foreign experience.

Technical / Professional Knowledge

• Customer service principles
• Product Knowledge
• Problem solving skills
• Relationship management
• Nedbank security policies and procedures
• Governance, Risk and Controls
• Forex product

Behavioural Competencies

• Building Customer Loyalty
• Earning Trust
• Collaborating
• Managing Work
• Adaptability
• Stress Tolerance
• Continuous Learning

Service Consultant

Job Purpose

To educate clients on the convenience, security and functionality of digital and self-service solutions; processing cash transactions and cash fulfillment (i.e.balancing and replenishment) and performing first line device maintenance in order to meet business goals and exceed the client expectations. 

Job Responsibilities

Client Engagement:

• Address any concerns relating to the queue flow or digital devices.
• Assist client to download online applications and resolve any log in issues.
• Assist the client to buy value-added services (e.g. pre-paid data and airtime) online or through a self-service device.
• Assist the client to obtain statements, cards and other relevant documentation from self-service zones.
• Build and maintain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests.
• Discover client’s service and digital needs through connecting, understanding and delivering financial solutions with care.
• Educate clients and potential clients on how to subscribe and service their account.
• Educate clients on self-service, digital functionality and features.
• Facilitate a conversation with the client to assist them to complete their service needs online.
• Identify quality sales leads and enable cross-selling (without advising) through client engagement, fulfilling, making suggestions, referring to the relevant department for action and by capturing it on the client management system.
• Meet, greet, establish and clarify client needs and verify documentation and direct clients.
• Nurture strong, long-standing client relationships.
• Own the client request end to end and route for alternative intervention if not equipped to service the client.
• Provide knowledgeable client service that fosters mutual trust and confidence.

Business Operations:

• Accept and service cash transactions over the counter.
• Action control check list applicable to teller, enquiries and foreign functions daily.
• Balance and secure branch stock holding (e.g. cards).
• Control the queuing process and prioritise clients with special needs.
• Destroy old stock (e.g. cards) identified by reports.
• Enable the further processing of inter-bank transfers by preparing all transactional documents and originals (WASTE) in the required format by the required deadline for hand over to couriers.
• Ensure ATM/ID availability through balancing and loading of cash and attending to down devices by performing first line device maintenance support.
• Execute on cash management (i.e. Treasury and holdings), cash efficiency and recycling strategies within the store.
• Load cash, balance and provide first line device maintenance and replenishment of consumables of all store devices.
• Minimize losses and ensure corrective action is taken by declaring any discrepancies in cash holdings.
• Process client deposits, withdrawal, change for change and transfer requests by following relevant procedure and policies.
• Process client forex requests by following the relevant procedures and policies (e.g. FBN, bills and transfers).

Risk and Compliance:

• Mitigate risk by controlling counter and drop safe limits according to policy.
• Prevent fraud and losses by adhering to mandates, as well as client and transaction authentication procedures and policies.

Nedbank Goals:

• Act in the client’s interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
• Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures and policies.
• Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
• Improve digital enticement and migration volumes to self-service devices and online channels.

Essential Qualifications – NQF Level

• Diploma

Preferred Qualification

Banking Services (example, Higher Certificate in Banking Services – NQF5)

Minimum Experience Level

Must have 1 – 2 years Retail/Banking Client Service, Cash, Technology Savvy, 1st Line Problem Resolution experience. Where applicable, Foreign experience.

Technical / Professional Knowledge

• Customer service principles
• Product Knowledge
• Problem solving skills
• Relationship management
• Nedbank security policies and procedures
• Governance, Risk and Controls
• Forex product

Behavioural Competencies

• Building Customer Loyalty
• Earning Trust
• Collaborating
• Managing Work
• Adaptability
• Stress Tolerance
• Continuous Learning

Enterprise Architect II

Job Purpose

To facilitate the development of future-state architecture and ensures its effective adoption.  Provide and identify operational opportunities, overall direction, guidance and definition of the enterprise architecture that effectively support business strategies.  Advocating and supporting the enterprise’s IT strategy, identifying and analysing enterprise business drivers, analysing the current IT environment to detect critical deficiencies, recommends solutions for improvement and develop strategies for aligning IT to the business. Act as a trusted technology advisor to business in realising the business strategy for the relevant discipline.  Responsible for the end-to-end view across both Capabilities and/or Solution Architecture disciplines, ensuring alignment across relevant domains.  Works as an advocate and liaises with Information Services and Technology operational teams and the Enterprise Architects researching technology trends.

Job Responsibilities

• Facilitate priority setting, project selection and integration in the organisation by providing  guiding principles and architecture
• Ensure alignment with emerging Technologies and possible recommendation of new technologies.
• Deliver business tasks according to the level of expertise to meet financial objectives.
• Address client needs through leading  phases of projects or consult to projects and business leaders across a variety of Architecture disciplines
• Build professional relationships lead and influence in all disciplines of architecture
• Build and maintain relationships within the enterprise and within the larger field of speciality.
• Lead the achievement of architecture solutions where an understanding of all disciplines is required.
• Monitor and evaluates competitive offerings that could change the domain landscape, affects multiple domains (portfolio of solutions domains) or the broader organisation
• Identify the business impact of change and risks associated.
• Integrate the change impact into business recommendations and strategic planning.
• Adjust recommendations by considering the impact of new initiatives on market perception
• Enable enterprise wide solutions to integrate well with existing practices by developing mitigating actions and change strategies
• Consider not only the optimising of the system, but also the long term viability of the system.
• Build models around future scenario planning
• Optimising the architectural strategy across various families or portfolios of application or products in the enterprise by taking an enterprise viewpoint
• Effect multiple domains or create new domains, or changes the landscape through developing of  position papers
• Integrate the key principals and issues to build enterprise wide solutions
• Apply disciplines in a variety of projects in relevant solution domains and across multiple business areas.
• Combine multiple perspectives from experience in various roles on multiple developments and architecting projects.
• Considers enterprise wide relevant best practice within the larger financial industry and global economy
• Ensure alignment to newest trends by monitors emerging trends and evaluates their potential impact on the broader organisation (The next big things)
• Deliver on work tasks for which the impact of the work can only be determined 3-5 years later.
• Move the system towards the desired future state through consideration of  future scenarios, the macro environment and an understanding of present operational requirements to
• Identify underlying patterns in vague, ambiguous information.
• Make judgements based on hypotheses, future scenario’s or educated guesses.
• Provide advise to  the business across all disciplines.
• 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.

Qualification/s (NQF level / Diploma / Degree)

• Essential (required minimum):
  • Bachelor Degree in either Information Systems or Computer Science
  • Honours or Masters Degree (or higher) in either Information Systems or Computer Science
  • TOGAF Foundation Training
  • TOGAF Certification
  • Information Technology Architect Certification (ITAC) (Open Group)

Preferred Qualification

• Cloud-related certifications such as AWS Certified Solutions Architect, Google Cloud Certified Architect, or Azure Solutions Architect.

Minimum Experience Level

• 5+ Years experience in developing strategic IT plans/roadmaps
• 10+ Years experience in systems design and development
• 10+ Years experience in Architecture

Advantageous experience (not a disqualifier):

• Understanding waterfall and agile methodologies 
• Skills (Technologies, systems or software knowledge etc.)
• Assertiveness and ability to influence and reason with key stakeholders
• Able to work in a team environment
• Excellent interpersonal skills
• Analytical, Logical, Lateral and Creative Thinking
• Able to integrate disparate concepts into a cohesive whole
• Able to reason at various levels of abstraction 
• Excellent modelling skills across all ICT models
• Good understanding of all levels of ICT infrastructure
• Systems thinking
• Design thinking and facilitation
• Customer Centricity

Team Diversity

• Mature collaborator with high levels of EQ. 
• Must be able to negotiate strong opinions and viewpoints 

Technical / Professional Knowledge

• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Research methodology
• Decision-making process
• Business writing skills
• Cluster Specific Operational Knowledge
• System Development Life cycle(SDLC)
• Unified Modelling Language (UML)
• Rational design toolset application
• IT Architecture

Behavioural Competencies

• Building Partnerships
• Communication
• Decision Making
• Influencing
• Innovation
• Driving for Results

CRM & Sales Support Specialist

Job Classification

This role is based at Nedgroup Investments.  Our website is : www.nedgroupinvestments.co.za

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. The Nedgroup Investments Best of Breed™ philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Job Family

Sales And Services

Career Stream

Sales

Leadership Pipeline

Manage Self: Professional

Job Purpose

To drive data and service requirements and strategy for Nedgroup Investments Retail Sales.

Job Responsibilities

• 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 responsibility initiatives for the achievement of business strategy (e.g. Green Strategy)
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank
• Identify common customer service breakdown and drive relevant corrective measurements to ensure customer satisfaction
• Conduct data systems and service-related workshops and training interventions to improve customer service
•  Analyse relevant customer feedback systems and identify common trends using the CRM system
• Collaborate with key stakeholders to identify initiatives to ensure achievement of sales and service targets
• Support relevant areas to achieve sales and service objectives by highlighting gaps and opportunities
•  Improve client data on all client system used by Nedgroup Investments
•  Identify training courses and career progression for self through input and feedback from management
• Ensure all personal development plan activities are completed within specified timeframe
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders’ businesses by highlighting benefits in support of the implementation of recommendations.

Job Responsibilities Continue

• Drive activation and entrench sales to improve revenue generating accounts
• Focus on portfolio tilt and drive relevant products to increase revenue
• Plan and implement local area marketing activities
• Identify gaps in sales performance and provide training to impacted staff
• Drive strategic sales levers by observing; coaching and testing for understanding
• Increase sales by researching market and identifying sales opportunities and ensuring fulfillment
• Drive daily sales disciplines by identifying shortfalls and ensuring corrective action is taken
• Improve productivity and participation through daily focus on sales levers
• Measure and drive sales leads and usage of relevant sales systems to improve cross selling opportunities
• Improve cross sell through driving digital enticement by identifying lost opportunities and communicating these to relevant stakeholders
• Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned
• Identify training courses and career progression for self through input and feedback from management
• Ensure all personal development plan activities are completed within specified timeframe
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders’ businesses by highlighting benefits in support of the implementation of recommendations.

People Specification

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic.  Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role, we are looking for:

• High standard of personal presentation
• Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges
• Ability to deal with people both within the organisation and external customers.

Essential Qualifications – NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Commerce degree in Finance or Investments
 

Essential Certifications

Preferred Certifications

Microsoft Office CRM certification
 

Minimum Experience Level

3-5 years in Asset management experience

Technical / Professional Knowledge

• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Nedbank policies and procedures
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Cluster Specific Operational Knowledge
• Credit and risk Knowledge

Behavioural Competencies

• Building Partnerships
• Earning Trust
• Energy
• Facilitating Change
• Innovation
• Work Standards
• Planning and Organizing
• Customer Focus

Behavioural Economics Graduate

Job Purpose

Nedbank is inviting ambitious, driven individuals eager to commence their career journey in behavioural economics to apply for our comprehensive Behavioural Economics Graduate Program. We are seeking a forward-thinking graduate, keen to leverage their skills to drive positive change and contribute meaningfully to helping our clients manage their money better.

This opportunity places you at the core of our strategic business objectives, enabling you to conduct in-depth research and provide beneficial insights to help shape our products and services. As part of this program, you form part of a team of trusted advisor, offering high-quality data and analysis that align seamlessly with our organisational vision, enhancing our client insights and fortifying our competitive edge.

With a focus on qualitative and quantitative research and experiments, you will delve into complex analysis, synthesising your findings into actionable recommendations to facilitate strategic, data-driven business decisions. This pivotal role will see you collaborating with diverse stakeholders, providing valuable insights and analyses in service of delivering a leading customer experience. 

Join our team and leverage your unique capabilities to make a palpable impact in the field of behavioural economics, promoting financial well-being for our clients and contributing to the ongoing success of our organisation. We eagerly anticipate your application and look forward to fostering your development as an expert in your field.

Job Responsibilities

• Support the Behavioural Economics unit within Nedbank Retail and Business Banking to apply behavioural science to the design and execution of better money management solutions for clients across the bank. 
• Undertaking research, designing behavioural interventions, and undertaking business experiments to measure the impact of proposed solutions on client behaviours 
• Conduct literature reviews on existing behavioural science evidence on financial decision making and related behavioural interventions.
• Effectively package and communicate the findings of primary and secondary research to business units.
• Support training to business units on behavioural insights relevant to their business units.
• Support the effective knowledge management and curation of primary and secondary research through an online library and internal newsletter.
• Meet internal and external client needs by delivering quality and original research.
• Establish relationships with clients through constant engagement.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).
• Mitigate risk by managing research databases and meeting compliance and regulatory requirements through consultation with Compliance Division.
• Assist in positioning the BE Unit as valued business partner through proactive engagement and networking with internal and external stakeholders.
• Build and manage vendor relationships through engagement regarding business needs.
• Monitor performance by aligning own contribution to delivery of departmental plan against expected outcomes.
• Utilise resources by prioritising available resources versus stakeholder and regulatory requirements while being cognisant of cost.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned. Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframe.
• Resolve work obstacles by managing on a case-by-case basis and early escalation where required.
   

Essential Qualifications

• Hons Degree in economics, psychology, anthropology or the social sciences

Preferred Qualification

Successfully completed:

• Master’s Degree in economics, psychology, anthropology, or social sciences
• For psychology students if you want to register with the HPCSA you will have to do your own tailored programme 

Minimum Requirement

You must: 
•    18 and above
•    be passionate about behavioural economics & behavioural science. 
•    Have a background in research; and
•    have a clear criminal and credit record.

Type Of Exposure

• Building and maintaining effective relationships with internal and external stakeholders 
• Analysing and interpreting quantitative and qualitative data 
• Interacting with various levels of management 
• Managing multiple projects 
• Communicating complex information orally and in writing 
• Identifying trends and evaluating opportunities
• Facilitating learning sessions on Behavioural Economics to business stakeholders

Recoveries and Collection Specialist

Job Purpose

To execute the compliance function for Collections and Recoveries through monitoring; exception reporting and developing networks; providing advice to minimise regulatory; reputational and compliance risk and endeavour to avert potential litigation /penalties and ultimately increase shareholder value for the Bank.

Job Responsibilities

• Contribute to achievement of Business Unit objectives and financial results by providing the appropriate information timeously to relevant operational areas and sharing knowledge and insight where required.
• Ensure delivery of quality service by setting quality assurance standards aligned to business strategy and in line with Best Practice, ensuring data integrity through spot checks and self-reviews and using the appropriate communication channels. 
• Ensure to obtain stakeholders buy-in by understanding stakeholder expectations, providing regular feedback, recommending appropriate solutions and assisting in the implementation and monitoring of outcomes.
• Build and maintain relationships with internal and external stakeholders by identifying needs and operating within Service Level Agreements (SLAs) and deadlines.
• Build trusting working relationships by regular communication, giving constant feedback and supporting others.
• Contribute to mitigation of risk by gathering and analysing data, identifying the risks, communicating and presenting findings, develop, implement and monitor appropriate solutions.
• Review and enhance processes and systems by identifying and recommending areas of improvements and making submissions to the relevant parties.
• Monitor adherence to regulations, policies and procedures by gathering and analysing management information, identifying non-adherence, communicating and formulating appropriate solutions.
• Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframe.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders’ businesses by highlighting benefits in support of the implementation of recommendations.  
• 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 responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

Minimum Experience Level

3 – 5 years industry related experience

Preferred Qualification

Relevant Bachelors Degree in Law, Credit, Banking and/or Finance.

Technical / Professional Knowledge

• Banking procedures
• Business principles
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Industry trends
• Principles of project management
• Relevant regulatory knowledge
• Research methodology
• Decision-making process

Behavioural Competencies

• Communication
• Decision Making
• Building the Sales Organization
• Managing Work
• Quality Orientation
• Technical/Professional Knowledge and Skills

Specialist Recon Support & Exceptions

Job Purpose

To provide quality and accurate business administrative support services to internal and external stakeholders enabling Nedbank to achieve its business goals.

Job Responsibilities

• Stay abreast in field of expertise and deliver on the expectations from stakeholders by building 
• capability of self and staff through identifying current and future training and development needs.
• Contribute to team effectiveness by following the recruitment process when recruiting talent. Maintain 
• a capable high performing team and ensure an environment for optimal performance is created by 
• identifying talent pool through conducting career conversations; utilising the talent grid principles and 
• developing talent retention programmes (e.g.. rotation).
• Manage quality of work by ensuring process standards are implemented and continuously met and 
• corrective action where necessary. Drive operational improvement by identifying and implementing 
• appropriate solutions Minimise expenses by using cost effective processes and staying within the 
• operational budget
• Ensure turnaround times are met through processing financial transactions within the Service Level 
• Agreement (SLA) requirements Ensure effective management of work by adhering to stipulated 
• timeframes and quality delivery of work
• Non straight through processing of cross border and local payments remediation
• Facilitating the process of funds returned back to source
• Adherence to Service Level Agreements
• Internal Stakeholders engagements to remediate exceptions
• Prioritisation of First Call Resolution Queries – direct client impact

Essential Qualifications – NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Diploma: Financial Management / Diploma in Business Administration

Minimum Experience Level

• In depth knowledge of cross border and local outgoing and incoming payments
• In depth knowledge of the SWIFT framework for query resolutions
• Compliance and adherence to Exchange Control Rulings and Regulations.
• Advantageous to have experience on the internal processing systems – LSI, MCA,FACTS,GPS, GPI Tracker
• Understanding of the financials flows over Vostro and Nostro accounts.
• Awareness of the new message standards – ISO20022

Technical / Professional Knowledge

• Administrative procedures and systems
• Banking knowledge
• Banking procedures
• Business terms and definitions
• Data analysis
• Relevant regulatory knowledge
• Business writing skills
• Product Knowledge
• Relevant system knowledge
• Governance, risk and controls

Behavioural Competencies

• Communication
• Collaborating
• Customer Focus
• Initiating Action
• Work Standards
• Managing Work

Client Advisor

Job Purpose

Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share.

Job Responsibilities

Client Engagement:

• Respond to client needs by offering the right service and solution.
• Build client trust by applying your expertise and experience to do good for your client.
• Educate clients and potential clients on how to subscribe and service their account.
• Treat clients with respect, build trust, show care and humility in all client interactions.
• 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.
• Entrench clients and deliver value through cross selling.
• Facilitate the sales process by informing clients of the product features and benefits.
• Document client needs analysis and provide corresponding 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, secure, alternative, cost effective, time saving and convenient self-service channels.
• Collaborate with internal stakeholders to provide complete financial solutions for clients.
• Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems.
• Ensure clients are onboarded in line with Nedbank’s product strategy, policy, and procedure.
• Act with a client first mindset in all client engagements.

Nedbank Goals:

• Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures, and policies.
• Develop, retain, and grow the business by delivering against individual and team goals that support a positive client experience.
• 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.
• Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
• Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
• Support the achievement of the sales and service strategy objectives and values.
• Enable Nedbank’s strategy of being financial experts who do good.
• Covert leads into sustainable business for Nedbank in a responsible manner.

Risk and Compliance:

• Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
• Report suspicious transactions to the relevant department.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications, and training material.
• Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultra-violet lights to identify false identity documents).
• Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation.

Essential Qualifications – NQF Level

• Diploma

Preferred Qualification

FAIS Approved Qualification

Minimum Experience Level

Must have 1 – 2 years Retail/Banking Client Service, Sales, Relationship experience

Technical / Professional Knowledge

• Product sales skills
• Sales Strategies
• Product Knowledge
• Customer service principles
• Nedbank policies and procedures
• Customer relationship management

Behavioural Competencies

• Building Customer Loyalty
• Building Trusting Relationships
• Sales Persuasion
• Technology Savvy
• Planning and Organizing
• Adaptability
• Applied Learning

BI Data Analyst

Job Purpose

To support and maintain the data warehouse in line with the data model; metadata repository and to provide business intelligence analysis through performing strategic and operational support.

Job Responsibilities

• Structure data into compliance standards by adhering to metadata governance procedures according to Nedbank documented standards and formats.
• Manage final transformed data content by complying to prescribed standards for reviewing and publishing.
• Assist/govern population of datamart and metadata repository by complying to standards, systems, processes and procedures.
• Support business units by providing consulting services that delivers data and information relevant to their business.
• Contribute to internal/external information sharing sessions by attending formal and informal meetings.
• Manage vendor relationship interactions by conforming to vendor management office guidelines and principles.
• Deliver work according to customer expectations by prioritizing, planning and implementing requirements.
• Utilize resources by adhering to standards, policies and procedures.
• Align and continuously improve set processes by identifying innovation opportunities.
• Identify and mitigate risk by executing within governance.
• Resolve incidents by logging and tracking through correct channels.
• 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.
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced and certifications obtained and/or maintained within specified time frames.
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.  
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
• Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.

Minimum Experience Level

• 8 years relevant experience of which 3-5 years experience is in a data management /business role
• SQL experience and SSIS experience

Essential Qualifications – NQF Level

• Diploma

Preferred Qualification

• Degree in Information Technology or Business Management, Mathematical/Statistics

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
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Business writing skills
• Cluster Specific Operational Knowledge

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