Banking Analyst

Nedbank's job vacancy, Career and Recruitment

Job title : Banking Analyst (Gauteng) jobs in Gauteng

Job Location : Gauteng, Johannesburg

Deadline : April 20, 2024

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Job Purpose

To provide sales support services to private bankers and high net worth clients

Job Responsibilities

Build relationships with private bankers.
Be aware of all sales written to target at any point in time.
Identify leads, cross sell and up sell opportunities.
Keep track of deals in the pipeline. Follow up on inflows and outflows.
Ensure that information pertaining to private bankers are accurate on all systems.
Build relationships with clients and gain an in depth understanding of their private banking needs.
Ensure that accurate client data is maintained on all systems.
Support the completion of quality client reviews timeously.
Comply with all regulatory operational procedures.
Manage risk by following the authentication process.
Support the client experience by adhering to the onboarding, maintenance and offboarding client processes.
Meet internal service level agreements.
Manage risk by protecting client confidentiality through compliance with Protection of Personal Information Act.
Comply with standards, policies and procedures prior to submitting to the operational teams for vetting.
Recommend improvements to processes and standard operating procedures.
Ensure that own contribution and participation contributes to the achievement of team goals.
Create and manage own career through guidance and support of management, department and colleagues.
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.
Understand and embrace the Nedbank Vision and Values by demonstrating the values through interaction with team and stakeholders.
Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (for example: staff surveys).
Participate and support corporate social responsibility initiatives for the achievement of business strategy.

Minimum Experience Level
1-3 years' experience in a client relationship role in financial industry

Essential Qualifications – NQF Level
Matric / Grade 12 / National Senior Certificate

Preferred Qualification
Certificate: Banking.
RE5
Technical / Professional Knowledge
Microsoft Office
Administrative procedures and systems
Data analysis
Business writing skills
Relevant regulatory knowledge

Behavioural Competencies
Building Customer Loyalty
Initiating Action
Applied Learning
Communication
Technical/Professional Knowledge and Skills
Managing Work

*Banking jobs in south africa
*Banking Analyst (Gauteng) in Johannesburg

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