Client Liaison Specialist: Banking

2 months ago

Durban, South Africa Nedbank Full time

**Job Classification**
- Requisition: 136074- Role: Client Liaison Specialist: Banking (KZN)- Closing Date: 26 September 2024- TA: Nozi Masabalala- Division: Nedbank Private Wealth- Employment Equity Statement: Preference will be given to individuals from underrepresented groups.- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - Yes**Job Purpose**
- To provide personalised advice, financial solutions, client service and educate clients on the convenience, security and functionality of self-service solutions, in order to meet business goals and exceed client expectations.**Responsibilities**:

- Client Engagement:
- 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.
- 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.
- 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.
- Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
- Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
- Achieve business objectives and identify and execute on quality sales leads.
- 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.
- 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.
- Essential Qualifications - NQF Level- Advanced Diplomas/National 1st Degrees
- Preferred Qualification- FAIS Approved Qualification- Minimum Experience Level- 3 - 6 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
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_

  • Freight Industry Client Liaison

    3 weeks ago

    Durban, KwaZulu-Natal, South Africa MSP Staffing LTD Full time

    Freight Industry Client LiaisonWe are seeking a highly motivated Logistics Client Service Specialist to join our team at MSP Staffing LTD in a Supply Chain Management role. The ideal candidate will have a strong academic background in Logistics or a related field, with a minimum of 5 years of experience in Freight Forwarding and Clearing.RequirementsRelevant...

  • Client Liaison Specialist: Wealth Management

    4 weeks ago

    Durban, KwaZulu-Natal, South Africa Nedbank Full time

    Job OverviewWe are seeking a skilled Client Liaison Specialist to join our team at Nedbank. As a key member of our client service team, you will be responsible for providing financial solutions to Wealth Managers and delivering exceptional client service.Key ResponsibilitiesRespond to client needs by offering the right service and solution.Nurture strong,...

  • Client Success Liaison

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Sandi Crowther Recruitment Full time

    Are you a seasoned professional with a passion for delivering exceptional client experiences? If so, we may have the perfect opportunity for you!We're seeking a highly motivated Client Success Liaison to join our team at Sandi Crowther Recruitment.As a Client Success Liaison, you will be responsible for building and maintaining strong relationships with our...

  • Client Contact Liaison Specialist

    3 weeks ago

    Durban, KwaZulu-Natal, South Africa Employ Africa Full time

    Employ Africa is seeking a skilled Client Contact Liaison Officer to contribute to our Client Solutions Team's growth and development.Key Responsibilities:Utilize client data and insights to establish meaningful connections with potential clients.Engage in persistent and professional interactions with clients to promote Employ Africa's services.Develop and...

  • Business Development Liaison Specialist

    11 hours ago

    Durban, KwaZulu-Natal, South Africa beBee Professionals Full time

    Job OverviewBeBee Professionals is seeking a skilled Business Development Liaison Specialist to enhance our client relations in Durban. This role involves delivering exceptional customer service and nurturing long-term relationships with clients.

  • Portfolio Management Liaison Specialist

    11 hours ago

    Durban Western Suburbs, South Africa Catch Recruit Full time

    Job Overview: We are seeking a highly skilled Portfolio Management Liaison Specialist to join our team at Catch Recruit. This role will be responsible for providing exceptional client service and support to our portfolio managers and clients. About the Role: As a Portfolio Management Liaison Specialist, you will play a critical role in ensuring the smooth...

  • Senior Business Development Liaison Specialist

    3 days ago

    Durban, KwaZulu-Natal, South Africa Employ Africa Full time

    Employ Africa is seeking a highly motivated and enthusiastic individual to contribute to the growth and development of our Client Solutions Team/Department.Job Title: Senior Business Development Liaison SpecialistSalary:We offer a competitive salary range of $60,000 - $80,000 per annum, depending on experience.Job Description:The Senior Business Development...

  • Representative Liaison Specialist

    1 day ago

    Durban, KwaZulu-Natal, South Africa Numeral XII (Pty) Ltd. Full time

    Company Overview:Numeral XII (Pty) Ltd. is a dynamic organization seeking a skilled Representative Liaison Specialist to join our team.Salary: R30.00 - R45.00 per hourJob Description:The successful candidate will be responsible for representing our brand at various events, online, and in the community.Key Responsibilities include:Engaging with potential...

  • Pa/client Liaison

    5 months ago

    Durban, South Africa Workspace Recruitment Full time

    **Job Title: Personal Assistant/Client Liaison** **Company**: High-End Mirror Manufacturing Company **Location**: Durban **Overview**: **Responsibilities**: **Client Facing**: - Act as the primary point of contact for both new and existing Arkivio clients. - Guide clients through the entire Arkivio client journey, from onboarding to final delivery and...

  • Logistics Client Liaison

    1 month ago

    Durban North, KwaZulu-Natal, South Africa Rhenus Logistics Full time

    Main Purpose:As a key member of our Rhenus Logistics team, you will serve as a dedicated client liaison, responsible for managing shipping requirements for a portfolio of clients. Your primary goal is to ensure that all clients' needs are met, fostering strong relationships and driving business growth.Key Responsibilities:Proactively communicate with clients...

  • Freight Industry Client Liaison

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa MSP Staffing LTD Full time

    We are seeking a highly motivated Freight Industry Client Liaison to join our team at MSP Staffing LTD. The ideal candidate will have a relevant tertiary qualification in Logistics or Supply Chain Management, as well as advanced computer literacy. Minimum of 5 years experience in Freight Forwarding and Clearing, with at least 2 years of client interfacing or...

  • Commercial Banking Specialist

    4 days ago

    Durban, KwaZulu-Natal, South Africa Bidvest Bank Full time

    OverviewBidvest Bank is a leading financial institution that offers a range of banking services to individuals and businesses.SalaryThe estimated salary for this role is R600,000 - R800,000 per annum, depending on experience.Job DescriptionWe are seeking an exceptional Commercial Banking Specialist to join our team. The successful candidate will be...

  • Client Service Liaison

    4 weeks ago

    Durban, KwaZulu-Natal, South Africa Pillango Placements Full time

    Job SummaryPillango Placements is seeking a skilled Client Service Liaison to facilitate seamless interactions between clients and our bureau. As a key member of our team, you will play a pivotal role in ensuring the conversion of sales to satisfied clients.Key ResponsibilitiesAct as the primary point of contact for clients throughout the onboarding...

  • Freight Industry Client Liaison

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa MSP Staffing LTD Full time

    We are seeking a highly motivated Freight Industry Client Liaison to join our team at MSP Staffing LTD. The ideal candidate will have a Relevant tertiary qualification in Logistics, Supply Chain Management, or a related field, along with Advanced computer literacy and Comprehensive knowledge of all transport modes.The successful candidate will have a minimum...

  • Client Liaison Specialist: Investments

    2 months ago

    Durban, South Africa Nedbank Full time

    **Job Classification** - Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)**Job Purpose** - To provide financial solutions to Wealth Managers, client service and educate clients on the convenience, security and functionality of self-service solutions, in order to meet business goals and exceed client...

  • Agronomist Liaison Specialist

    11 hours ago

    Durban, KwaZulu-Natal, South Africa Mayfly Agri (Pty) Ltd Full time

    Company Overview">MAYFLY AGRI (PTY) LTD is a leading agricultural solutions provider seeking an experienced Agronomist Liaison Specialist to join our team.">Salary: R550,000 - R700,000 per annum">Job Description">The successful candidate will be responsible for building and managing fruitful relationships with clients, providing professional fertilization...

  • Outbound Client Liaison Specialist

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Pillango Placements Full time

    At Pillango Placements, we are seeking a skilled Client Onboarding Specialist to join our team. In this pivotal role, you will serve as a facilitator between the client and our bureau, ensuring fast and sustained conversion of sales to satisfied clients.The ideal candidate will possess in-depth knowledge of the medical services claims industry and healthcare...

  • Ir & Community Liaison Specialist (Lng-richards Bay)

    6 months ago

    Durban, South Africa Vopak Full time

    Durban Human Resources 40 hours **Description of** **this vacancy**: Start your career as an IR & Community Liaison Specialist at Vopak and contribute to social themes such as energy security and energy transition. We offer you a working environment that is safe and pleasant and where equality, diversity and satisfaction are of paramount importance. As...

  • Private Banking Analyst Private Clients

    5 months ago

    Durban, South Africa FirstRand Full time

    Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Hello...

  • Financial Services Client Liaison

    2 weeks ago

    Durban Western Suburbs, South Africa Catch Recruit Full time

    About the Role:We are seeking a highly skilled and experienced Client Services Liaison to join our team at Catch Recruit. The successful candidate will be responsible for providing exceptional client service and support to our clients, ensuring that their needs are met and exceeded.Key Responsibilities:Client Services: Provide timely and effective client...