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Client Liaison Specialist: Banking

2 months ago

Durban, KwaZulu-Natal, South Africa Nedbank Full time
Job Overview

We are seeking a skilled Client Liaison Specialist to join our team at Nedbank Private Wealth. As a key member of our sales and service team, you will be responsible for providing personalized advice, financial solutions, and exceptional client service to our clients.

Key Responsibilities
  • Respond to client needs by offering tailored solutions and services.
  • Nurture strong, long-standing client relationships through effective communication and relationship-building.
  • Educate clients on the convenience, security, and functionality of self-service solutions.
  • Provide knowledgeable client service that fosters mutual trust and confidence.
  • Discover client 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.
  • Fulfill clients' needs through documenting needs analysis and providing suitable financial product solutions.
  • Obtain referrals from existing clients and 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 solutions 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.
Requirements
  • Advanced Diplomas/National 1st Degrees
  • FAIS Approved Qualification
  • Minimum 3-6 years of Retail/Banking Client Service, Sales, and Relationship experience
Technical and 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