Client Liaison Specialist: Banking

3 days ago

Pietermaritzburg, KwaZulu-Natal, South Africa Nedbank Full time

Job Classification

Requisition Melissa Cloete

Business Unit - Nedbank Private and Wealth: High Net Worth

Location - Nedbank Pietermaritzburg Office (Hybrid - 3 days in office)

Closing Date - 20 November 2025

Employment Equity - Preference will be given to Applicants from Underrepresented Groups

Job Family

Sales and Services

Career Stream

Client Service

Leadership Pipeline

Manage Self: Professional

Job Purpose

To build and maintain strong relationships with our business clients through superior and hassle-free service in order to differentiate Nedbank as the banking partner of choice.

Job Responsibilities

  • Consistently ensured work completed to plan; progress reviewed and corrective action taken.
  • Resource utilisation produced balanced output i.e. quality; cost; business expectations and compliance.
  • Complied with risk standards; monitored and corrective action taken.
  • Identified and resolved work obstacles and problems effectively and had contingency options to deliver required output.
  • Contributed to the crafting of polices; procedures; standards; processes; etc.
  • 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.
  • Initiate sales process by identifying opportunities for additional product or service sales.
  • Facilitate sales process by defining bank's fulfilment requirements for the client and gathering required documents to conclude the deal.
  • Provide after-sales service to bank's business clients by responding to their queries and requests in an efficient and timely manner.
  • Make suggestions to improve customer satisfaction by identifying trends in customer queries and complaints and reporting these to the relevant stakeholders.
  • Manage business risk by adhering to security and compliance requirements and bank's policies and procedures and ensuring that relevant documents are in place.
  • Manage operational risk by following appropriate process.
  • Manage client expectations by clearly explaining process and timelines.
  • Build a trusting relationship with clients by responding to queries and requests promptly.
  • Maintain strong client relationships by proactively initiating interactions regularly.
  • Nurture collaborative relationship with internal partners by referring new potential business and facilitating end-to-end process of products.
  • Develop a network of internal and external service providers by identifying individuals who can assist with meeting client's needs and interacting regularly with them.

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Appropriate National Certificate or Diploma.

Minimum Experience Level

3 years Client Liaison/Customer Services experience within a Banking environment is essential.

Technical / Professional Knowledge

  • Cluster Specific Operational Knowledge
  • Relevant regulatory knowledge
  • Industry trends
  • Business terms and definitions
  • Communication Strategies
  • Relevant software and systems knowledge
  • Decision-making process
  • Banking knowledge
  • Governance, Risk and Controls
  • Banking procedures

Behavioural Competencies

  • Advancing Sales Discussions
  • Building Customer Loyalty
  • Work Standards
  • Collaborating
  • Communication
  • Managing Work

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Please contact the Nedbank Recruiting Team

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