Forex Consultant – Grade 12 Prerequisite


Location: Durban, ZA

Description

Nedbank Recruiting

Advert Closing Date

Job Family

Sales and Services

Job Purpose

To create a unique client experience by attending to foreign and teller related transactions; client queries; banking requirements; the needs of clients and refer cross sell opportunities while mitigating risk and contribute to branch objectives.

Job Responsibilities

Operational Efficiencies – Authenticate clients and transactions by following relevant procedure and policies. Avoid and minimize losses and adhere to Reserve bank exchange control rules and regulations by following relevant internal procedures; in conducting all transactions. Prevent fraud; risks and losses by referring any occurrences outside of mandate or authentication procedure to relevant management. Mitigate risks and meet legislative requirements by updating; maintaining and/or referring client information records (e.g. FICA requirements).Provide client service and meet client’s identified needs (e.g. statements; queries) by following relevant processes.

Supported Transformation and Change – Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank culture building initiatives (e.g. Surveys ). Achieve business strategy (e.g. Green Strategy) by participating and supporting corporate responsibility initiatives. Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and add value to Nedbank. Act as Brand ambassador by displaying appropriate behavior and Nedbank values. Add value to Nedbank by supporting the implementation of new processes; policies and systems.

Provided Client Service – Deliver on identified client needs and requirements through client engagement (i.e. asking relevant questions); following the required processes and procedures; and by providing client feedback. Build and maintain client relationships by keeping clients informed of progress or action taken regarding their applications; queries and requests.

Quality Sales Leads – Identify quality sales leads and enable cross-selling (without advising) through client engagement; making suggestions; referring to the relevant department for action and by capturing it on the client management system. Meet client information needs and facilitate the processing of sales by informing clients of the details; processes and relevant documents required for interested product. Ensure client service and avoid destruction of aged stock and costs associated with reprinting and issuing by informing client of availability of printed stock awaiting collection (i.e. cheque books and cards).Reach individual and branch usage (touch points) targets by using the integrated banking system (IBS).

Managed Self – Remain current and stay abreast of Nedbank risk and compliance requirements by reading the relevant newsletters; websites and attending sessions. Create and manage own career through guidance and support of Team Leader; department and colleagues. Understand and embrace the Nedbank Vision and Values by demonstrating the values through interaction with team and stakeholders. Improve personal capability; stay abreast of developments in field of expertise and future growth by identifying training courses and career progression for self through input and feedback from management.

 

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Certificate: Banking , Diploma: Banking and Business

Minimum Experience Level

Preferable 6 – 12 months client service experience in a financial industry or bank teller experience.

Behavioural Competencies

  • Building Customer Loyalty
  • Applied Learning
  • Contributing to Team Success
  • Communication
  • Managing Work (includes Time Management)
  • Stress Tolerance
  • Quality Orientation

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