Relationship Manager: RRB

Requisition Number 138972

Closing Date: 23 April 2025

Location: Plattekloof

Job Family: Sales and Services

Career Stream: Relationship Management

Leadership Pipeline: Manage Self Professional

FAIS Affected: Yes

To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent) by providing great client experiences and understanding client business and household banking needs.

• Acquire and deliver banking solutions to the high value client segment.
• Improve client service through delivering relevant products and services according to client needs.
• Maintain and build a portfolio of high value, complex clients.
• Unearth client sales/solution opportunities and execute on these opportunities.
• Undertake thorough needs analysis across all client spheres of financial influence.
• Respond within agreed timelines to tasks and responsibilities.
• Build and maintain effective professional relationships with high value profile clients.
• Deliver banking solutions that meet client needs.
• Understand client's business, personal, and household needs.
• Build sound and sustainable client relationships and instil trust among clients.
• Proactively engage clients in a relevant manner.
• Collaborate with specialists to cross sell and create value based solutions.
• Ensure work is completed to agreed principles, processes, and procedures.
• Comply with risk standards, policies, and procedures.
• Facilitate client compliance correctness in line with internal and regulatory standards.
• Contribute to the improvement of policies, procedures, standards, and processes.
• Understand the bank's risk and credit policy and manage client expectations.
• Obtain buy-in for developing new and/or enhanced processes.
• Comply with internal standard procedures to facilitate client requirements.
• Support the achievement of the business strategy and objectives.
• Identify training courses and career progression for self.
• Ensure all personal development plan activities are completed within specified timeframe.
• Share knowledge and industry trends with team and stakeholders.
• Contribute to a culture conducive to the achievement of transformation goals.
• Participate and support corporate responsibility initiatives.
• Seek opportunities to improve business processes and systems.

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

• Business or Finance related qualification.

• 5 years in a banking environment, with 2 years as a relationship banker.
• FAIS accredited.

• Microsoft Office
• Interpersonal Skills/Client Relationship
• Business writing
• Business terms and definitions
• Relevant regulatory knowledge
• Data analysis
• Business Acumen
• Decision-making process
• Principles of financial management
• Governance, Risk, and Controls

• Building Networks
• Building Trusting Relationships
• Business Acumen
• Driving for Results
• Global Perspective
• Portfolio Management
• Sustaining Customer Satisfaction
• Targeting Sales Opportunities

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Please contact the Nedbank Recruiting Team at +27 860 555 566