Sales Consultant -X5

Position: Sales Consultant


  • George, ZA
  • Oudtshoorn, ZA
  • Dutywa, ZA

Total Business Banking and Retail – Consumer Channel 

Johannesburg Northern Suburbs – Gauteng 

Job Purpose

To market, sell, and cross-sell Nedbank products, In-Branch, to meet the needs of Retail Business Banking (RBB) clients; to retain and grow client base; to achieve and meet business objectives through identifying and fulfilling client financial needs and to provide consistent excellent client service.

Job Responsibilities

  • Deliver and achieve all in-branch daily, weekly and monthly sales opportunities by following business unit sales strategy. Ensure technical, company standards and practices are met by vetting the accuracy and quality of applications and security documentation within sales portfolio
  • Deliver agreed results through input to client financial analysis, making recommendations to credit, monitoring that security documentation are completed and returned to admin team and by confirming
  • Obtain referrals from existing clients and in branch staff through collaboration.
  • Market financial products to new and existing clients and stakeholders through the identification of client needs and by matching product to the need. Educate clients on the product offering by presenting them with the relevant information. Ensure retention of clients full banking relationship through client service and client contact. Plan and implement effective prospecting activities by identifying and responding to business opportunities.
  • Ensure all client details are correct by capturing details correctly at application stage.
  • Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
  • Finalize client transactions by ensuring client signature for the final product accepted. Ensure effective administration and controls in branch portfolio by checking securities and complying with FICA & FAIS requirements. Meet requirements of product applications by providing all required documentation.
  • Bank queries and Bank Codes. Resolve client queries by following business procedure and keeping client informed. Act as client’s banking partner by taking responsibility for providing regular feedback

Minimum Experience Level

  • 2-3 years’ Retail Banking experience a must
  • 1-2 years’ experience Sales Consultant as in the financial sector essential
  • Exposure to Small Business Services clients would be an advantage

 Minimum Requirements 

  • NQF Level 5 or Higher in a Financial or Banking related field essential
  • Must have a FAIS Complaint qualification (Min 120 Credits)
  • Matric / Grade 12 / National Senior Certificate
  • Regulatory Examination 1 would be an advantage

Type Of Exposure

  • Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
  • Checking accuracy of reports
  • Managing conflict situations
  • Sharing information in different ways to increase stakeholders understanding
  • Building and maintaining effective cross-functional relationships with internal and external stakeholders
  • Managing customer expectations
  • Working in a fast-paced and changing environment

Technical / Professional Knowledge

  • Banking knowledge and procedures
  • Banking procedures
  • Business principles, terms, and definitions
  • Data analysis
  • Governance, Risk and Controls
  • Relevant regulatory knowledge

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