Personal Loans Consultant – Req 114397
Sales and Services
Closing Date
Job Family
Sales and Services
Career Stream
Leadership Pipeline
Manage Self Technical
FAIS Affected
FAIS Affected – Yes
Job Purpose
To retain, maintain and increase Nedbank’s client base through relevant need-based selling and servicing of financial products and services to the In-Retailer market segment.
Job Responsibilities
  • Deliver on agreed sales and service opportunities by selling Nedbank products in identified In-retailer stores and communities (i.e. Boxer and Personal Loans).
  • Accept and implement advice to fulfill on sales opportunities and through involving local the community.
  • Understand and meet the In-retailer market client need through conducting client needs-based analysis aligned to Nedbank procedures and the FAIS Act.
  • Create synergy and build relationships with internal stakeholders by participating in collaboration meetings and adhering to standard operating procedures.
  • Build and maintain internal and external vendor and supplier relationships by identifying improvement opportunities and by meeting with vendors and suppliers according to Service Level Agreements.
  • Ensure work completed to plan, progress reviewed and corrective action taken by monitoring activities, reviewing action plans and taking corrective action.
  • Deliver agreed results and create an environment in communities for selling Nedbank products and services by utilizing resources according to Nedbank policies and procedures.
  • Manage risk by meeting technical, company standards, practices and resource management (e.g. ultraviolet lights to identify false identity documents).
  • Comply with risk standards, monitor and ensure corrective action taken.
  • Resolve challenges in community sales areas through following managerial escalation channels and by maintaining a client centric approach.
  • Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
  • Support the achievement of the business strategy, objectives and values.
  • Stay abreast of developments in field of expertise.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities.
  • Contribute to the Nedbank Culture building initiatives (e.g. staff surveys etc.).
  • Participate and support corporate responsibility initiatives for the achievement of business strategy.
  • Seek opportunities to improve business processes, models and systems though agile thinking.
Minimum Experience Level
1-2 years experience in a customer service and/or sales environment, in a financial institution
Preferred Qualification
Diploma or Degree in Finance or FAIS-related qualification.
Essential Qualifications – NQF Level
  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
Type of Exposure
  • Working with a group to identify alternative solutions to a problem
  • Managing conflict situations
  • Communicating internally
  • Checking accuracy of reports and records
  • Building and maintaining effective relationships externally and internally
  • Managing customer expectations
  • Interacting with diverse people
  • Interacting with external clients
  • Working in a fast passed environment
  • Working in a team
Technical / Professional Knowledge
  • Business writing skills
  • Cluster Specific Operational Knowledge
  • Business terms and definitions
  • Governance, Risk and Controls
  • Administrative procedures and systems
  • Data analysis
  • Relevant software and systems knowledge
  • Banking knowledge
  • Banking procedures
  • Relevant regulatory knowledge
Behavioural Competencies
  • Sustaining Customer Satisfaction
  • Building Trusting Relationships
  • Driving for Results
  • Planning and Organizing
  • Building Networks
  • Qualifying Sales
  • Sales Persuasion
  • Targeting Sales Opportunities
EE Statement
Preference will be given to candidates from the underrepresented groups

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

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

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