17 Banking jobs in Durban

• Business Commerce Degree
  
  

• 5-7 years Experience in client facing role including sales, credit and relationship management
• Relationship Banking (Client Coverage)
• Business & Commercial Banking
  
  

• Articulating Information
• Convincing People
• Developing Expertise
• Directing People
• Establishing Rapport
  
  

• Banking Process & Procedures
• Business Process Improvement
• Client Knowledge
• Client Retention
• Risk Awareness
  
  

Business Segment: Business & Commercial Banking

To lead and manage the Enterprise Direct capability in a Province; to deliver the Provincial Enterprise Direct capability value proposition for Enterprise Direct. To support the Head, Enterprise Direct to drive and deliver a value adding sales and service solutions directed by the Enterprise Direct value proposition, that will grow the customer base. To ensure the day-to-day Enterprise Direct operations managed through effective coordination between all value chain functions.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce (FAIS required)

Experience Required

1. 8-10 years proven successful sales track record in the financial services industry.
2. Advanced product knowledge including specialized products and financial structures.
3. Advanced experience and knowledge in Credit and Compliance matters.
4. Negotiating skills and conflict handling.
5. Significant people management experience, leading teams and motivating people.

Business Segment: Business & Commercial Banking

To provide an administration function for the Relationship Manager for all sales and service requirements, including deal preparation. To monitor performance of an allocated portfolio in alignment with Commercial Client requirements. To provide an overall credit origination and risk management function for the portfolio. Accountable for sound portfolio management and ensuring sales opportunities are leveraged.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce

Experience Required
Relationship Banking (Client Coverage)
Business & Commercial Banking
5-7 years
Experience as an account analyst or similar position to gain exposure to lending principles and customer service or experience in credit or retail credit collections as a credit analyst responsible for assessing credit applications. Relevant intermediary experience in respect of the FAIS product subcategories applicable to this role.

Additional Information

• Adopting Practical Approaches
• Articulating Information
• Checking Things
• Directing People
• Banking Process & Procedures
• Customer Acceptance & Review (Business Banking)
• Product Knowledge (Business Banking)
• Product Related Systems (Business Banking)

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or

Business Segment: Business & Commercial Banking

To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales and service fulfilment aligned to segment targets.

1. Educational Requirements and Experience

• Bachelor’s Degree: A minimum of a bachelor's degree in a relevant field is typically required. This may include:
• Finance
• Business Administration
• Accounting
• Economics
• Banking and Financial Services
• Mathematics or Statistics (for roles involving more data analysis)
• Certification: FAIS

Experience in Enterprise Banking (or Business Banking): Familiarity with the products and services offered to businesses (e.g., loans, credit, treasury services) and an understanding of the specific challenges faced by enterprises of different sizes.

• Adopting Practical Approaches
• Articulating Information
• Checking Things
• Developing Expertise
• Account Opening & Maintenance
• Product and Services Knowledge
• Product Related Systems (Business Banking)

Business Unit - Nedbank Private and Wealth - High Net Worth

Closing Date - 8 August 2025

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

Sales and Service

Manage Self: Technical (MST)

To provide personalised advice, financial solutions, client service and educate clients on the convenience, security and functionality of self-service solutions, in order to meet business goals and exceed client expectations.

Client Engagement:

• Respond to client needs by offering the right service and solution.
• Nurture strong, long-standing client relationships.
• Educate clients and potential clients on how to subscribe and service their account.
• Educate clients on the convenience, security and functionality of self-service solutions.
• Provide knowledgeable client service that fosters mutual trust and confidence.
• Discover client's needs through connecting, understanding and delivering financial solutions with care.
• Provide financial strategies and advice using a holistic approach to help clients achieve their goals and grow financially.
• Own the client request end to end and route for alternative intervention if not equipped to service the client.
• Identify cross-selling opportunities through client engagement and quality conversations.
• Facilitate the sales process by informing clients of the product features and benefits.
• Fulfill clients' needs through documenting needs analysis and by providing suitable financial product solutions.
• Obtain referrals from existing clients as well as leads from other business units.
• Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests.
• Educate clients on the use of alternative, cost effective, time saving and convenient self-service channels.
• Provide complete solution to clients by networking and collaborating with internal stakeholders.
• Provide input into client financial analysis, make recommendations to credit and monitor the return of security documentation.
• Identify and recommend opportunities to enhance processes, systems and policies.

Nedbank Goals:

• Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures and policies.
• Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
• Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
• Achieve business objectives and identify and execute on quality sales leads.
• Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.

Risk and Compliance:

• Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
• Report suspicious transactions to the relevant department.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications and training material.

• Advanced Diplomas/National 1st Degrees

• 3 - 6 years Client Service experience within a Banking environment is essential
• Relationship Banking experience is essential

• Product sales skills
• Product Knowledge
• Customer service principles
• Nedbank policies and procedures
• Customer relationship management
• Building Customer Loyalty
• Building Trusting Relationships
• Technology Savvy
• Planning and Organizing

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

If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up.

Nedbank Ltd Reg No 1951/0009/06.
Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at +27 860 555 566

Business Segment: Business & Commercial Banking

To provide an administration function for the Relationship Manager for all sales and service requirements, including deal preparation. To monitor performance of an allocated portfolio in alignment with Commercial Client requirements. To provide an overall credit origination and risk management function for the portfolio. Accountable for sound portfolio management and ensuring sales opportunities are leveraged.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce Experience Required
Relationship Banking (Client Coverage)
Business & Commercial Banking
5-7 years
Experience as an account analyst or similar position to gain exposure to lending principles and customer service or experience in credit or retail credit collections as a credit analyst responsible for assessing credit applications. Relevant intermediary experience in respect of the FAIS product subcategories applicable to this role.

Additional Information

• Adopting Practical Approaches
• Articulating Information
• Checking Things
• Directing People
• Banking Process & Procedures
• Customer Acceptance & Review (Business Banking)
• Product Knowledge (Business Banking)
• Product Related Systems (Business Banking)

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or

Business Segment: Business & Commercial Banking

To create a localised capability of response and deliver improved financial performance, overall value generation objectives and client service for the KZN Commercial Banking Suite. Responsible for growth, sustainability and profitability of the Commercial Banking Suite income statement and balance sheet.

Type of Qualification: First Degree
Field of Study: Business Commerce

1. Relationship Banking (Client Coverage)
2. Business & Commercial Banking
3. 8-10 years
4. Appropriate experience within a banking environment.
5. Experience in or understanding of the requirements to own and manage an income statement and balance sheet.
6. Proven ability to effectively manage teams of professionals.

Business Segment: Business & Commercial Banking

To create a localised capability of response and deliver improved financial performance, overall value generation objectives and client service for the KZN Commercial Banking Suite. Responsible for growth, sustainability and profitability of the Commercial Banking Suite income statement and balance sheet.

Type of Qualification: First Degree
Field of Study: Business Commerce

1. Relationship Banking (Client Coverage)
2. Business & Commercial Banking
3. 8-10 years
4. Appropriate experience within a banking environment.
5. Experience in or understanding of the requirements to own and manage an income statement and balance sheet.
6. Proven ability to effectively manage teams of professionals.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

Job Description

Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff)

• Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business, and fully utilising Absa’s bancassurance structure.

• Assess client’s needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA.

• Prepare recommendation and quote for appropriate risk and investment solutions based on the client’s individual needs and profile.

• Present recommendation to clients, ensuring that all FAIS regulations are followed regarding advice given.

• Follow all the steps in the designated client engagement process as specified by Absa Advisers.

• Provide regular feedback to the Regional Manager on actions taken to progress the lead to business.

• Network, on an ongoing basis, with all stakeholders in Everyday Banking (PGM’s and Regional Managers) and elsewhere by attending their meetings and social gatherings to position the Absa Advisers' value proposition to the Bank and to the clients

Accountability: Meet sales and/or growth targets

• Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.

• Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.

• Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.

• Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to get a comprehensive view of the client's financial needs.

• Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.

• Generate and discuss a formal recommendation including product quote(s) for the client.

• On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).

• Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).

• Submit the proposal forms to the relevant product providers for processing.

• Ensure that the issued policy aligns to the recommended product.

• Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.

• Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.

• Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.

Accountability: Manage own commission earnings

• Capture the correct Policy Relevant Information (PRI) number on the Commission system.

• On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department. Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.

• Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.

Accountability: Practice Management

• Ensure that staff members (Adviser Assistants) have a clear understanding of their roles and responsibilities within the adviser practice.

• Arrange for staff members to receive the relevant training (Absa programs for the Interns) e.g., systems training, product training and operational training.

• Provide coaching and mentoring to assistant(s) with regards to facilitate knowledge and skills development.

• Participate performance development (PD) discussions as required by the Absa performance management standards.

• Take the necessary corrective actions in cases of underperformance in consultation with the Regional Manager. Implement controls with regards to compliant record keeping in accordance with minimum Absa business standards (i.e. FAIS, FICA, FSB and)

• Liaise with Provincial Operations Office) with regards to maintenance of systems and equipment and provision of other services

• Complete all the required compliance exams in the specified timeframes (e.g. Anti-Money Laundering, Sanctions, BCM, Basic Financial Crime Concepts).

• Remain fit and proper as required for FAIS flagged roles.

• Provide monthly feedback to the branch, and Business Bank, regarding non-interest income (seat costs) and cross-selling opportunities

• Segment the client base according to profile, income potential and commission income.

• Engage with business development strategies with the support of the Regional Manager and our practice management subject matter experts to maximise the sustainability of the adviser practice

Accountability: Personal Development

• Attend all the required training to attain accreditation to market Absa approved products.

• Attend all the requisite internal training (i.e FAIS-related programs/courses).

• Attain the required FAIS credits in order to attain Fit and Proper status

• Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency)

Education

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised