Principal Transactional Services Sales Lead, Cape Town
Nedbank · Cape Town, Western Cape
Overview
Nedbank is looking for a senior sales professional to own the Transactional Services agenda for a portfolio of clients in Cape Town. You will lead client relationships, structure complex treasury and working capital solutions, and drive revenue growth. This is a strategic role for someone with deep banking sales experience who can mobilise teams and close high value deals.
About the role
As the Principal for Transactional Services Sales at Nedbank in Cape Town, you will be the senior relationship lead for an assigned portfolio of clients. Your main focus will be on understanding client treasury and working capital needs and converting those into sustainable, profitable solutions for the bank.
You can expect to:
- Develop and execute client level strategies and account plans that align with the client's business priorities.
- Originate and qualify new opportunities using sector, market and client insight.
- Lead strategic advisory discussions with clients across cash management, payments, liquidity, trade, working capital and digital channels.
- Shape integrated multi product propositions and lead commercial structuring, pricing and negotiations.
- Maintain accurate pipeline forecasts and drive opportunities through to closure and handover.
- Mobilise internal partners across product, credit, legal, operations and technology to deliver client outcomes.
- Monitor revenue realisation and identify cross sell and expansion opportunities.
Applications are handled through Nedbank's official careers portal. Use the apply button below to submit your application on their system.
Requirements
- A professional qualification and/or an Honours degree is essential.
- 7 to 10 years of experience in a relevant product area, Transactional Services, banking sales, treasury or working capital, including senior client engagement and complex opportunity origination and conversion.
- Strong understanding of Working Capital lending solutions and Transactional Banking or Transactional Services solutions.
- Deep knowledge of sales strategy, client targeting, account planning and portfolio management.
- Experience in commercial structuring, pricing and profitability analysis.
- Strong stakeholder engagement and cross functional orchestration skills.
- Ability to use CRM, data and digital insights to improve sales effectiveness.
- Good understanding of banking procedures, relevant legislation and risk management frameworks.
Responsibilities
- Own the Transactional Services client agenda and develop client level strategies and account plans.
- Originate and qualify opportunities by using sector, market and client insight to prioritise activity.
- Lead insight led advisory sessions with clients to diagnose treasury and working capital needs.
- Translate client needs into multi product propositions and work with product specialists to confirm feasibility.
- Develop commercial strategy and pricing recommendations and secure required approvals.
- Lead senior client presentations, complex negotiations and contract closures.
- Maintain accurate pipeline records and forecasts, prioritising activity and addressing dependencies.
- Mobilise internal teams across product, credit, legal, implementation and operations to deliver client outcomes.
- Ensure a complete handover to delivery teams with confirmed scope, pricing and target dates.
- Monitor revenue realisation and identify retention, cross sell and expansion opportunities.
- Maintain risk and conduct discipline in line with legal and regulatory requirements.
- Use CRM and data insights to improve targeting and sales productivity.
Job details
- Organisation
- Nedbank
- Location
- Cape Town, Western Cape
- Job type
- Full time
- Experience level
- Senior (7+ years)
- Education
- Honours
- Category
- Banking & Insurance
- Posted
- 6 November 2026 (1 day ago)
- Application Method
- Apply online
Success Guide
This is a senior sales role at Nedbank, so your application needs to show more than just banking knowledge. You will need to demonstrate how you have managed complex client relationships, structured deals and delivered revenue growth. When preparing your CV, highlight specific examples of working capital or transactional services solutions you have sold to clients. Also be ready to speak about how you collaborate with internal teams like credit, legal and product. The interview process will likely include discussions about real client scenarios and how you approach negotiations. Show that you understand the Cape Town market and the sectors that matter there. Bring your track record, your numbers and a clear way of explaining how you turn client conversations into bank revenue.
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