Sales Associate: Transactional Services at Nedbank, Cape Town

As a Sales Associate in Transactional Services at Nedbank in Cape Town, you will play a key role in driving client value and supporting the principal bankers to manage client relationships and grow the business. You will work in a fast paced banking environment where you engage with clients, prepare briefs, analyse their businesses, and help deliver solutions that meet their needs.

What you can expect in the role:

• Support the sales team in managing the transactional services profit and loss by growing the number of clients and increasing market share.
• Prepare client briefs and maintain consistent client engagements to build networks and create sustainable relationships.
• Run analysis to understand the client's business and ensure accuracy of client information on CRM systems.
• Collaborate with stakeholders across the bank to ensure commercialisation and compliance.
• Stay up to date with industry trends and legislation relevant to the sectors you support.
• Ensure adherence to risk, internal audit, and compliance requirements.

Application note: Please apply directly on Nedbank's official careers site using the application link provided. You may contact the Nedbank Recruiting Team at +27 860 555 566 for queries.

• Advanced Diploma or National First Degree at NQF Level 7 is essential.
• A relevant Honours degree, CA(SA), or CFA would be preferred.
• 3 to 5 years of relevant experience in financial services or another sector.
• Technical knowledge of digital culture, product knowledge, strategic planning, budgeting, change management, project management principles, leadership skills, risk management, performance management, and business principles.
• Behavioural competencies: customer focus, driving innovation, decision making, hyper collaboration, strategic influence, leadership disposition, creating a customer focused culture, driving cross functional partnerships, driving a high performance culture, creating alignment and accountability.

• Execute on the transactional services profit and loss by growing clients and increasing market share within Transactional Services and CIB.
• Support the budgeting process through pipeline development and conversion across sectors and clients.
• Manage the full transactional value chain and profitability of products in your sector and area of focus.
• Prepare client briefs and maintain consistent client engagements to build networks and create effective relationships.
• Meet the needs of new and existing clients through a sector specialist sales approach, increasing product penetration and share of wallet.
• Run analysis to understand the client's business and ensure the accuracy of client information.
• Monitor and update client information on CRM to reflect the latest status of clients, pipeline, and deals.
• Deliver a world class service by ensuring a client centric culture.
• Collaborate with stakeholders for commercialisation, compliance, people, technology, support, operationalisation, value management, and servicing.
• Prepare documentation for pricing, pipeline, CST, and sector meetings with shared accountability for lead generation and acquisition conversion.
• Ensure feedback loops to product sales experts on client needs, issues, pipeline, and industry developments.
• Maintain competency by keeping up to date with industry trends and legislation in relevant sectors.
• Make recommendations for alternate improvements by reviewing non performing areas.
• Understand and apply the bank's risk and credit policy and manage client expectations accordingly.
• Ensure adherence to operational and legislative requirements and prevent loss and risk.
• Improve personal capability by staying abreast of developments in your field and identifying training and career progression opportunities.