Customer Liaison

  • Location: Midrand, ZA

    Job Purpose

    Nedbank Corporate presents an opportunity to provide quality and accurate business administrative support services to internal and external stakeholders enabling Nedbank to achieve its business goals.

    Job Responsibilities

    • Action stakeholder requests by capturing and processing the administration request on the relevant system.
    • Action vendor invoice payments by capturing and processing the data on the relevant system.
    • Perform reconciliations from Supplier invoice and general ledger accounts by comparing with the supporting documents and Management Information Systems (MIS).
    • Contribute to revenue increase by driving the submitted sales to completion.
    • Compile a catalogue of services by allocating costs per product.
    • Ensure recovery of costs for services rendered by maintaining and monitoring the transfer pricing system.
    • Ensure delivery of value for services rendered by utilising product MIS as input into vendor engagement meetings for the purpose of driving down costs.
    • Monitor departmental financial performance by analysing actual to budget variances.
    • Contribute to efficient budget compilation by applying statistical growth information to financial expenditure requirements.
    • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
    • Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
    • Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
    • Ensure to follow through relevant tasks by monitoring and verifying the process flow till completion.
    • Ensure to verify and authenticate reports; data and transactions by physically extracting; generating and checking reports from the system.
    • Verify client information on systems in accordance with Nedbank policies and FICA rules.
    • Prepare trustee meeting packs and month end packs for management.
    • Maintain and update the administration files and legal documents by saving electronic files on server or physical secure repository.
    • Escalate anomalies where cases or call records not found or if there a mismatch of accounts are not logged by emailing Team Manager
    • Provide feedback to internal and external stakeholders by generating and making available relevant reports and MIS.
    • Meet and exceed internal and external client needs by timeously responding to queries and actioning the request within the Service Level Agreement (SLA)

    Essential Qualifications – NQF Level

    • Matric / Grade 12 / National Senior Certificate

    Preferred Qualification

    Diploma: Financial Management / Diploma in Business Administration

    Type of Exposure

    • Contributing to the development Working with a group to identify alternative solutions to a problem
    • Completing various administrative duties (e.g. answering phones; making copies; filing)
    • Managing conflict situations
    • Comparing two or more sets of information
    • Communicating internally
    • Tracking cost against a budget
    • Capturing data
    • Checking accuracy of reports and records
    • Drafting reports
    • Managing customer expectations

    Minimum Experience Level

    • 2 years minimum experience in Banking

    Technical / Professional Knowledge

    • Administrative procedures and systems
    • Banking knowledge
    • Banking procedures
    • Business principles
    • Business terms and definitions
    • Data analysis
    • Microsoft Office
    • Relevant regulatory knowledge
    • Business writing skills
    • Product Knowledge
    • Cluster Specific Operational Knowledge
    • Relevant system knowledge
    • Governance, risk and controls

    Behavioural Competencies

    • Communication
    • Contributing to Team Success
    • Customer Focus
    • Initiating Action
    • Work Standards
    • Managing Work (includes Time Management)


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