Loans Sales Consultant

Requisition and Specialist Recruiter Details

REQ 147400 - Twanette Coetser

Closing Date - 26 August 2026

Personal and Private Banking
- Channel Operations

Plattekloof, Cape Town

Sales

Manage Self:
Technical

FAIS Affected
- Yes

To drive business growth in a target-driven sales environment by expanding the client base and meeting clients' home loan needs through the home loan channel, aligned to Nedbank's strategic objectives

• Acquire new business by selling Nedbank products to newly identified clients.
• Identify new sales opportunities through engaging the employees of newly identified clients and the communities.
• Meet with clients and conducta financial needs by conducting needs analysis.
• Build relationships with internal stakeholders to ensure team collaboration, sales and service support and mining new opportunities.
• Build and maintain external relationships with extenal companies to ensure client service and future sales opportunities.
• Build and maintain internal relationships to ensure internal sales support from Retail;
  Relationship and Business Banking to fulfull any opportunities that potentially grows from regular client engagements.
• Utilize resources to manage risk according to Nedbank policies and procedures.
• Attend and participate in team meeting.
• Share information and best practice with colleagues and team members.
• Resolve challenges in sales areas by taking action to prevent and/or eliminate such challenges.
• 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.

• 3 years' Relationship management experience in the financial sector
• 2-3 years’ Sales experience with a proven track record in a pressurised sales environment
• 3 years’ Sales experience in a Home Loans environment / Estate Agent / Bond Originator a must

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

• NQF Level 5 or Higher in a Financial or Business-related field essential
• Matric / Grade 12 / National Senior Certificate
• Valid driver's license and own reliable transport

• Business principles
• Business terms and definitions
• Data analysis
• Governance, Risk and Controls
• Relevant regulatory knowledge
• Administrative procedures and systems
• Relevant software and systems knowledge
• Banking knowledge
• Banking procedures
• Cluster Specific Operational Knowledge

• Leveraging a Winning Sales Strategy
• Advancing Sales Discussions
• Building Trusting Relationships
• Targeting Sales Opportunities
• Building Networks
• Driving for results
• Sustaining Customer Satisfaction
• Portfolio Management