Bank Service Consultant

2 weeks ago

Cape Town, Western Cape, South Africa Job Crystal Full time

Purpose of the position:


Developing business growth opportunities by actioning the strategic goals of the organization and delivering a premium class service to our customers and future potential customers.


Duties and Responsibilities but not limited:

  • Conduct monthly visits of your bank base
  • Maintain an accurate customer database and call cycle
  • Manage the customer expectations and needs.
  • Manage the customer portfolio allocated to you by ensuring:
  • Manage declared BTV to Actual BTV processed monthly/quarterly/annually
  • Manage customers not utilizing device and try reducing to a fully active portfolio.
  • Limit technical call outs by ensuring efficient and thorough switch on training as well as ongoing training with the device users/sites.
  • Renewal negotiations to begin at 12 months remaining on the current contract to be escalated to the Bank Sales Specialist
  • Keep the customer appraised of any changes or new product developments and services (Only new vaults)
  • Client is trained on Webflow.
  • Monthly meetings with Bank sales specialist
  • Train the client on the current escalation process on the below:
  • Technical issues
  • CIT escalations
  • Recon Queries
  • Contact Centre Support
  • Contact Centre WhatsApp support.
  • Source viable opportunities to promote The Connect Group to secure required weekly quota output and build a solid pipeline of opportunities with Business owners/decision makers.
  • Manage all activity and reporting via through Microsoft Platforms and report server daily to effectively manage and secure your prospect base.
  • Managing and actioning on going promotions/campaigns strategic decisions throughout the customer base
  • Assist Operations with customer training and billable calls.
  • Meet deadlines for weekly/monthly reporting.
  • Daily Core Suite capturing
  • Ad hoc tasks requested as and when required.

Formal Education and Experience:

  • Matric essential
  • Computer literacy
  • Customer service and or banking qualifications are advantageous.
  • 3 or more years' experience in similar role.

Required skills:

  • Strong customer service and interpersonal skills for dealing with different types of customers and clients.
  • Excellent verbal and written communication skills.
  • Strong organizational skills and attention to detail
  • South African Drivers' License and own vehicle.

Reporting to:

  • Banking Service Manager

Department:

  • Banking Services

Salary:
R20 000,00 - R25 000,00 per month

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