Bank Service Consultant

6 months ago

Cape Town, 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

  • Bank Service Consultant Graduate Cape Town

    7 months ago

    Cape Town, South Africa Job Crystal Full time

    payment solutions provider is looking to appoint 2 graduates to upskill and train to eventually assume the roles of a Bank Service Consultant **REQUIREMENTS** - Degree in either Business Management/ Banking / Sales - Self-starters with a minimum of 1-year work experience in any field - Driver’s license required and own vehicle is advantageous **Job...

  • Senior Consultant Customer Service

    7 months ago

    Cape Town, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary We...

  • Investment Consultant

    2 weeks ago

    Cape Town, South Africa Precision Placements Full time

    **INVESTMENT CONSULTANT - WESTERN CAPE** CORE PURPOSE OF THE JOB To market and sell the Bank’s Deposits, Wealth Management, Wills and Transactional Banking (Individuals) within the respective region by providing excellent service to customers and adherence to the banks policies and procedures. **KEY PERFORMANCE AREAS** - Deposits_ - Ensures monthly...

  • Senior Consultant Client Service

    7 months ago

    Cape Town, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Consultant: Business Service Centre

    7 hours ago

    Cape Town, South Africa Bidvest Bank Full time

    **Primary Purpose** To accurately and efficiently process and record routine branch banking transactions. Promote and advise clients on banks products and services. **Minimum Requirements** **F**INANCE Financial Management - Manage expenses by minimizing losses, write offs and revenue leakages - Provides forex services to clients - Manage client accounts...

  • Customer Service Representative

    7 months ago

    Cape Town, South Africa Arivu Recruitment And Consulting Full time

    **_Title: Customer Service Representative _** **_Location: Hermanus, Western Cape_** **_ Remuneration: Ranging from R200k to R280k per annum (salary based on qualifications and experience)_** **_ Industry: Financial Services _** **_Reports to: Team Leader_** **Key Requirements**: - Minimum requirement: Grade 12 or equivalent. - Exposure to or...

  • Consultant Exchange Control

    2 months ago

    Cape Town, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...

  • Consultant: Business Service Centre

    4 weeks ago

    Cape Town, South Africa Bidvest Bank Full time

    **Primary Purpose** To accurately and efficiently process and record routine branch banking transactions. Promote and advise clients on banks products and services. **Minimum Requirements** **Qualifications**: - Grade 12 - Certificate in Banking (ideal) - FAIS RE5 (ideal) Experience - 1 year experience as a teller - 2 years' experience in a Financial...

  • Corporate Business Transactional Banking – External Consultant

    2 months ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    The External Consultant will be responsible for the acquisition of new business clients as well as the maintenance of existing clients. In partnership with an Internal Consultant deliver an exceptional client service to business clients and being a connector and an “enabler” for client’s needs into the other divisions of our client’s Group, for...

  • Corporate Business Transactional Banking – External Consultant

    2 months ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    The External Consultant will be responsible for the acquisition of new business clients as well as the maintenance of existing clients. In partnership with an Internal Consultant deliver an exceptional client service to business clients and being a connector and an “enabler” for client’s needs into the other divisions of our client’s Group, for...

  • Manager: Agricultural Banking

    3 months ago

    Cape Town, South Africa Land Bank Careers Full time

    **Job Advert Summary**: The Land and Agricultural Development Bank of South Africa (Land Bank) is South Africa’s only specialist agricultural bank established in 1912, the bank’s sole objective is to serve South African commercial and emerging farmers and bring specially designed financial services within their reach. These services enable farmers to...

  • Corporate Business Transactional Banking – External Consultant

    2 months ago

    Cape Town City Centre, South Africa Jobted ZA C2 Full time

    The External Consultant will be responsible for the acquisition of new business clients as well as the maintenance of existing clients. In partnership with an Internal Consultant deliver an exceptional client service to business clients and being a connector and an “enabler” for client’s needs into the other divisions of our client’s Group, for...

  • Transaction Banking Consultant for Business Growth

    1 day ago

    Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    About the RoleWe are seeking a seasoned Transaction Banking Consultant to drive business growth and client satisfaction at Rory Mackie & Associates.

  • Consultant Trust Services

    23 hours ago

    Cape Town, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Specialist Trade Finance and International Banking

    1 month ago

    Cape Town, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary In...

  • Regional Manager: Islamic Banking

    7 months ago

    Cape Town, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Service Consultant

    3 months ago

    Cape Town, South Africa Nedbank Full time

    **Requisition and Specialist Recruiter Details** - REQ 136176 - Thenjiwe Hlatshwayo- Closing Date - 23 October 2024**Cluster & Location** - Nedbank Total Business Banking and Retail - Consumer Banking- Tyger Valley, Western Cape- Career Stream- Client Service- Leadership Pipeline- Manage Self: Technical (MST)**Service Consultant - Tyger Valley** **Job...

  • Service Consultant

    3 months ago

    Cape Town, South Africa Nedbank Full time

    **Requisition and Specialist Recruiter Details** - REQ 135862 - Thenjiwe Hlatshwayo- Closing Date - 18 October 2024**Duration - 4 to 6 Months Contract role** **Cluster and Location** - Nedbank Total Business Banking and Retail - Consumer Banking- VA Waterfront, Cape Town- Career Stream- Client Service- Leadership Pipeline- Manage Self: Technical...

  • Banking Sales Account Executive

    7 days ago

    Cape Town, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary **Job...

  • Client Service Consultant

    2 weeks ago

    Cape Town, South Africa KAAP Service Full time

    KAAP Customer Service offers an excellent team of Customer Service Experts for your customers. As the first point of contact, we answer and assist with your customers' queries in a friendly, binding and professional manner. Close and courteous communication is what persistently gives your clients the feeling that they are not just in good, but the best...