Bank Services Consultant

6 months ago

Sandton, South Africa J Smith Collier & Associates Full time

An opportunity has become available for a Bank Service Consultant based in JHB

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

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.
- Feedback and quick resolution to customer queries acknowledgement of
- 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 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
- ADHOC 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

**Job Types**: Full-time, Permanent

  • Sales and Service Consultant

    2 weeks ago

    Sandton, South Africa Bidvest Bank Full time

    **Primary Purpose** Accurately and efficiently process and record routine branch banking transactions. Service clients in line with the banks culture and client coverage model and standards **Minimum Requirements** **Qualifications**: - Matric Experience - 1 years' experience as a consultant /teller or 3 years' experience in a Financial...

  • Client Service Consultant

    2 months ago

    Sandton, South Africa FirstRand Bank Limited Full time

    Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs, processing their requests. Apply appropriate sales processes within unit to achieve sales targets. Converting leads to sales by opening active accounts to achieve annual targets. Hello Future Client Service Consultant ...

  • Client Service Consultant

    1 month ago

    Sandton, South Africa FirstRand Bank Limited Full time

    Role OverviewAs a Client Service Consultant at FirstRand Bank Limited, you will play a pivotal role in delivering exceptional service to customers, ensuring their needs are met, and exceeding their expectations. Your primary objective will be to provide proactive, innovative, and appropriate solutions to drive sales targets and achieve cost efficiencies.Key...

  • Snr: Business Banking Forex

    2 months ago

    Sandton, 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...

  • Business Manager: Banking

    1 month ago

    Sandton, South Africa Land Bank Careers Full time

    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 finance land, equipment,...

  • Private Service Consultant

    2 months ago

    Sandton, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a skilled Private Service Advisor to join our team at FirstRand Bank Limited. The successful candidate will be responsible for managing a portfolio of clients, delivering exceptional service, and achieving revenue targets.Key ResponsibilitiesManage a portfolio of clients to achieve revenue targets and deliver exceptional...

  • Strategic Banking Development Specialist

    3 weeks ago

    Sandton, South Africa Bidvest Bank Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Strategic Banking Development Specialist to join our team at Bidvest Bank. As a key member of our sales team, you will be responsible for identifying and developing new business opportunities, building and maintaining strong relationships with clients, and driving revenue...

  • Regional Manager

    6 months ago

    Sandton, 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 The...

  • Strategic Leader for Commercial Banking and Transformation

    1 month ago

    Sandton, South Africa Land Bank Careers Full time

    Land Bank Careers is seeking a highly skilled and experienced individual to fill the role of Strategic Leader for Commercial Banking and Transformation.Estimated salary: R1,200,000 - R1,800,000 per annum, depending on experience.About the RoleThe successful candidate will be responsible for leading the Commercial Banking and Transformation Regions, driving...

  • Senior Product Manager: Transactional Banking

    3 months ago

    Sandton, 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...

  • Transactional Banking

    6 months ago

    Sandton, 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 Are...

  • Specialist Trade Finance and International Banking

    6 months ago

    Sandton, 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 In...

  • Specialist Trade Finance and International Banking

    6 months ago

    Sandton, 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...

  • Chief Operating Officer: Transactional Banking Cib

    6 months ago

    Sandton, 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 The...

  • Database Administration Expert for Bidvest Bank

    3 weeks ago

    Sandton, South Africa Bidvest Bank Full time

    Job Description:We are seeking a skilled Database Administration Expert to join our team at Bidvest Bank. The successful candidate will be responsible for designing, planning, configuring, supporting, securing, and maintaining the availability, integrity, and performance of our databases environment.Key Responsibilities:Database Environment Management:...

  • Head of Credit: Private Bank

    7 months ago

    Sandton, 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 The...

  • Senior Strategy Consultant

    4 months ago

    Sandton, 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 Cpf

    6 months ago

    Sandton, 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 NQF...

  • Digital Product Manager: Carbon Banking

    6 months ago

    Sandton, 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 As we...

  • Regional Head: Commercial Banking and Transformation

    2 months ago

    Sandton, South Africa Land Bank Careers Full time

    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 finance land, equipment,...