Bank Services Consultant

5 days 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

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