Financial Services Representative
5 days ago
About the Role:
We are seeking a highly motivated and enthusiastic individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing first-level support services to Capitec clients and internal teams.
Key Responsibilities:
- Provide support services to optimize client experience and minimize risk in line with quality standards of the Business Support Centre and with Capitec policies, processes, and systems.
- Investigate and resolve problems and provide educational or sales information about the product or service.
- Meet set targets and SLAs for effective service delivery and team effectiveness.
Requirements:
- 0-2 years' experience in financial services such as banking/insurance, retail, and client service environment (role specific).
- Contact Centre experience and/or function-relevant experience e.g. client care, insurance, collections experience.
- Client interaction and relationship management.
- Liaising with 3rd party providers (role specific).
Qualifications:
- Grade 12 National Certificate / Vocational.
Knowledge and Skills:
- General awareness and understanding of basic Client Service/Contact Centre skills and knowledge.
- General office and information systems.
- Client service principles.
- Administration Skills.
- Attention to Detail.
- Communication Skills.
- Computer Literacy (MS Word, MS Excel, MS Outlook).
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