Financial Services Representative

5 days ago


Johannesburg, Gauteng, South Africa Capitec Bank Ltd. Full time

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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