Territory Sales Agent and Branch Teller
4 weeks ago
Job Title: Territory Sales Agent and Branch Teller
Job Summary: We are seeking a highly skilled and experienced Territory Sales Agent and Branch Teller to join our team in Johannesburg. The successful candidate will be responsible for providing remittance disbursement services in a professional and efficient manner, as well as providing oversight on retail sales and driving sales to individuals, corporates, and enterprise sales within the assigned territory.
Key Responsibilities:
- Provide advice and guidance to customers
- Analyse and monitor transaction details
- Motivate and assist customers to transact with Mukuru
- To activate customers for new corridors
- Gather and present location specific information on sales
- To monitor whether sufficient stock of marketing collateral is available and report back
- Engage with potential customers and market the enterprise product
- Custodianship of the Mukuru brand and maintenance of that standard
- Welcome and greet customers in a professional manner
- Identify if the customer wants to collect money, send money or do an FX deal
- Collect and check the required documentation and scan clear copies
- Verify the current rate as given by ICFX and explain the rate to the customer
- Match customer name and ID before processing
- Capture all transaction details in ICFX
- Ensure all money is double checked and counted within view of cameras
- Count money with the customer and confirm the value together when selling FX
- Check that all notes are real when buying FX
- Print out and sign invoice/receipt, original filed away accurately and customer given the duplicate
- Archive invoices after 3 months
- Check validity of passport, proof of residence not older than 3 months and valid flight ticket within 90 days
- Refer customers to other agents if no proof of residence is available
- Escalate any suspicious documentation to branch manager before processing
- All new customers and high value customers must complete an Indemnity form
- Obtain daily password for safe every morning and retrieve own float
- Notify finance and receive a top-up if required to ensure sufficient stock levels
- Conduct a stock count at the end of each day
- Verify totals of stock match system by printing out slip from ICFX, capture actual stock totals, sign and send to Manager
- Capture shorts onto ICFX and notify manager
- Compile weekly and monthly spreadsheet reports
- Complete daily system tests on system, must achieve 100% or go back and try again
- Complete daily quiz and overall monthly quiz competition
- Submit monthly assignments timeously
- Attend quarterly training and test sessions
- Always provide professional customer service
- Give information based on the training received
- Maintain customer confidentiality
- Monitor and manage own targets
- Attend monthly performance meeting with Head of Branches
- Attend all required training courses for new products
- Improve Chinese language level and write monthly test designed by the head of branch
Requirements:
- Grade 12 - High school graduate
- Chinese language related certificate
- Understanding and Speaking of Mandarin (essential)
- 2 Years Customer Service Consultant experience within a financial institution
- 2 Years Sales experience within a financial institution
- 2 Years Chinese related work experience
- Knowledge of foreign exchange
- Knowledge of exchange control regulations
- Knowledge of FICA regulations
- Knowledge of money laundering
- Knowledge of Customer Service
Additional Skills:
- Verbal and written communications skills
- Organisational & administrative skills
- Interpersonal skills
- Analytical skills
- Sales Skills
- Chinese language Skill
- Driving Skills
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