Customer Service Specialist

4 days ago


Nelspruit, Mpumalanga, South Africa Old Mutual South Africa Full time
Job Description

Old Mutual South Africa is seeking a highly skilled Financial Consultant to provide exceptional customer service and financial education while achieving lending, servicing, transactional banking, and insurance sales targets.

Main Responsibilities
  • Achieve monthly sales targets in terms of lending, transactional banking, and insurance.
  • Deliver exceptional customer service by facilitating claims, addressing customer complaints, and meeting Net Promoter Score requirements.
  • Review and verify loan application documentation for accuracy, authenticity, and compliance.
  • Capture client information accurately on our system.
  • Suspend or reject loan applications as necessary, reporting suspicious activity to the Branch Manager.
  • Clearly explain the Loan Application Process to clients.
  • Explain product terms and conditions to clients.
  • Provide loan agreements to clients.
  • Print loan agreements for client signatures.
  • Address altered loan application information and re-print agreements as needed.
  • Follow up on clients with missed payments.
  • Meet collections and arrears targets for lending products.
  • Educate clients on responsible financial practices.
  • Develop new business opportunities through marketing, lead generation, and cross-selling.
  • Maintain adherence to regulatory and legislative guidelines to ensure quality business and mitigate risk.


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