Senior Financial Service Provider
1 month ago
This role is responsible for providing exceptional customer service and financial education to achieve lending, servicing, transactional banking, and insurance sales targets through the marketing and selling of Old Mutual and its products.
The incumbent is individually accountable for achieving results through own efforts.
- Meets monthly sales targets in terms of lending, transactional banking, and insurance.
- Servicing of existing Old Mutual policies, including facilitation of claims and attending to customer complaints and queries, to meet Net Promotor Score (NPS) requirements.
- Checks loan application documentation for accuracy, authenticity, and compliance with Policy and Procedures, as well as completeness.
- Captures all client information on Summit as per loan application and supporting documentation.
- Suspends or rejects loan applications to be re-quoted as and when required.
- Reports suspicious or fraudulent loan application documents to the Branch Manager.
- Explains the Loan Application Process to facilitate client understanding of the process.
- Explains Terms and Conditions of Old Mutual Finance Products to clients.
- Issues copy of Contract/Agreement to Client.
- Prints loan agreement for client's signature.
- Corrects altered loan application information sent for rework and reprint for client's signature.
- Follows up on clients with 1st and 2nd missed instalments.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through internal and external marketing, lead generation, and cross-selling to customers to ensure retention and acquisition of new clients.
- Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra-branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face-to-face and telephonic service to customers.
- Projects/promotes the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior, and code of conduct.
- Builds sustainable relationships that enhance the brand.
- Delivers on daily production standards and adheres to service and quality standards.
- Processes lending products and verifies the required information.
Minimum Requirements
- National Senior Certificate or equivalent NQF level 4.
- Minimum of 1 year's sales or service experience (preferably in the Retail, Banking & Financial Industries).
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