Financial Services Specialist

2 months ago

Polokwane, Limpopo, South Africa Old Mutual Full time

Job Summary

This role is responsible for delivering exceptional customer service and financial education to achieve lending, servicing, transactional banking, and insurance sales targets through the marketing and selling of Old Mutual products.

The incumbent is individually accountable for achieving results through own efforts.

  • Meet 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.
  • Verify loan application documentation for accuracy, authenticity, and compliance with Policy and Procedures.
  • Capture client information accurately on Summit as per loan application and supporting documentation.
  • Suspend or reject loan applications as required.
  • Report suspicious or fraudulent loan application documents to the Branch Manager.
  • Explain the Loan Application Process to facilitate client understanding.
  • Explain Terms and Conditions of Old Mutual Finance Products to clients.
  • Issue copy of Contract/Agreement to Client.
  • Print loan agreement for client's signature.
  • Correct altered loan application information sent for rework and reprint for client's signature.
  • Follow up on clients with 1st and 2nd missed instalments.
  • Meet collections and arrears targets in terms of lending products.
  • Educate clients on responsible use of credit and effective money management.
  • Establish a new business pipeline through internal and external marketing, lead generation, and cross-selling to customers.
  • Adhere to internal regulatory and legislative governances to ensure quality business and mitigate risk.
  • Facilitate intra-branch referrals by building mutually beneficial relationships with other business units.
  • Provide excellent face-to-face and telephonic service to customers.
  • Project/promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior, and code of conduct.
  • Build sustainable relationships that enhance the brand.
  • Deliver on daily production standards and adhere to service and quality standards.
  • Process lending products and verify required information.

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).

Skills

Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales.

Education

National Certification (Nat Cert) (Required).

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