Sales and Service Consultant

8 hours ago

Sandton, South Africa Bidvest Bank Full time

**Primary Purpose**

Accurately and efficiently process and record routine branch banking transactions. Service clients in line with the banks culture and client coverage model and standards

**Minimum Requirements**

**Qualifications**:

- Matric

Experience
- 1 years' experience as a consultant /teller or 3 years' experience in a Financial Institution.

Competency
- Service and Client Orientation
- Problem Solving
- Professionalism
- Interpersonal skills
- Results focused
- Verbal and written communication skills
- Attention to detail
- Analytical skills Self-development/ intuitive

**Duties and Responsibilities**

CUSTOMER CENTRICITY

Customer Journey
- Excellent client service to ensure client retention
- Assessing clients' needs to provide effective solutions
- Update all client records on internal systems
- Successful relationship building with relevant departments to achieve clients' needs
- Process transactions in line with customer request and operational guidelines promptly and effectively

OPERATIONAL EXCELLENCE

Internal Processes
- Record all transactions promptly and accurately on the relevant system in compliance with banks procedures
- Update all registers and documentation daily
- Order cash proactively before cut off and assist with deliveries where necessary
- Work according to documented policy and procedure to ensure that all necessary documents are in place and clients information and transactions are correct
- Contribution to teamwork ensuring accountability, delivery, sharing information and effectiveness of the area
- All relevant training courses (on-line and or classroom) must be attended / completed as per the given deadlines.

FINANCE

Supporting the Monthly Sales Revenue Target
- Manage expenses by minimizing losses, write-offs and revenue leakages
- Exceptional customer service
- Identify and refer leads for product and or services that the bank offers to improve customer product utilization to more than one product per customer
- Process transactions accurately
- Record transactions and manage cash balances
- Process transactions in line with procedures
- Professional service quality and promote digitization and migration to digital channel

LEARNING AND GROWTH
- Completion of all Areas as per PDP and all Mandatory Training
- This position is advertised in line with our commitment to Employment Equity._

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