To take demand from walkin customers for any banking matters ranging from product questions to customer account activities (e.g. closing accounts statements debit order information etc. whilst forming an accurate assessment and understanding of that demand in order to act on it in a manner that consistently delivers what matters to the customer within the parameters of the banks financial offerings.
Qualifications :
National Diploma in Banking Related Fields at NQF 06.
Additional Information :
Experience:
- 12 years: customer experience understanding the banks laiddown policies and procedures related to customer service. Knowledge of the functions of other departments within the branch.
Key Responsibilities:
- Engages with walkin customers in order to understand what matters to the customer (i.e. determine what why when where and how) and deliver against those demands.
- Identifies authenticity of the customer (where required) in order to prevent disclosure of information to unauthorised persons (e.g. knows how to identify the customer).
- Takes ownership of every demand and provides the customer with an immediate response (depending on the nature of the demand) or facilitates the completion of the customer demand.
- Deals with customer enquiries ranging from product questions to customer account activities (e.g. opening of personal accounts statements debit order information etc.
- Completes lead generation tracking forms as and when required. Ensures that all leads are logged correctly in the presence of the customer and identifies demand generation opportunities.
Behavioural Competencies:
- Exploring Possibilities
- Following Procedures
- Producing Output
- Team Working
- Understanding People
Technical Competencies:
- Banking Process & Procedures
- Client Retention
- Customer Understanding Consumer Banking)
- Heart of Customer Experience
- Product Knowledge (Business Banking)
Remote Work :
No
Employment Type :
Parttime