Service Consultant

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profile Job Location:

Knysna - South Africa

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

Job Classification

Job Family

Sales and Service

Career Stream

Client Service

Leadership Pipeline

Manage Self: Technical (MST)

FAIS Affected

Job Purpose

To educate clients on the convenience security and functionality of digital and self-service solutions; processing cash transactions and cash fulfillment ( and replenishment) and performing first line device maintenance in order to meet business goals and exceed the client expectations.

Job Responsibilities

Client Engagement:

  • Address any concerns relating to the queue flow or digital devices.
  • Assist client to download online applications and resolve any log in issues.
  • Assist the client to buy value-added services (e.g. pre-paid data and airtime) online or through a self-service device.
  • Assist the client to obtain statements cards and other relevant documentation from self-service zones.
  • Build and maintain client relationships by keeping clients informed of progress or action taken regarding their applications queries and requests.
  • Discover clients service and digital needs through connecting understanding and delivering financial solutions with care.
  • Educate clients and potential clients on how to subscribe and service their account.
  • Educate clients on self-service digital functionality and features.
  • Facilitate a conversation with the client to assist them to complete their service needs online.
  • Identify quality sales leads and enable cross-selling (without advising) through client engagement fulfilling making suggestions referring to the relevant department for action and by capturing it on the client management system.
  • Meet greet establish and clarify client needs and verify documentation and direct clients.
  • Nurture strong long-standing client relationships.
  • Own the client request end to end and route for alternative intervention if not equipped to service the client.
  • Provide knowledgeable client service that fosters mutual trust and confidence.

Business Operations:

  • Accept and service cash transactions over the counter.
  • Action control check list applicable to teller enquiries and foreign functions daily.
  • Balance and secure branch stock holding (e.g. cards).
  • Control the queuing process and prioritise clients with special needs.
  • Destroy old stock (e.g. cards) identified by reports.
  • Enable the further processing of inter-bank transfers by preparing all transactional documents and originals (WASTE) in the required format by the required deadline for hand over to couriers.
  • Ensure ATM/ID availability through balancing and loading of cash and attending to down devices by performing first line device maintenance support.
  • Execute on cash management (i.e. Treasury and holdings) cash efficiency and recycling strategies within the store.
  • Load cash balance and provide first line device maintenance and replenishment of consumables of all store devices.
  • Minimize losses and ensure corrective action is taken by declaring any discrepancies in cash holdings.
  • Process client deposits withdrawal change for change and transfer requests by following relevant procedure and policies.
  • Process client forex requests by following the relevant procedures and policies (e.g. FBN bills and transfers).

Risk and Compliance:

  • Mitigate risk by controlling counter and drop safe limits according to policy.
  • Prevent fraud and losses by adhering to mandates as well as client and transaction authentication procedures and policies.

Nedbank Goals:

  • Act in the clients interest inform the client do what you say and promise take accountability and go the extra mile.
  • Contribute to the success of Nedbank through meeting your service excellence teamwork and personal development goals whilst adhering to Nedbank security operational and compliance procedures and policies.
  • Develop retain and grow the business by delivering against individual and team goals that support a positive client experience.
  • Improve digital enticement and migration volumes to self-service devices and online channels.

Job Responsibilities Continue

People Specification

Essential Qualifications - NQF Level

  • Diploma

Preferred Qualification

Banking Services (example Higher Certificate in Banking Services - NQF5)

Essential Certifications

    Preferred Certifications

    Minimum Experience Level

    1 - 2 years

    Retail/Banking Client Service Cash Technology Savvy 1st Line Problem Resolution experience. Where applicable Foreign experience.

    Technical / Professional Knowledge

    • Customer service principles
    • Product Knowledge
    • Problem solving skills
    • Relationship management
    • Nedbank security policies and procedures
    • Governance Risk and Controls
    • Forex product

    Behavioural Competencies

    • Building Customer Loyalty
    • Earning Trust
    • Collaborating
    • Managing Work
    • Adaptability
    • Stress Tolerance
    • Continuous Learning

    Please contact the Nedbank Recruiting Team at


    Required Experience:

    Contract

    Job Classification Job Family Sales and ServiceCareer Stream Client ServiceLeadership Pipeline Manage Self: Technical (MST)FAIS Affected Job Purpose To educate clients on the convenience security and functionality of digital and self-service solutions; processing cash transactions and cash fulfillme...
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    Key Skills

    • Business Development
    • Sales Experience
    • B2B Sales
    • Time Management
    • HP Service Manager
    • Windows
    • ServiceNow
    • Relationship Management
    • Operating Systems
    • Management Consulting
    • Troubleshooting
    • Automotive Service

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