To deliver a consistently professional and welcoming branch experience by acting as the first point of contact for customers accurately identifying needs directing customers to the appropriate service channel or banker resolving routine service requests and supporting seamless customer flow while adhering to all risk compliance and ethical standards.
Key Responsibilities:
- Deliver an exceptional first point of contact experience by professionally welcoming customers understanding their needs and creating a positive and efficient branch environment.
- Accurately assess customer requirements and direct customers to the appropriate banker specialist or service channel to ensure effective and timely resolution.
- Proactively manage customer flow within the banking hall intervening early with dissatisfied or vulnerable customers to prevent escalation and protect the customer experience.
- Resolve routine customer service requests and enquiries efficiently ensuring accurate capturing tracking and follow-up within agreed service timelines.
- Identify customer migration and cross-sell opportunities during service interactions and ensure all leads are logged correctly and transparently in the presence of the customer.
Qualifications :
- National Certificate in Banking (NQF Level 5) FAIS-recognised or a higher relevant banking or financial services qualification.
Experience Required:
- Minimum of 1 to 2 years experience in a branch banking frontline customer service or client liaison role within a financial services environment.
- Demonstrated experience in handling customer enquiries service requests and complaints with professionalism empathy and a strong service mindset.
- Proven ability to work with core banking systems and digital platforms including accurate capturing of customer information and service history.
- Exposure to identifying customer needs and supporting product migration referrals or service optimisation in line with business objectives.
- Sound experience in operating within strict compliance risk and governance frameworks while maintaining a high standard of customer care.
Additional Information :
Behavioural Competencies:
- Documenting Facts and Interpreting Data
- Embracing Change and Thinking Positively
- Following Procedures and Upholding Standards
- Interacting with People and Team Working
- Managing Tasks and Meeting Timescales
- Producing Output and Showing Composure
Technical Competencies:
- Banking Process & Procedures
- Client Servicing
- Customer Reception and Channelling
- Product Knowledge (Consumer Banking)
Remote Work :
No
Employment Type :
Full-time
To deliver a consistently professional and welcoming branch experience by acting as the first point of contact for customers accurately identifying needs directing customers to the appropriate service channel or banker resolving routine service requests and supporting seamless customer flow while ad...
To deliver a consistently professional and welcoming branch experience by acting as the first point of contact for customers accurately identifying needs directing customers to the appropriate service channel or banker resolving routine service requests and supporting seamless customer flow while adhering to all risk compliance and ethical standards.
Key Responsibilities:
- Deliver an exceptional first point of contact experience by professionally welcoming customers understanding their needs and creating a positive and efficient branch environment.
- Accurately assess customer requirements and direct customers to the appropriate banker specialist or service channel to ensure effective and timely resolution.
- Proactively manage customer flow within the banking hall intervening early with dissatisfied or vulnerable customers to prevent escalation and protect the customer experience.
- Resolve routine customer service requests and enquiries efficiently ensuring accurate capturing tracking and follow-up within agreed service timelines.
- Identify customer migration and cross-sell opportunities during service interactions and ensure all leads are logged correctly and transparently in the presence of the customer.
Qualifications :
- National Certificate in Banking (NQF Level 5) FAIS-recognised or a higher relevant banking or financial services qualification.
Experience Required:
- Minimum of 1 to 2 years experience in a branch banking frontline customer service or client liaison role within a financial services environment.
- Demonstrated experience in handling customer enquiries service requests and complaints with professionalism empathy and a strong service mindset.
- Proven ability to work with core banking systems and digital platforms including accurate capturing of customer information and service history.
- Exposure to identifying customer needs and supporting product migration referrals or service optimisation in line with business objectives.
- Sound experience in operating within strict compliance risk and governance frameworks while maintaining a high standard of customer care.
Additional Information :
Behavioural Competencies:
- Documenting Facts and Interpreting Data
- Embracing Change and Thinking Positively
- Following Procedures and Upholding Standards
- Interacting with People and Team Working
- Managing Tasks and Meeting Timescales
- Producing Output and Showing Composure
Technical Competencies:
- Banking Process & Procedures
- Client Servicing
- Customer Reception and Channelling
- Product Knowledge (Consumer Banking)
Remote Work :
No
Employment Type :
Full-time
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