We are seeking a dynamic and results-driven Activation Consultant to proactively welcome and onboard new clients through outbound telephonic engagement drive account and digital service activation and deepen client relationships through value-adding banking solutions while delivering exceptional compliant client service.
Key Responsibilities:
- Conduct outbound calls to newly onboarded clients to activate accounts cards and digital banking services ensuring early engagement and seamless onboarding.
- Identify client needs through structured engagement and recommend appropriate banking solutions including rewards programmes and value-added services to achieve daily and weekly activation and sales targets.
- Resolve client enquiries service requests and complaints accurately and professionally ensuring all commitments are honoured within agreed timelines.
- Accurately capture and maintain client information while adhering to FAIS governance risk and quality assurance standards.
- Effectively manage allocated leads optimise productivity against call schedules and service level agreements and consistently deliver high-quality client interactions aligned to client value propositions.
Qualifications :
- National Certificate in Banking or higher that is FAIS recognised.
Minimum Experience:
- 23 years experience in a banking contact centre or client activation environment demonstrating:
- Proven outbound sales and service engagement within retail or personal banking
- Experience activating transactional accounts cards and digital banking solutions
- Consistent achievement of defined sales and service targets
- Exposure to working within FAIS and regulated financial services environments
- Strong ability to manage client queries and complaints end to end
- Experience operating within structured productivity quality and compliance frameworks
- Experience within Personal and Private Banking or a similar client coverage environment will be advantageous.
Additional Information :
Behavioural Competencies:
- Adopting Practical Approaches and Providing Insights
- Articulating Information and Conveying Self-Confidence
- Challenging Ideas and Developing Expertise
- Checking Things and Upholding Standards
- Following Procedures and Managing Tasks
- Meeting Timescales and Producing Output
Technical Competencies:
- Client Servicing
- Client Value Propositions
- Compliance
- Telephone Caller Handling
- Verbal Communication
Remote Work :
No
Employment Type :
Full-time
We are seeking a dynamic and results-driven Activation Consultant to proactively welcome and onboard new clients through outbound telephonic engagement drive account and digital service activation and deepen client relationships through value-adding banking solutions while delivering exceptional com...
We are seeking a dynamic and results-driven Activation Consultant to proactively welcome and onboard new clients through outbound telephonic engagement drive account and digital service activation and deepen client relationships through value-adding banking solutions while delivering exceptional compliant client service.
Key Responsibilities:
- Conduct outbound calls to newly onboarded clients to activate accounts cards and digital banking services ensuring early engagement and seamless onboarding.
- Identify client needs through structured engagement and recommend appropriate banking solutions including rewards programmes and value-added services to achieve daily and weekly activation and sales targets.
- Resolve client enquiries service requests and complaints accurately and professionally ensuring all commitments are honoured within agreed timelines.
- Accurately capture and maintain client information while adhering to FAIS governance risk and quality assurance standards.
- Effectively manage allocated leads optimise productivity against call schedules and service level agreements and consistently deliver high-quality client interactions aligned to client value propositions.
Qualifications :
- National Certificate in Banking or higher that is FAIS recognised.
Minimum Experience:
- 23 years experience in a banking contact centre or client activation environment demonstrating:
- Proven outbound sales and service engagement within retail or personal banking
- Experience activating transactional accounts cards and digital banking solutions
- Consistent achievement of defined sales and service targets
- Exposure to working within FAIS and regulated financial services environments
- Strong ability to manage client queries and complaints end to end
- Experience operating within structured productivity quality and compliance frameworks
- Experience within Personal and Private Banking or a similar client coverage environment will be advantageous.
Additional Information :
Behavioural Competencies:
- Adopting Practical Approaches and Providing Insights
- Articulating Information and Conveying Self-Confidence
- Challenging Ideas and Developing Expertise
- Checking Things and Upholding Standards
- Following Procedures and Managing Tasks
- Meeting Timescales and Producing Output
Technical Competencies:
- Client Servicing
- Client Value Propositions
- Compliance
- Telephone Caller Handling
- Verbal Communication
Remote Work :
No
Employment Type :
Full-time
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