Client Service Representative - First National Bank

eg. Accountant or Accounting or Kempinski



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Job Description: Responsibilities & Requirements


purpose

To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests.

responsibilities

  • Achieve net profit growth for business
  • Achieve the delivery of exceptional customer experience against the Balanced Scorecard standards
  • Manage the migration of accounts from transactional to Self Service
  • Manage the growth of active customer Account Base to increase client base
  • Maximise cross sell opportunities and strengthen client relationships
  • Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.
  • Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
  • Comply with governance in terms of legislative and audit requirements
  • Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
  • Track, control and influence sales and service activities with the specific aim to increase sales and service efficiencies
  • Compliance with procedures and processes contained in the Golden Rules.
  • Provide accurate and reliable sales and service statistics.
  • Manage own development to increase own competencies


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experience and qualifications

  • Grade 12 or relevant tertiary qualification.
  • 1-2 Years related experience

additional requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check

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