Job Description: Responsibilities & Requirements
Job Summary
To deliver dynamic virtual end-to-end customer sales and service including fulfilment, resolving customer queries, cross-selling and/or upselling all relevant bank products on offer. Offer financial advice to the customer and handle retentions.
Job Description
Key Accountabilities
Accountability: Selling products and services.
- Provide sales and services enablement according to service delivery excellence plans by putting customer experience at the centre of products, services, solutions, advice and fulfilment.
- Achieves predetermined sales targets by generating quality applications.
- Contact the customer and execute the sales process within the desired turnaround time.
- Delivers customer sales and services whilst maintaining quality service standards.
- Determine customers’ needs by exploring all possible cross-selling and up-selling opportunities
- Ensure first call resolution.
- Tracking of conversions from lead or call to application and then to fulfilment.
ADVERTISEMENT
-->
CONTINUE READING BELOW
Accountability: Reduction of customer attrition.
- Speaks to customers to ensure that their needs are identified and advises various options.
- Adheres to shared company values and service standards about customer interaction.
- Resolves customer dissatisfaction/complaints and takes full ownership of the problem.
- Communicates with the customer according to company standards.
- Address the customer’s need with product knowledge that is technically accurate.
- Preparation for the outbound call, and providing alternative product solutions were applicable.
Accountability: Information management.
- Update the system with accurate information to ensure accurate reporting
Accountability: Adherence to risk and governance
- Strictly adhere to all risk and governance policies, standards and procedures and escalate associated risks.
- Participate in survey (EOS) and in findings action plans.
- Support BSSA CSI initiatives.
- Adherence to NCA, FICA and FAIS legislation.
- Comply with Risk and Control Activities and Adherences.
- Comply with all Human Resources policies and procedures
- Understand and accept responsibility for all system access granted in line with all Fraud Risk Management Policies.
Accountability: Training and development
- Participate in all scheduled training and multiskilling opportunities.
- Participate in coaching sessions.
- Owning and being proactive about own training and development.
- Participate in idea sharing through the pitch-in initiative.
- Complete all compliance training within prescribed timelines.
ADVERTISEMENT
-->
CONTINUE READING BELOW
Education
Higher Certificates and Advanced National (Vocational) Certificates: Business, Commerce and Management Studies (Required)
« Go back to the jobs list