We are looking for people with outstanding customer service and sales skills, who excel in a target driven environment, are motivated to succeed and want to thrive in a fast-paced and rewarding organisation.
Key Accountabilities:
Conducting financial health checks
You will manage a portfolio of customers and aid them in opening, managing and optimizing their bank accounts. Overseeing/monitoring their transactions, pro-actively managing their financial needs and identifying opportunities to add value
Helping customers realise the full benefits of our service both assisted and digitally, as well as supporting them with more complex financial needs such as protection
Processing applications for various banking products, such as current, savings and credit accounts
Fulfilling customer’s requests such as the verification of bank account details and printing documents for account terms and conditions
Discussing bank policies and procedures and any changes affecting policies and procedures
Referring customers to in-house experts and/or relevant bank departments as and when necessary/in the event of any specialized needs
Resolving queries and complaints about accounts and banking services
Performing routine administrative duties as required