Bank Service Consultant - Cape Town, South Africa - Job Crystal
Description
Purpose of the position:
Developing business growth opportunities by actioning the strategic goals of the organization and delivering a premium class service to our customers and future potential customers.
Duties and Responsibilities but not limited:
- Conduct monthly visits of your bank base
- Maintain an accurate customer database and call cycle
- Manage the customer expectations and needs.
- Manage the customer portfolio allocated to you by ensuring:
- Manage declared BTV to Actual BTV processed monthly/quarterly/annually
- Manage customers not utilizing device and try reducing to a fully active portfolio.
- Limit technical call outs by ensuring efficient and thorough switch on training as well as ongoing training with the device users/sites.
- Renewal negotiations to begin at 12 months remaining on the current contract to be escalated to the Bank Sales Specialist
- Keep the customer appraised of any changes or new product developments and services (Only new vaults)
- Client is trained on Webflow.
- Monthly meetings with Bank sales specialist
- Train the client on the current escalation process on the below:
- Technical issues
- CIT escalations
- Recon Queries
- Contact Centre Support
- Contact Centre WhatsApp support.
- Source viable opportunities to promote The Connect Group to secure required weekly quota output and build a solid pipeline of opportunities with Business owners/decision makers.
- Manage all activity and reporting via through Microsoft Platforms and report server daily to effectively manage and secure your prospect base.
- Managing and actioning on going promotions/campaigns strategic decisions throughout the customer base
- Assist Operations with customer training and billable calls.
- Meet deadlines for weekly/monthly reporting.
- Daily Core Suite capturing
- Ad hoc tasks requested as and when required.
Formal Education and Experience:
- Matric essential
- Computer literacy
- Customer service and or banking qualifications are advantageous.
- 3 or more years' experience in similar role.
Required skills:
- Strong customer service and interpersonal skills for dealing with different types of customers and clients.
- Excellent verbal and written communication skills.
- Strong organizational skills and attention to detail
- South African Drivers' License and own vehicle.
Reporting to:
- Banking Service Manager
Department:
- Banking Services
Salary:
R20 000,00 - R25 000,00 per month
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