Location: Gauteng
Closing Date: 08 June 2012

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Description

To achieve sales targets through the provision of superior service to all customers.

Roles and Responsibilities:

Customer Service Delivery – Corporate

  1. Communicate effectively when selling financial products over the telephone so that requirements are clearly conveyed and accurate feedback is obtained from prospective customers and reference sources
  2. Listen openly and objectively, clarifying where necessary, when attending to a range of customer enquiries/complaints to ensure that they are clearly understood
  3. Follow up and advise customer/line manager of actions initiated when necessary to resolve enquiries/complaints
  4. Use technology effectively when dealing with customers accounts so as to accurately and timeously capture the required information onto the appropriate systems to enhance customer delivery

Risk Monitoring and Management

  1. Ensure all relevant information required of customers is available when processing requests, thereby, ensuring accuracy and compliance with company procedures
  2. Monitor non-compliance issues and apply appropriate corrective action in accordance with company policies and procedures
  3. Maintain a clean and tidy work station to ensure a safe and effective working environment
  4. Comply with all procedures to prevent losses to the organisation, advising line promptly of any problems/malfunction with the equipment/resources
  5. Communicate control procedures to relevant parties and monitor results

New Business Development: Credit and Financial Services

  1. Identify and solve problems when dealing with customer accounts/ information so that appropriate actions are initiated to report discrepancies and prevent financial loss to the organisation
  2. Ensure knowledge and understanding of all Financial Services products in order to effectively negotiate with customers when selling the benefits

Market Intelligence – Financial Services

  1. Provide feedback to Line Manager on current / emerging trends to increase opportunities
  2. Participate in projects and provide feedback to relevant stakeholders and Line Manager in measuring service levels in each area of the business
  3. Evaluate out of line situations and ensure adherence to the Customer Service Policies and Procedures to prevent losses to the organisation
  4. Identify and solve problems by monitoring the immediate environment so that potential hazards or other irregularities are reported to Line Management or appropriate stakeholders

People Management

  1. Manage own personal development through performance management, IDP and talent management processes. Request training and feedback on performance and strive to improve based on these interventions
  2. Adhere to the Group’s values and leadership principles and understand and participate in Employer of Choice strategies and initiatives
  3. Take personal responsibility for all issues facing the department, work as a team and mentor /coach new employees as required
  4. Communicate with your line manager regularly and make recommendations on improving efficiencies in the department.
  • Literacy & numeracy with Grade 12 as a minimum.
  • FAIS Accreditation will be advantageous
  • Integrates basic PC skills and is able to be trained with on job experience and exposure.
  • Operates within regulated systems and procedures to standardised
  • Provides Functional clerical, administrative or functional trainee support under guidance & supervision
  • Able to perform a wide variety of clerical/Functional procedures which are clearly documented.
  • Acts confidently & independently in supporting the Functional area. Possesses broad knowledge in the Functional area

Apply online before 08/06/2012.