Bank Service Consultant

About 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 to 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 devices 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)
• The client is trained in Webflow.
• Feedback and quick resolution to customer queries acknowledgement of email within 24 hours and resolution within 48 hours.
• 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 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 ongoing 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
• ADHOC tasks are requested as and when required.
• Matric essential
• Computer literacy
• Customer service and or banking qualifications are advantageous.
• 3 or more years' experience in a similar role.
• South African driver's license and own vehicle.

Desired Skills:

• BTV
• Webflo
• devices
• CIT
• bank service consultant
• core suite
• Sales

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Grade 12 / Matric

Employer & Job Benefits:

• Medical Aid
• Provident Fund
• Group Life Assurance
• commission
• Fuel Allowance
• Mobile Phone