Retention/Sales Consultant - Financial Services - Cape Town

About the position

An opportunity has become available for a Bank Service Consultant based in Milnerton, Cape Town. With emphasis on the retention of the Banks clients the succssful candidate would also enhance sales where the opportunity arose. A strong client services background from the Banking industry is a great advantage as is an understanding of ATM's and Money Vaults

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

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.
• 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 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
? ADHOC 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

Desired Skills:

• Retention/Sales
• Client Services
• Bank Consultant
• Understanding of ATM's and Money vaults

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level:

• Grade 12 / Matric

About The Employer:

Leading Cash Management Solutions company offering great career opportunities.

Employer & Job Benefits:

• Medical Aid
• Pension
• Fuel and Cell Allowance
• Commission