Position Summary:
To determine customer needs and direct and assist customers on the appropriate assisted, self-service or online banking options to ensure an exceptional customer experience and increase utilisation of self-service and online platform based banking options
Key Responsibilities:
- Act responsibly with work related resources to contribute to cost containment
- Comply with relevant statutory, legislative, policy and governance requirements and adhere to processes and procedures related to area of specialisation
- Contribute to a culture of service excellence that builds positive relationships and provides opportunity for feedback and exceptional service
- Address customer needs in order to meet or exceed customer expectations
- Build and maintain stakeholder relationships
- Demonstrate teamwork as a valued team player
- Maintain Self Service Devices to ensure optimal availability to customers
- Provide customers with the most recent self-service devices offerings and pricing structures while identifying potential sales leads for the sales team
- Assess own performance through seeking timely and clear feedback and request training where appropriate
- Greet customers to determine customer needs and direct them to appropriate online channels or other service options and educate on usage to satisfy need and enhance the customer experience
Required Education & Experience:
- Additional Knowledge – Technical knowledge in the usage of devices (laptops, smart phones, tablets)
- Minimum Qualification – NQF 4 Qualification
- Experience – 1 to 3 years’ experience in a sales and customer interaction role preferably within a financial services industry
- Person must not be an unrehabilitated insolvent