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
- 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
- Address customer needs in order to meet or exceed customer expectations
- Provide customers with the most recent self-service devices offerings and pricing structures while identifying potential sales leads for the sales team
- Comply with relevant statutory, legislative, policy and governance requirements and adhere to processes and procedures related to area of specialisation
- Build and maintain stakeholder relationships
- Assess own performance through seeking timely and clear feedback and request training where appropriate
- Demonstrate teamwork as a valued team player
- Contribute to a culture of service excellence that builds positive relationships and provides opportunity for feedback and exceptional service
- Maintain Self Service Devices to ensure optimal availability to customers
Required Education & Experience:
- Experience – 1 to 3 years’ experience in a sales and customer interaction role preferably within a financial services industry
- Additional Knowledge – Technical knowledge in the usage of devices (laptops, smart phones, tablets)
- Person must not be an unrehabilitated insolvent
- Minimum Qualification – NQF 4 Qualification