Sales and Service consultant

Divisions

EasyPay everywhere

The bare minimum of experience

N/A

Primary business of the company

Financial services

The practical aspect of the job

Sales

Duties

Areas of Critical Performance

To train and recruit people for sales and service. drive digital migration, guarantee activation, and provide cross-complementary products

Client

Recognizes the importance of customer interaction in determining customer requirements.

Utilize the systems to confirm the customer's identity and prevent disclosing or jeopardizing data to anyone without authorization.

Conducts regulatory inspections for the client, FICA, POPI, and NCR

Support clients with account opening and maintenance.

Manages client service, such as card issuance and response to customer inquiries.

The team leader is responsible for directing matters that fall outside the scope of the operational mandate.

Humans

follows teamwork principles

Enables the senior to take the lead.

Finances

Make sure that revenue is made by achieving the agreed-upon sales goal.

Keep customers by responding to complaints and questions promptly and by providing excellent customer service.

By adhering to established procedures on compliance, avoid account terminations and operational losses.

Regulatory and Compliance, Risk, and Process

follow FAIS guidelines (Honesty and Integrity)

works within the code of behavior

Comply with the rules of NCR, POPI, FICA, and Treat Customers fairly.

Refers the team captain any issues that fall beyond the established scoring system.

Work within the prescribed levels and limits.

Gather data on systems, customers, and processes in order to help enhance the whole client experience.

Duties

Potential clients identified and turned into actual purchases.

Make sure that activities help in cost management and reduction.

To optimize channels, educate consumers on the proper digital channels.

By consistently delivering on our brand promise of "HIGH FIVE," we can engage with our customers. Converse with our clients in a manner that is clear and understandable, and offer helpful products and answers that meet their requirements.

Onboarding should prioritize ACTIVATION.

Make sure they always behave morally.

Treat all customers fairly by abiding by the TCF guidelines.

Make the most of each customer interaction to shift cash transactions and/or move clients to digital and self-service channels.

Answer all client questions quickly and in accordance with established timeframes.

Maintaining customers in Sales and Service by handling the breakdown activities in accordance with the needs of the Sales and Service Operation.

Always follow the procedures and processes outlined in the applicable business regulations, and be aware of the hazards involved in making choices.

Providing outstanding customer service and completing transactions that surpass the established standard.

Exhibits conduct that reflects the company's beliefs.

Accepts responsibility for one's own actions, as well as for one's professional and personal growth.

Keep up the ability to adjust to constantly shifting client and market demands.

Contribute to the team's overall efficiency and success.

Finish role-specific training to enhance your skills and knowledge.

Critical performance indicator

Achieve the specified goal

Comments on service, both good and bad

Follow the guidelines for compliance.

attrition and operational losses

Skills

Minimum Requirement: NQF 4 Eligibility

Desired Qualifications: The Financial Services Board requires a relevant NQF 5 qualification.

Passing the Regulatory Exam

A suitable recognized business Diploma or Higher Certificate at NQF level 6

Computer literate in Microsoft Office

Experience

Experience: experience in a similar field for one to two years

Yes, FAIS APPLY