Description:
To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers
- Act responsibly with work related resources in order to contribute to cost containment
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate
- Assist with profit growth for the business through sales and acquisition of new clients
- Support sales through analysis of client portfolio and pro-active client engagement
- Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth
- Identify sales opportunities and ensure effective management of the leads pipeline
- Report on transactional and process activities within set guidelines to provide timely information for decision making
- Comply with relevant statutory, legislative, policy and governance requirements
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information
- Address customer needs in order to meet or exceed customer expectations
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
07 Apr 2025;
from:
gumtree.co.za