Bank Service Consultant

SUMMARY:
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 potential customers.
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.
Matric essential
Computer literacy
Customer service and or banking qualifications are advantageous.
3 or more years' experience in similar role.
South African Drivers’ License and own vehicle.

POSITION INFO:
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 potential customers.
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.
Matric essential
Computer literacy
Customer service and or banking qualifications are advantageous.
3 or more years' experience in similar role.
South African Drivers’ License and own vehicle.