Providing Excellent Client Service: Ensuring clients receive high-quality service and assistance with their banking needs.
Fulfilling and Exceeding Client Needs: Understanding client requirements and providing suitable banking solutions using the Global One product offering.
Client Support: Assisting clients in using Capitec Bank's products and services to help them bank better and live better.
Sales and Client Engagement: Engaging with clients in a sales capacity, promoting Capitec Bank's products and services.
Handling Client Queries and Complaints: Addressing and resolving client queries and issues efficiently.
Maintaining Accurate Records: Keeping detailed and accurate records of client interactions and transactions.
Adhering to Policies and Procedures: Following internal business processes, procedures, and organisational policies, including the Branch Credit Granting Policy principles.
Utilizing Computer Systems: Using MS Word, MS Excel, and MS Outlook for daily tasks and client management.
Requirements
Grade 12 National Certificate / Vocational.
3 to 6 months previous client service experience within a retail/ financial/ banking environment OR if no experience, a candidate with a relevant tertiary qualification can be considered.
A relevant tertiary qualification in Commerce or Similar (not essential).
Certification in Finance or Banking (not essential).
Basic calculations.
Retail/consumer service environment.
Communications Skills.
Interpersonal & Relationship management Skills.
Computer Literacy (MS Word, MS Excel, MS Outlook).