Bank Service Consultant - Western Cape, Cape Town - Cape Town Region
The Individual Touch
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 to 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 devices 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) The client is trained in 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 ongoing 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 are requested as and when required. Matric essential Computer literacy Customer service and or banking qualifications are advantageous. 3 or more years' experience in a similar role. South African driver's license and own vehicle. Desired Skills: BTV Webflo devices CIT bank service consultant core suite Sales Desired Work Experience: 2 to 5 years Desired Qualification Level: Grade 12 / Matric Employer & Job Benefits: Medical Aid Provident Fund Group Life Assurance commission Fuel Allowance Mobile Phone
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