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Retention/Sales Consultant - Financial Institution Durban - KwaZulu-Natal, New Germany - New Germany

J Smith Collier and Associate LTD

An opportunity has become available for a Bank Service Consultant based in New Germany, Durban. With emphasis on the retention of the Banks clients the succssful candidate would also enhance sales where the opportunity arose. A strong client services background from the Banking industry is a great advantage as is a good understanding of ATM's and Money Vaults. 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 futureDuties 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. Formal Education and Experience: ? Matric essential ? Computer literacy ? Customer service and or banking qualifications are advantageous. ? 3 or more years' experience in similar role. Required skills: ? Strong customer service and interpersonal skills for dealing with different types of customers and clients. ? Excellent verbal and written communication skills. ? Strong organizational skills and attention to detail ? South African Drivers' License and own vehicle Desired Skills: Retension and Sales Financial Services Client Services Desired Work Experience: 5 to 10 years About The Employer: Leading Cash Management Solutions company offering excellent career opportunities Employer & Job Benefits: Medical Aid Pension Fuel and Cell allowance Commission Apply Now
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