Retention/Sales Consultant - Financial Services - Cape Town - Western Cape, Milnerton - Milnerton
J Smith Collier and Associate LTD
An opportunity has become available for a Bank Service Consultant based in Milnerton, Cape Town. 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 an 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 future 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. 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: Retention/Sales Client Services Bank Consultant Understanding of ATM's and Money vaults Desired Work Experience: 5 to 10 years Desired Qualification Level: Grade 12 / Matric About The Employer: Leading Cash Management Solutions company offering great career opportunities. Employer & Job Benefits: Medical Aid Pension Fuel and Cell Allowance Commission
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