Universal Bankers - Upington

Calling on All Universal Bankers for a great opportunity at Standard Bank

Available Locations: Kuruman (Thaba Mall) , De Aar, Upington, Postmansburg , Sasolburg & Springbok)

SEND CVs to: Karabo.Modiboa@adcorpgroup.com

Job Definition: his role is key in providing a sales and service
function to personal customers for all their Transactional, General
Banking, Card, Self Service or Risk related needs.

Job Description
•Takes personal customer sales demand (Lending, Retentions,
Enablement,
•Home Loans Sales, Ucount) or service enquiries for two or
more of the following: Transactional, Risk, Segment (service only
Fleet, Wealth, Travel Wallet / Secure Code, and or just Secured
Lending, or Biz Direct across various mediums (i.e. phone, fax, e-mail,
social media etc.) accurately and within agreed service times.
•To act as an initial point of contact for all customer sales and service-
related requests.

Qualifications

Secondary school/High school/A levels/Matric
Field of study: NQF 5 Qualification , Relevant Degree/ Diploma
Years: 3-4 years related experience
RE5 and / or FAIS
Experience with in Voice Branch environment

Outputs : Key performance Indicators
• Resolves personal customer for e.g. Segment, Transactional, Risk, Self
Service and or Secured Lending sales and service-related queries (e.g.,
opens investment accounts, etc.).
• Listens to the customer and asks appropriate questions and makes an
effort to understand the customer’s needs/concerns/situation.
• Maintains the correct conversational flow during calls.
• Displays appropriate levels of care, concern and empathy whiles
resolving the customer’s query.
• Logs service requests (queries and complaints) accurately for
resolution.
• Actions all personal work list items within the agreed timeliness.

• Accurately captures, updates or amends customer information and
history notes.
• Identifies and actions cross-sell and up-sell opportunities as required.
• Logs sales and migration interactions by following the stipulated
process.
• Participates in tactical sales/marketing activities as required
campaigns).
• Handles calls via the dialer to position products in order to achieve
sales targets.
• Follows and logs the stipulated process to complete the sale.
• Follows the allocated staffing schedule to maximise availability to the
customer at all times.
• Provides quality service to customers in order to fulfil their needs
within the least amount of time.
• Accurately logs calls (e.g., records the customer interaction by
capturing leads, queries, complaints, compliments, contact details,
etc.)
• Uses the system appropriately to accurately and effectively answer
and resolve customer calls.
• Proactively educates the customer about self-service transactional
options and appropriate self-service channels.