Key Outcomes may include but are not limited to:

• Perform outbound calls to new clients joining the bank.
• Perform outbound calls to existing client wanting to close their account.
• Communication to members telephonically and via email.
• Position an upsell to clients that meet the criteria.
• Keep accurate statistics of all welcome and conservation calls.
• Attending to general administration requirements of the client.
• Attends to requests from management.
• Escalate and follow up on any queries the team are unable to assist with.
• Ensures that current service level agreements are met.
• Achieve Quality targets set out in as per the DCDS QA criteria requirements.

Work Experience

   1,  At least 3 years customer service experience within the service environment
   2.   At least 2 years sales experience

Education / Qualifications / Accreditations with Professional Body

1. Grade 12
2. FAIS Accredited qualification   

Technical Skills or Knowledge

• Excellent written and verbal communication skills in English
• Excellent administration skills
• Sales skills
• Writes and speaks fluently, clearly, correctly and convincingly.
•  Product knowledge and expertise