Job Description

To provide transactional support to the Banker in Enterprise Direct, in servicing customers, attending to basic customer queries and providing credit administration support.

• Deliver exceptional transactional support to Enterprise Direct Bankers, ensuring the highest standards of customer service are maintained at all times.
• Efficiently process and manage customer queries, demonstrating a thorough understanding of banking procedures and policies.
• Provide comprehensive credit administration support, adhering strictly to established protocols and regulatory requirements.
• Maintain accurate and up-to-date customer records, ensuring all information is handled with the utmost confidentiality and in compliance with data protection regulations.
• Collaborate effectively with internal departments to resolve complex customer issues in a timely and professional manner.
• Continuously enhance product knowledge to provide informed and accurate responses to customer enquiries.
• Identify potential cross-selling opportunities and refer them to appropriate team members.
• Contribute to the improvement of operational processes and procedures to enhance overall efficiency and customer satisfaction.
• Ensure all activities are conducted in accordance with the bank’s risk management framework and compliance standards.
• Participate in relevant training programmes to stay abreast of industry developments and regulatory changes.

Qualifications

Essential Qualifications

• Diploma (NQF6) or higher relevant qualification is mandatory
• FAIS certification is an absolute requirement

Critical Experience

• A minimum of 3-4 years of demonstrable experience in Customer Service with a strong emphasis on Business acumen is imperative
• Comprehensive knowledge of credit principles, branch banking processes, procedures, and policies is essential
• In-depth understanding of the bank’s products and services is crucial