Purpose Statement
- Responsible for providing excellent client service by fulfilling and exceeding
the client’s expressed need (Save, Transact, Credit and Insure). - Accurately and timeously, gather and capture client information for loan
approvals and conduct deposit/enquiry transactions. - Responsible for maintaining skill, knowledge and competency in order to
sell Global One in the interest of the client. - Presenting and conducting self in accordance with brand expectations.
Experience
Minimum:
- No previous experience required
Ideal:
- More than 1 year’s client service experience within a retail/ financial/
banking environment - Demonstrated track record of engaging in a sales and client facing environment
Qualifications (Minimum)
- Grade 12 National Certificate / Vocational
Qualifications (Ideal or Preferred)
- A relevant tertiary qualification in Commerce or Management
Knowledge
Minimum:
- Knowledge and understanding of:
- Basic calculations
- Retail/consumer service environment
Ideal:
- Knowledge and understanding of:
- Capitec Bank Products
- Internal business processes and procedures
- Organisational Policies, including (but not limited to) the Credit Policy
Skills
- Communications Skills
- Interpersonal & Relationship management Skills