Client Engagement Consultant x5

at  Discovery Ltd

ABOUT DISCOVERY BANK

Discovery’s intention is to expand our business model into banking and to establish a brilliant, innovative full-service retail bank in South Africa. We have recently received our banking licence and are now registered as Discovery Bank. We are looking for smart, energetic, experienced, and dynamic achievers who take initiative and ownership, are passionate about dazzling clients, and who thrive on constant challenges and high-speed change to join us on this journey. We welcome inspired, positive and committed people to apply for jobs in Discovery Bank where you will be liberated to realise your full potential.

JOB DESCRIPTION

The Client Engagement Consultant is responsible for welcoming new clients that have joined the bank. The consultant will make outbound calls to new joiners to provide the client with more information about the banks products and rewards, help clients navigate the app and assist them with any additional queries. The consultant will be required to position an upsell to new clients that meet the upsell criteria. The consultant will also be required to conserve existing clients that want to close their account. The consultant will be required to co-ordinate their own administration and maintain accurate details and statistics of all queries.

PERSONAL ATTRIBUTES AND SKILLS

• Attention to detail
• Values Driven:
• Committed to integrity and ethics in business
• Behaves consistently with Discovery Values
• Optimistic:
• Motivated by a positive future
• Energised by challenges
• Learns on the Fly:
• Embraces the unfamiliar
• Experiments to find solutions
• Resilient:
• Recovers quickly from setbacks
• Grows from negative experiences
• Instils trust:
• Follows through on commitments
• People Savvy:
• High EQ with low ego
• Drives Results:
• Energises self and others to achieve
• Consistently exceeds goals
• Problem Solver:
• Looks beyond the obvious
• Finds sustainable solutions

TECHNICAL SKILLS

• Business communication skills (verbal and report writing)
• Excellent written and verbal communication skills in English
• Excellent administration skills
• Sales skills
• Writes and speaks fluently, clearly, correctly and convincingly
• Able to speak English fluently

EDUCATION AND EXPERIENCE (PREFERRED/OPTIONAL)

• Essential qualification:
• Matric/Grade 12 and computer literacy (required)
• FAIS Accreditation (advantageous)
• At least 3 years customer service experience within the service environment
• At least 2 years retention or sales experience

The key purpose for the consultant is to drive client engagement on the bank product by conducting welcome calls and conservation calls during which they will service any client queries, help the client navigate the bank offering and ensuring that the client is on the correct product based on the client profile.