KEY PERFORMANCE AREAS

To acquire and educate for sales and service. drive digital migration, ensure activation and cross complementary products

QUALIFICATIONS

• Minimum Qualification: NQF 4 Qualification
• Preferred Qualification: Relevant NQF 5 qualification as prescribed by the Financial Services Board
• Regulatory Exam qualification
• An appropriate recognised business Diploma or Higher Certificate at NQF level 6
• Microsoft office Computer Literate

EXPERIENCE

• Experience: 1-2 years related experience
• FAIS – Yes

• Leads identified converted into successful sales.
• Ensure activities support cost containment and reduction.
• Educate customers on correct digital channels to maximize channel optimisation.
• Connect with our customers by living up to our brand promise of “HIGH FIVE” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
• Make sure ACTIVATION is PRIORITY on onboarding
• Always conduct themselves in an ethical manner.
• Adhere to the TCF (Treating Customer fairly) principles in all that you do.
• Optimize every customer interaction to migrate cash transactions and/or convert customer to digital channels and self-service channels.
• Resolve all customer queries efficiently, and within agreed timelines.
• Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
• Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
• Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
• Demonstrates behaviour in support of the organizational values.
• Takes accountability for own performance, personal and career development.
• Maintain an ability to adapt to ever changing business and customer needs.
• Contribute to the overall effectiveness and success of the team.
• Improve knowledge and competencies by completing role specific training.