05/10/2021
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:
Bank Products
Internal business processes and procedures
Organisational Policies, including (but not limited to) the Credit Policy
Skills
Communications Skills
Interpersonal & Relationship management Skills
Competencies
Adhering to Principles and Values
Delivering Results and Meeting Customer Expectations
Entrepreneurial and Commercial Thinking
Following Instructions and Procedures
Persuading and Influencing
Presenting and Communicating Information
Relating and Networking
Additional Information
A valid driver's licence is preferred
Must have access to transport (personal/public)
Clear criminal and credit record
Flexible and mobile across regions is an advantage
Must have fingerprints which are detectable/recognisable on Capitec Bank's internal electronic banking system
