Job Description
- Job Description
- The Client Engagement OL Consultant is responsible for driving engagement with clients who have not been engaged with the Bank product. The consultant will make outbound calls to existing 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.
- Key Purpose
- The key purpose for the consultant is to drive client engagement on the bank product by conducting campaign calls, WhatsApp callbacks, 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.
- Key Outcomes may include but are not limited to:
- Perform outbound calls to Existing and new clients joining the bank.
- Perform outbound calls to existing client wanting to close their account.
- Communication to members telephonically and via email.
- Position an upsell to clients that meet the criteria.
- Keep accurate statistics of all campaign and conservation calls.
- Attending to general administration requirements of the client.
- Attends to requests from management.
- Escalate and follow up on any queries the team are unable to assist with.
- Ensures that current service level agreements are met.
- Achieve Quality targets set out in QA criteria.
- Technical Skills or Knowledge
- Excellent written and verbal communication skills in English
- Excellent administration skills
- Sales skills
- Writes and speaks fluently, clearly, correctly and convincingly
- Education and Experience
- Grade 12
- Financial Degree (FAIS Accredited qualification would be preferred/advantageous)
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Banking Jobs in Gauteng
The banking industry in Gauteng, South Africa is a dynamic and growing sector, with a strong demand for skilled professionals. Typically, job seekers in this field can expect to find opportunities across various sectors, including financial services, technology, and manufacturing. Generally, the industry outlook remains positive, with a common expectation of steady growth and expansion.
When it comes to salary expectations, banking positions in Gauteng typically fall within broad ranges, often influenced by factors such as experience, company size, and industry sector. For instance, entry-level positions may start around R400 000 per annum, while senior roles can exceed R800 000. However, please note that these figures are approximate and can vary significantly depending on individual circumstances.
Common skills required for banking roles in Gauteng include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and interpersonal skills, and a solid understanding of regulatory requirements. Other essential skills often include technical expertise in areas such as accounting, risk management, or compliance. Additionally, many employers place a high value on emotional intelligence, creativity, and adaptability.
The banking industry is commonly found in sectors such as financial services, technology, manufacturing, and corporate finance. Financial services companies, for example, are often major players in the industry, while technology firms may require banking professionals with technical expertise. Manufacturing sector banks also exist, catering to the needs of specific industries.
Career development opportunities abound in the banking industry, with many positions offering clear career progression paths. Typically, entry-level roles can lead to senior management positions or specialized fields such as risk management or compliance. Opportunities for professional development, training, and mentorship are often available within organizations, allowing professionals to build expertise and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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