Branch Consultant Non FAIS

purpose
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
experience and qualifications
Minimum Requirement : NQF 4 Qualification
1-2 years related experience
Relevant Preferred (Ideal) Qualification: NQF 5 as prescribed by the Financial Services Board
Regulatory Exam qualification
FAIS Compliant as prescribed by the Financial Services Board
An appropriate recognised business Diploma or Higher Certificate at NQF level 6
FAIS – NO
additional requirements
There are no additional requirements associated with this vacancy.
responsibilities
Connect with our customers by living up to our brand promise of “how can we help you?” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs

Conduct themselves in an ethical manner at all times
Adhere to the TCF (Treating Customer fairly) principles in all that you do
Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs
Leads identified converted into successful sales
Ensure activities support cost containment and reduction
Optimize every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels
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
Accurate processing of all customer financial transactions
Demonstrates behaviour in support of the organizational values
Takes accountability for own performance, personal and career development
Improve knowledge and competencies by completing training specific for role as per eCareers
Contribute to the overall effectiveness and success of the team
Maintain an ability to adapt to ever changing business and customer needs

Job ID : , #212, 21 views,

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