Entrenchment Consultants – Personal Banking (Affluent) at Sheer Logic

Job Description

Essential Functions


Execute on defined tasks and key performance measures assigned per campaign for Personal Banking in line with guidelines, success measures and framework provided to ensure effective execution of entrenchment, retention, onboarding, and engagement capabilities.
Implement and engage clients for campaigns to increase entrenchment, drive cross-sell, improve transactional turnover, minimise client disengagement through retention, and improve conversion of NTB sales to active clients.
Conducts calls which result in uplift in transactional activity, cross-sell, and improved retention.
Ensure activities for the day are reported and closed off on the necessary tools/templates which can inform weekly/monthly/quarterly reporting.
Collate information on value, variation and failure in the system whilst executing work processes, in order to contribute to development of management information.
Educate clients on all relevant procedures, system functionalities (e.g. self-service and IVR) and general information, this includes informing clients of their rights and obligations to the bank in accordance with the Code of Banking Practice.
Understand the risks associated with the client demand and adhere to all risk and compliance requirements.


Work Experience


3-4 years' Experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.


Behavioural competencies


Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense.
Is open to taking up learning opportunities; is quick in acquiring knowledge and skills; develops expertise by updating specialist knowledge.
Copes with change and variety; tolerates uncertainty and ambiguity; adapts to new challenges
Builds rapport and puts people at ease; is engaging and welcomes people; finds it easy to make friends
Is focused on activity and works quickly; keeps busy and maintains productivity; is comfortable multi-tasking to produce output
Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information
Strives to achieve outstanding results; is ambitious and acts with determination; persists through difficulties to achieve results
Is focused on continuously improving things; provides insights by identifying key issues; makes intuitive judgements


Technical Competencies


The ability to verify, scrutinise and assess account application submissions received.
Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions.
The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position.
Understands and applies account application and submission processes and related activities.
Knowledge and understanding of the features, benefits and pricing of the products and services on offer to Personal Banking customers across multiple customer segments.
The ability to assess if the customer qualifies to receive the services applied for, based on established parameters and criteria.