Purpose Statement
To enhance the lives of our clients by providing excellent client service, fulfilling and exceeding the client's needs, by using the Global One product offering in order to support our clients to Bank Better and Live Better
Experience
Minimum:
3 to 6 months previous client service experience within a retail/ financial/ banking environment OR if no experience, a candidate with a relevant tertiary qualification can be considered"
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 Similar
Certification in Finance or Banking
Knowledge
Minimum:
Knowledge and understanding of:
Basic calculations
Retail/consumer service environment
Ideal:
Knowledge and understanding of:
Capitec Bank Products
Internal business processes and procedures
Organisational Policies, including (but not limited to) the Branch Credit Granting Policy principles (BCGP)
Skills
Communications Skills
Interpersonal & Relationship management Skills
Computer Literacy (MS Word, MS Excel, MS Outlook)