Thursday , February 22 2024

Bidvest Vacancies – Sales and Service Support

Website Bidvest Bank

Job Description:

Provide service and administrative support to the sales and distribution teams to deliver a superior client service to clients, ensure efficient operations within the Banks eco-system, related to organization and communication. Act as secondary contact to the clients.

Job Responsibilities:

  • Responding speedily and correctly to stakeholder and client queries ensuring that solutions are achieved timeously.
  • To follow up with all parties to ensure that the necessary documentation is in place and processes are followed to ensure reviews are completed and transactions are processed timeously
  • Send all signed opening documentation to CFX admin
  • Pro-active identification of X Sell OppAct as a liaison between Relationship Managers and CFX admin
  • Taking on the role as the secondary point of contact for the Relationship Managers, providing all administrative support ensuring excellent service levels and quality to clients
  • To train and assist the client telephonically on the necessary systems / processes to deal with the Bank in the most efficient way
  • Pro-active after Sales; activatt and customer training and digital migration
  • Send welcome letter to banker once account has been opened
  • Follow up with CFX admin to ensure account is opened timeously
  • To proactively review the client files and ensure the Relationship Managers are advised of the updated client documents that are required.
  • Providing telephonic support to clients and Relationship Managers to proactively address their needs
  • Check and collate all account opening documentation

Job Requirements:

  • Strong interpersonal skills
  • Excellent communication skills (written and verbal)
  • Attention to detail
  • Time management skills
  • Ability to explain technical aspects to clients
  • Organization skills
  • Problem solving skills
  • Microsoft skills
  • Ability to manage organizational change
  • Client orientation
  • Financial acumen
  • Business administration
  • Exposure to MS Sharepoint
  • Good understanding of technology
  • Positive attitude and resilient
  • Ability to work effectively in a team.
  • Negotiation skills

Qualification & Experience:

  • 2 years in an administrative or client service role
  • Certificate in Banking, or Equivalent NQF 5
  • 3 years in a sales and client service role in a financial institution
  • Matric

Job Details:

Company: Bidvest Bank

Vacancy Type:  Full Time

Job Location: Wierda Valley, Gauteng, South Africa

Application Deadline: N/A

Apply Here