Activation Consultant

Standard Bank Group; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Standard Bank Group is seeking an activations specialist in Cape Town within Personal & Private Banking. The role focuses on outbound calls to onboard clients, activating accounts, cards and digital banking services, and delivering high-quality customer engagements.

The ideal candidate will have 2–3 years’ experience in a banking contact centre, a FAIS-recognised certificate, and a proven track record in meeting activation and service targets in a regulated financial services environment.

Qualifications

• FAIS recognised qualification and strict regulatory environment
• 2–3 years’ experience in banking contact centre or client activation
• Proven outbound sales and service engagement in retail banking
• Experience activating accounts, cards and digital banking solutions
• Achievement of defined sales and service targets in structured environments

Responsibilities

• Conduct outbound calls to onboarded clients to activate accounts, cards and digital banking services.
• Identify client needs and recommend banking solutions to achieve activation targets.
• Resolve client enquiries, service requests and complaints professionally within timelines.
• Capture and maintain client information ensuring FAIS and risk standards are met.
• Manage allocated leads and call schedules to meet SLAs and deliver high-quality interactions.

Skills

Outbound sales

Client activation

Excellent communication

Regulatory knowledge (FAIS)

Query handling & complaints

Education

National Certificate in Banking or higher FAIS recognised

Job description

Business Segment: Personal & Private Banking

Key Responsibilities:

• Conduct outbound calls to newly onboarded clients to activate accounts, cards and digital banking services, ensuring early engagement and seamless onboarding.
• Identify client needs through structured engagement and recommend appropriate banking solutions including rewards programmes and value-added services to achieve daily and weekly activation and sales targets.
• Resolve client enquiries, service requests and complaints accurately and professionally, ensuring all commitments are honoured within agreed timelines.
• Accurately capture and maintain client information while adhering to FAIS, governance, risk and quality assurance standards.
• Effectively manage allocated leads, optimise productivity against call schedules and service level agreements, and consistently deliver high-quality client interactions aligned to client value propositions.

Qualifications:

• National Certificate in Banking or higher that is FAIS recognised.
• 2–3 years’ experience in a banking contact centre or client activation environment, demonstrating:
• Proven outbound sales and service engagement within retail or personal banking
• Experience activating transactional accounts, cards and digital banking solutions
• Consistent achievement of defined sales and service targets
• Exposure to working within FAIS and regulated financial services environments
• Strong ability to manage client queries and complaints end to end
• Experience operating within structured productivity, quality and compliance frameworks
• Experience within Personal and Private Banking or a similar client coverage environment will be advantageous.

Additional Information:

• Adopting Practical Approaches and Providing Insights
• Articulating Information and Conveying Self-Confidence
• Challenging Ideas and Developing Expertise
• Checking Things and Upholding Standards
• Following Procedures and Managing Tasks
• Meeting Timescales and Producing Output
• Client Value Propositions
• Compliance
• Verbal Communication

Our Commitment to Diversity, Equity and Inclusion

Standard Bank Group is committed to fair and inclusive employment practices. We aim to build a workforce that reflects the diversity of the communities we serve and welcome applications from candidates of all backgrounds, including people with disabilities. We strive to create an environment where everyone has an equal opportunity to contribute and grow.