Banking Client Onboarding & Upsell Specialist

Discovery Limited; Sandton; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Sandton is looking for a Client Engagement Consultant. This role involves making outbound calls to new clients to provide information on bank products, navigating app features, and addressing client queries. The ideal candidate should have 3 years of customer service experience, along with strong communication and administration skills. A FAIS accredited qualification is preferred. This position is office-based and committed to helping clients with their banking needs.

Qualifications

• 3 years customer service experience within the service environment.
• 2 years sales experience.
• Excellent written and verbal communication skills in English.

Responsibilities

• Make outbound calls to welcome new clients joining Discovery Bank.
• Assist clients with navigating the app and answering queries.
• Coordinate administration and maintain accurate statistics of all queries.

Skills

Communication skills

Administration skills

Customer service experience

Sales experience

Education

FAIS Accredited qualification

Job description

A leading financial services company in Sandton is looking for a Client Engagement Consultant. This role involves making outbound calls to new clients to provide information on bank products, navigating app features, and addressing client queries. The ideal candidate should have 3 years of customer service experience, along with strong communication and administration skills. A FAIS accredited qualification is preferred. This position is office-based and committed to helping clients with their banking needs.