Banking Client Relations Specialist

Placements24; Upington; Híbrido; ZAR 300 000 - 450 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary package

Hybrid work arrangement in Upington

Medical aid

Retirement annuity

Professional development & financial #

Training and certifications

Paid time off

Wellness programs

Resumo da oferta

Placements24 in Upington, Northern Cape is seeking a proactive Customer Relationship Specialist to deliver personalized financial guidance and support to a diverse client base.

You will manage client inquiries, present banking products, and ensure compliant, high-quality service across hybrid work arrangements. The role offers opportunities for professional development and meaningful client financial well-being contributions.

Qualificações

• Experience in customer service or relationship management, preferably within the banking or financial services sector.
• Strong knowledge of banking products, services, and financial concepts.
• Excellent communication, listening, and interpersonal skills with the ability to build trust and rapport.
• Proficiency in using CRM software and banking systems.
• High degree of professionalism, integrity, and discretion.
• Strong problem-solving abilities and a proactive approach to client support.
• Ability to work effectively in a hybrid model, balancing office-based client interactions with remote administrative tasks.
• Detail-oriented with strong organizational and time management skills.
• A commitment to ethical conduct and client advocacy.

Responsabilidades

• Serve as a primary point of contact for a portfolio of banking clients, building rapport and understanding their financial goals.
• Provide detailed information and guidance on a range of banking products and services, including accounts, loans, investments, and digital banking solutions.
• Assist clients with inquiries, transaction processing, and problem resolution, ensuring timely and satisfactory outcomes.
• Proactively identify opportunities to offer additional products or services that meet client needs and enhance their banking experience.
• Conduct regular reviews with clients to assess their financial situation and provide tailored recommendations.
• Ensure all client interactions and transactions are conducted in compliance with regulatory requirements and internal policies.
• Maintain accurate and up-to-date client records and documentation in the bank's CRM system.
• Collaborate with other departments within the bank to ensure seamless service delivery for clients.
• Gather client feedback to identify areas for service improvement and contribute to business development strategies.
• Promote digital banking channels and educate clients on their benefits and usage.

Formação académica

Bachelor's degree in Finance, Business Administration, Economics, or a related field

Descrição da oferta de emprego

Placements24 in Upington, Northern Cape is seeking a proactive Customer Relationship Specialist to deliver personalized financial guidance and support to a diverse client base.

You will manage client inquiries, present banking products, and ensure compliant, high-quality service across hybrid work arrangements. The role offers opportunities for professional development and meaningful client financial well-being contributions.