Branch Client Success & Loans Admin

Finbond Mutual Bank; South Africa; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Finbond Mutual Bank is seeking a Branch Consultant to deliver sales and promotion of financial products while providing quality administrative support to clients. You will handle incoming calls, record client data in the Delfin system, and assist with inquiries about payments and reports, ensuring accuracy and timeliness.

The role emphasizes empathy, clear communication in multiple languages, and diligent administration to support daily branch operations and customer satisfaction.

Qualifications

• Matric certificate and knowledge of financial services industry.
• No criminal record; clear ITC.
• Ability to communicate in at least two languages.

Responsibilities

• Provide sales, promotion and administrative service to clients.
• Answer and handle incoming calls promptly and professionally.
• Record client information accurately in the Delfin system.

Skills

Empathy

Communication

Numeracy

Administration

Product knowledge

Pricing knowledge

Computer literacy

Conflict resolution

Multilingual

Compliance

Education

Matric / Grade 12

Tools

Delfin system

Job description

Finbond Mutual Bank is seeking a Branch Consultant to deliver sales and promotion of financial products while providing quality administrative support to clients. You will handle incoming calls, record client data in the Delfin system, and assist with inquiries about payments and reports, ensuring accuracy and timeliness.

The role emphasizes empathy, clear communication in multiple languages, and diligent administration to support daily branch operations and customer satisfaction.