Branch Consultant Queenstown

Finbond Mutual Bank; Komani; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Finbond Mutual Bank in Komani seeks a branch administrator to provide sales, promotion, communication and administrative services to clients. The role emphasizes accurate data recording, prompt handling of payments and complaints, and support for daily/monthly reporting and reconciliations.

The ideal candidate demonstrates empathy, clear communication, numeracy, and a proactive approach to tasks, including bilingual capabilities and knowledge of the bank's products and pricing.

Qualifications

• Matric is the minimum educational requirement for this role.
• Knowledge of the financial services industry is preferred.
• No criminal record and clear ITC (credit) history are required.
• Ability to work accurately with financial records and reports.

Responsibilities

• Promptly answer and handle incoming calls per bank standards.
• Record client information accurately on the system.
• Handle client complaints promptly and professionally.
• Answer enquiries regarding payments (EFT, Allps, Nupay).
• Assist with Nupay reports and follow up on failed transactions.
• Assist with minimizing bad debt and daily cash box balancing.
• Complete daily and monthly reports and support Head Office requests.
• Reconcile client accounts and maintain administration records.

Skills

Empathy

Clear communication

Numeracy & literacy

Administrative organisation

Positive attitude

Product knowledge

Pricing knowledge

Computer literacy

Conflict resolution

Multilingual

Education

Matric

Job description

Main purpose of this job

To provide a sales, promotion, communication and administrative service to clients with clearer communication and effective administration; to the extent necessary for the organisation to achieve its objectives.

Critical outcomes

• Prompt and professional answering and handling of incoming telephone calls in accordance with laid down company standards.
• Accurate recording of client information on company's computer system(Delfin)
• Prompt and effective handling of any complaints received from clients, other branches and Head Office.
• Prompt and effective handling of any enquiries regarding payments (eft, Allps,Nupay,etc)
• Assisting with checking and capturing of Nupay reports and follow up on failed transactions
• Assisting with minimizing of Bad Debt
• Daily Balancing of Cash Box
• Assisting with accurate completion of Daily, Monthly and other reports required from Head Office
• Assisting with reconciliation of all Client accounts ( updating file notes regularily)
• Accurate maintenance of administration records including the keeping of all information required relating to issuing of loans
• Proper and accurate operation of company computer systems and processes in accordance with procedures laid down by the company from time to time

Marketing and Product Sales Skills, Knowledge and Attitude requirements

The incumbent should be able to demonstrate:

• Empathy and patience with clients and colleagues
• An ability to orally communicate in a clear, respectful, honest, assertive and persuasive manner
• Numeracy and literacy abilities to the level that ensures no mistakes.
• A flair for administrative organisation and detail
• A positive attitude
• A ready knowledge of the company's products (Type of loans as well as Consumer Finance)
• A ready knowledge of the pricing of each product (Consumer Finance)
• An ability to operate a computer and peripherals effectively and at acceptable speeds
• Understanding of the need for urgency when dealing with daily and monthly reports, complaints and queries
• Accuracy in the maintenance of records and systems
• An ability to remain calm and resolve conflict
• An ability to converse in at least two languages spoken within the market place
• A compliance to all workplace rules and procedures
• A willingness to undertake duties beyond the confines of your job.

Reporting relationship

The person will report to the Branch Manager.

Requirements

Minimum matric Knowledge of financial services industry No criminal record Clear ITC