Consumer Investments - Financial Services Representative

Findojobs South Africa; South Africa; Hybrid; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company in South Africa seeks a Financial Services Representative to deliver exceptional customer service and educate clients on financial products. The role requires a client-focused attitude and the ability to work flexibly. Join a team that values continuous training and development, providing a supportive environment for your career growth.

Benefits

Industry-leading benefits

Access to paid time off

Continuous training and development opportunities

Qualifications

• Must be client-focused with a passion for excellence and a positive team attitude.
• Self-motivated, goal-oriented, and able to multitask in a fast-moving environment.
• Effective communicator with aptitude for sales and relationship management.
• Strong computer skills.
• Ambitious, disciplined, hardworking, and willing to learn.
• Must be flexible to work any schedule: Sunday to Friday 8 am to 9 pm CST.

Responsibilities

• Deliver exceptional customer service by resolving escalated inquiries.
• Triages client requests and makes referrals to specialists.
• Applies knowledge of financial products to educate clients.

Skills

Active Listening

Attention to Detail

Critical Thinking

Customer and Client Focus

Oral Communications

Account Management

Client Experience Branding

Decision Making

Emotional Intelligence

Result Orientation

Adaptability

Coaching

Prioritization

Referral Identification

Written Communications

Job description

Description

This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Job expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.

Responsibilities:

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner.
• Triages client requests and makes referrals to appropriate internal specialists.
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities.

We’ll help you:

• Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy.
• Get training and one-on-one coaching from academy managers who are invested in your success.
• Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide.
• Develop techniques to confidently engage with clients by telephone.
• Continue to learn and grow in a culture where growth and career advancement are a priority.

As a Financial Services Representative I, you can look forward to:

• Providing a world-class client experience through point of call account servicing and resolution.
• Working in a well-compensated, highly collaborative environment.
• Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America.

You’re the kind of person that (required skills):

• Is client-focused with a passion for excellence and a positive team attitude.
• Is self-motivated, goal-oriented, and has the ability to multitask in a fast-moving, performance-based environment.
• Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
• Is an effective communicator with an aptitude for sales and relationship management.
• Has strong computer skills.
• Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
• Is ambitious, disciplined, hardworking, resilient, and willing to learn.
• Must be flexible to work any schedule: Sunday to Friday 8 am to 9 pm CST.

We’re a culture that:

• Believes in responsible growth and is dedicated to supporting the communities we serve.
• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
• Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients around the world.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Skills:

• Active Listening
• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Account Management
• Client Experience Branding
• Decision Making
• Emotional Intelligence
• Result Orientation
• Adaptability
• Coaching
• Prioritization
• Referral Identification
• Written Communications

Shift:

1st shift (United States of America)

Hours Per Week:

See above for details.

Pay Transparency details:

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)

Pay range: $24.00 - $25.96 hourly, offers to be determined based on experience, education, and skill set.

This role is compensated with a base salary and is not incentive eligible.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.