Customer Relationship Officer

Placements24; Pretoria; Hybrid; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Medical aid

Retirement fund contributions

Extensive training programs

Job summary

Placements24 in Pretoria seeks a Customer Relationship Officer to nurture and strengthen client relationships, advising on banking products and services. You will manage a portfolio, resolve inquiries, and ensure compliance with bank policies from a hybrid office setup in the Pretoria region.

The ideal candidate has banking/financial services experience, excellent communication, and CRM proficiency, with a customer-centric mindset and strong organizational skills.

Qualifications

• Proven experience in a customer-facing role, preferably in banking/financial services.
• Excellent interpersonal and communication skills with diverse clients.
• Strong understanding of banking products, services, and regulations.
• Proficiency in using banking software and CRM systems.
• Customer-centric approach with commitment to exceptional service.
• Detail-oriented with strong organizational and time-management skills.
• Ability to work in a hybrid work model.
• Relevant tertiary qualification in Finance, Business, or related field.

Responsibilities

• Manage and grow a portfolio of individual and business banking clients.
• Provide personalized financial advice and solutions tailored to client needs.
• Handle customer inquiries and resolve issues efficiently, escalating when necessary.
• Process various banking transactions accurately and in compliance with regulations.
• Identify opportunities to cross-sell and upsell banking products and services.
• Conduct regular client check-ins to ensure satisfaction and identify potential new needs.
• Maintain detailed client records and ensure all interactions are logged appropriately.
• Adhere strictly to all bank policies, procedures, and regulatory requirements.

Skills

Customer-facing

Interpersonal skills

CRM systems

Banking products

Education

Finance/Business degree

Tools

CRM software

Banking software

Job description

About the Role

Our client, a reputable financial services institution, is seeking a dedicated Customer Relationship Officer to join their branch in Pretoria, Gauteng. This vital role focuses on nurturing and strengthening relationships with the bank's client base, ensuring their banking needs are met with professionalism and efficiency. The successful candidate will be responsible for managing a portfolio of clients, providing personalized banking advice, and resolving inquiries with a high degree of accuracy and customer focus. This position offers a fantastic opportunity to build a career within the financial sector and make a tangible impact on client loyalty and satisfaction within the Pretoria region.

Key Responsibilities

• Manage and grow a portfolio of individual and business banking clients.
• Provide personalized financial advice and solutions tailored to client needs.
• Handle customer inquiries and resolve issues efficiently, escalating when necessary.
• Process various banking transactions accurately and in compliance with regulations.
• Identify opportunities to cross-sell and upsell banking products and services.
• Conduct regular client check-ins to ensure satisfaction and identify potential new needs.
• Maintain detailed client records and ensure all interactions are logged appropriately.
• Adhere strictly to all bank policies, procedures, and regulatory requirements.

Requirements

• Proven experience in a customer-facing role, preferably within the banking or financial services industry.
• Excellent interpersonal and communication skills, with the ability to build rapport with diverse clients.
• Strong understanding of banking products, services, and financial regulations.
• Proficiency in using banking software and CRM systems.
• A customer-centric approach with a commitment to delivering exceptional service.
• Detail-oriented with strong organizational and time-management skills.
• Ability to work collaboratively within a team environment and adapt to a hybrid work model.
• Relevant tertiary qualification in Finance, Business, or a related field is preferred.

Benefits

• Our client provides a competitive salary, a comprehensive benefits package including medical aid and retirement fund contributions, and extensive training programs designed for career advancement within the financial industry.
• This hybrid role offers a balance of in-office presence in Pretoria, Gauteng and remote flexibility.