Customer Relationship Specialist

Placements24; Upington; Hybrid; ZAR 300,000 - 450,000; Full time

Benefits offered by this job

Competitive salary package

Hybrid work arrangement in Upington

Medical aid

Retirement annuity

Professional development & financial #

Training and certifications

Paid time off

Wellness programs

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Education

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

Job description

About the Role

Our client, a prominent financial institution, is seeking a proactive and engaging Customer Relationship Specialist to join their client services division in Upington, Northern Cape . This role is dedicated to fostering strong, long-lasting relationships with the bank's clientele by providing personalized support and expert advice. You will be responsible for understanding client needs, offering suitable financial products and services, and ensuring a consistently positive customer experience. The ideal candidate possesses exceptional interpersonal skills, a keen understanding of financial services, and a commitment to client satisfaction. This is a valuable opportunity to contribute to a reputable organization, build a career in finance, and make a tangible difference in the financial well-being of clients. We prioritize client trust and exceptional service delivery.

Key Responsibilities

• 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.

Requirements

• Proven 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.
• Bachelor's degree in Finance, Business Administration, Economics, or a related field is preferred.
• 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.

Benefits

• Competitive salary package and potential for performance-based bonuses.
• Hybrid work arrangement offering a mix of office presence and remote flexibility in Upington, Northern Cape .
• Comprehensive medical aid and retirement annuity benefits.
• Opportunities for continuous professional development and financial certifications.
• A supportive and professional work environment within a leading financial institution.
• Access to ongoing training and resources on financial products and services.
• Generous paid time off.
• Employee wellness programs.