Customer Service Representative - Financial Services

Placements24; Pretoria; Hybrid; ZAR 260,000 - 360,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Performance incentives

Training program

Hybrid work model

Job summary

Placements24 is seeking a Customer Service Representative for a reputable financial services client in Pretoria, offering a hybrid role with office and remote work.

You will be the frontline contact for clients, answering inquiries, guiding on banking products, and ensuring accuracy with CRM records. Fluency in English and Afrikaans, attention to detail, and compliance with financial regulations are essential; a strong training program and growth opportunities are provided.

Qualifications

• Experience in customer service, preferably in financial services.
• Excellent English and Afrikaans communication.
• Familiarity with financial products is a plus.
• Proficiency with CRM and standard office apps.

Responsibilities

• Respond to inquiries via phone, email, and in-person about accounts and services.
• Provide information on banking services and financial products.
• Assist with account opening/closing and updating personal data.
• Resolve customer issues promptly and escalate complex cases.
• Educate customers on digital banking tools and policies.
• Ensure compliance with regulations and security protocols.
• Process applications and documentation for new accounts.
• Maintain records of interactions in the CRM system.
• Identify opportunities to offer additional services.
• Contribute to team goals and service level targets.

Skills

Customer service

Communication

Multitasking

Listening skills

Education

High school diploma

Tools

CRM software

Job description

About the Role

Our client, a reputable financial services institution, is looking for a dedicated and detail-oriented Customer Service Representative to join their team in Pretoria, Gauteng . This hybrid role combines essential office-based collaboration with the flexibility of remote work. You will be the first point of contact for clients, providing information, resolving inquiries, and offering support related to a wide range of financial products and services. The ideal candidate possesses exceptional communication skills, a strong understanding of customer service principles, and an unwavering commitment to client satisfaction within the sensitive financial sector. This role requires adherence to strict regulatory standards and a high degree of professionalism. If you are passionate about finance and helping people, this is an excellent opportunity to grow your career in Pretoria .

Key Responsibilities

• Respond to customer inquiries via phone, email, and potentially in-person regarding accounts, products, and services.
• Provide accurate information about banking services, loan products, investment options, and other financial offerings.
• Assist clients with account management tasks, including opening/closing accounts, processing transactions, and updating personal information.
• Troubleshoot and resolve customer issues efficiently and professionally, escalating complex cases when necessary.
• Educate customers on available services, digital banking tools, and relevant policies.
• Ensure compliance with all financial regulations, company policies, and security protocols.
• Process applications and documentation accurately for new accounts and services.
• Maintain detailed records of customer interactions and transactions in the CRM system.
• Identify opportunities to offer additional services or products that meet customer needs.
• Contribute to team goals by achieving individual performance targets and service level agreements.

Requirements

• Previous experience in a customer service role, preferably within the financial services or banking sector.
• Excellent verbal and written communication skills in English and Afrikaans.
• Strong understanding of financial products and services is highly desirable.
• Proficiency in using CRM software and standard office applications.
• Ability to handle sensitive customer information with discretion and integrity.
• Excellent listening skills and a patient, empathetic approach to customer interactions.
• Ability to multitask and manage time effectively in a fast-paced environment.
• High school diploma or equivalent required; further education or certifications are a plus.
• Must be eligible to work in South Africa and able to attend the Pretoria office as required by the hybrid schedule.

Benefits

This hybrid position offers a competitive salary of ZAR per annum, alongside a comprehensive benefits package that includes medical aid, a retirement fund contribution, and performance incentives. Our client provides a structured training program to ensure you are well-equipped to handle the complexities of financial services. Opportunities for professional growth and development within the company are abundant. Enjoy the flexibility of a hybrid work model, balancing productive office days in Pretoria with the convenience of remote work. Join a respected institution that values its employees and offers a stable and rewarding career path in the Gauteng province.