Financial Advisor - BPO

Sigma Connected Group; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Awards program

Employee Assistance Program (EAP)

Mental Health First Aiders

Medical Insurance

Shuttle services

Internal social platform

Diversity & inclusion

Job summary

Sigma Connected Group in Cape Town seeks a Financial Advisor to act as the primary contact for customers, guiding them on account features, cashback, interest rates, and debit card usage. You will collaborate with internal teams to resolve issues and ensure regulatory compliance.

The role offers full training, a fast-paced digital banking environment, and opportunities to contribute to customer satisfaction and team goals.

Qualifications

• 1 year proven experience in a customer-facing role, ideally in banking or financial services.
• A matriculation certificate (or equivalent qualification) is required.
• Excellent verbal and written communication skills with the ability to convey complex information clearly to diverse audiences.
• Experience managing high volumes of customer inquiries across multiple channels (phone, email, chat).
• Ability to handle customer concerns with professionalism, empathy and efficiency, while providing timely resolutions.

Responsibilities

• You will be the primary point of contact for customers, addressing inquiries related to account features, transactions, and issues.
• You will guide customers on maximizing benefits of their current accounts, including cashback, interest rates and debit card usage.
• You will work with internal teams to resolve issues, ensure regulatory compliance, and provide feedback on service improvements.
• You will thrive in a fast-paced, digital-first banking environment and support team goals.
• You will participate in training and continuous coaching to excel in the role.

Skills

Customer service

Communication skills

Empathy

Problem solving

Education

Matriculation certificate

Job description

What being part of the Sigma Family means for you

As our business continues to thrive and expand, we are searching for exceptional individuals to become part of the Sigma Family as Financial Advisors. Before delving into the details of this role, let us explain why joining us at Sigma is a fantastic opportunity.

Who are the Sigma Family?

Our core mission is to #ImproveEverythingAlways, with a strong focus on our people. That's why we are seeking exceptional individuals to join us and represent our clients, delivering top-tier customer service across various industries.

What being a part of the Sigma Family means for you!

Career development and opportunities to apply for internal promotions following your probationary period.

Monthly, Quarterly and Annual awards with marvelous prizes.

Resources such as the Employee Assistance Program (EAP) and Mental Health First Aiders to support you when life might not be going quite as you expected.

Receive a tree in the Sigma Forest when you pass probation. This will allow you to review how your tree is reducing your carbon footprint.

Medical Insurance - Covers doctor visits, optometrist appointments and dental assistance, funeral cover which are available at a minimal monthly contribution. Our funeral cover, group life cover is free from the Sigma Family to you.

Transportation Benefits - Accommodate making your traveling journey to work easier with the amazing shuttle services that we offer our employees.

Join communities and collaborate with your colleagues on our internal Social Media platform.

The opportunity to be a part of an equal, diverse, and inclusive workplace - all amazing people are welcome in the Sigma Family.

A bit more about the Opportunity...

What Your Day-to-Day will Look Like:

You’ll be working from offices based in Southern Suburbs, Cape Town. In this role, you will act as the primary point of contact for customers, addressing inquiries related to account features, transactions, and issues. You will guide customers on how to maximize the benefits of their current accounts, including cashback, interest rates, and debit card usage. Additionally, you will work closely with internal teams to resolve issues, ensure compliance with regulatory standards, and provide feedback on potential service improvements.

The ideal candidate will have a customer-centric mindset, strong communication skills, and a keen eye for detail, while thriving in a fast-paced, digital-first banking environment.

With frequent calls, the pace is quick, ensuring a dynamic day assisting numerous people daily. You will work towards team goals and connected with your team during shifts.

Full training and ongoing coaching are provided throughout your career. While prior knowledge is not expected, you will need to have a willingness to learn and a drive to excel. If you possess these qualities, you are going to thrive here!

Requirements:

• 1 year proven experience in a customer-facing role, ideally in the banking or financial services industry.
• A matriculation certificate (or equivalent qualification) is required.
• Excellent verbal and written communication skills, with the ability to convey complex information clearly and effectively to diverse audiences.
• Experience in managing high volumes of customer inquiries across multiple channels (e.g., phone, email, chat).
• Ability to handle customer concerns with professionalism, empathy, and efficiency, while providing timely resolutions.

What Amazing People Will Bring to the Role:

You are someone who is dedicated to providing outstanding customer service. Your commitment to your role shines through as you genuinely enjoy assisting people with their concerns, possessing excellent listening, communication, and empathy skills. Confidently, you engage with individuals to address customer inquiries and conflicts. Adapting to change comes naturally to you, comfortable both in independent work and team settings. Striving towards KPIs, you welcome feedback and maintain a positive outlook. You excel under pressure, diligently tracking your targets in a fast-paced work environment.