Hybrid Banking Customer Advisor

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

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.