Universal Banker / Telesales

Quest Staffing Solutions; Cape Town; On-site; ZAR 180,000 - 270,000; Full time

Job summary

Quest Staffing Solutions in Cape Town is seeking a customer-focused banking professional to assist customers with everyday transactions and enquiries. You will open and update customer accounts, identify needs, and propose suitable products while handling queries efficiently.

The role requires 1–2 years in banking or related fields, strong communication, and numerical abilities, with a professional approach to service delivery and compliance with bank procedures.

Qualifications

• 1–2 years’ experience in banking, financial services, retail or customer service.
• Strong communication and interpersonal skills.
• Good numerical, administrative and problem-solving abilities.
• Customer-focused with a professional approach to service delivery.
• Grade 12 / Matric.
• Clear credit, fraud and criminal checks.

Responsibilities

• Assist customers with day-to-day banking transactions and enquiries.
• Open, maintain and update customer accounts.
• Identify customer needs and recommend suitable banking products and services.
• Resolve customer queries and service requests efficiently.
• Process banking transactions accurately and in line with banking procedures and regulatory requirements.
• Support sales targets through product recommendations and cross-selling.
• Maintain accurate customer records and ensure compliance with relevant policies and procedures.

Skills

Customer service

Communication

Interpersonal skills

Numerical ability

Problem solving

Attention to detail

Education

Grade 12 / Matric

Job description

• Assist customers with day-to-day banking transactions and enquiries.
• Open, maintain and update customer accounts.
• Identify customer needs and recommend suitable banking products and services.
• Resolve customer queries and service requests efficiently.
• Process banking transactions accurately and in line with banking procedures and regulatory requirements.
• Support sales targets through product recommendations and cross-selling.
• Maintain accurate customer records and ensure compliance with relevant policies and procedures.
• Grade 12 / Matric.
• Clear credit, fraud and criminal checks.
• 1–2 years’ experience in banking, financial services, retail or customer service.
• Strong communication and interpersonal skills.
• Good numerical, administrative and problem-solving abilities.
• Customer-focused with a professional approach to service delivery.