ZAF Customer Expert/Financial Services

Tp-8f723eaf; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Tp-8f723eaf is seeking a customer service representative to handle inbound calls across a range of products and transactions. You’ll identify and fulfil customer needs, bring on board new customers, retain existing ones and cross-sell where appropriate, delivering high-quality service and ensuring customer satisfaction.

You will guide customers to resolution via phone, email, and chat, resolve issues, educate on features, and uphold company standards and SLAs while collaborating with the team to

Qualifications

• Matric or NQF Level 4 (preferred).
• 6–12 months of experience in customer service or sales processes.
• Superior oral and written communication, presentation, and interpersonal skills.

Responsibilities

• Guide customers to issue resolution via phone, email, and chat channels.
• Convert quotes into sales while focusing on customer retention and service.
• Problem-solve customer challenges and educate on product features or use cases.
• Advocate for customers and take ownership of the resolution journey.
• Collaborate with colleagues to evaluate complex situations and decide quickly.
• Investigate and resolve incoming complaints, escalating as needed.
• Maintain alignment with SLAs and KPI targets set by leadership.
• Balance shifting priorities and maintain a positive, respectful customer attitude.

Skills

Customer service

Communication skills

Multitasking

Sales skills

Education

Matric or equivalent (NQF 4)

Job description

Overview

Dealing effectively with inbound calls regarding a range of products and transactions is what’s involved here. A real chance to make the most of your excellent customer service skills. You’ll spend each day identifying and fulfilling a variety of needs, including bringing on board new customers, retaining existing ones and cross‑selling at every opportunity. In short, you’ll provide a high-quality service and prove that nothing is too much trouble.

Qualifications

Education and Specific TrainingWork Experience Matric or NQF Level 4 (preferred)

Minimum 6- 12 months of experience working with a Customer service/Sales process - essential

Superior oral and written communication, presentation, and interpersonal skills. - preferred

Responsibilities

Guide customers to issue resolution via phone, email, and chat channels

Converting quotes in to sales focusing on customer retention and exceptional service at all times

Problem-solve customer challenges and educate them on additional features or use cases for the product/service

Advocate for customers, taking ownership of the resolution journey

Collaborate with and support colleagues and stakeholders to evaluate ambiguous, complex situations and quickly execute decisions

Investigate and resolve incoming customer complaints, escalating to appropriate channels accordingly

Demonstrate strong business and strategic acumen to balance both the customer and business goals

Respond to product inquiries and answer questions ensuring the product matches the customers’ needs

Become a product expert and understand each customer’s needs to provide real, effective solutions based on customers’ needs and deliver exceptional customer service

Uphold processes and policies in support of organizational goals

Execute against organizational SLAs for customer care

Contribute proportionately to the team’s achievement of all KPI’s as set by the Team Leader

Meet and exceed the quality standards set by the client in handling calls and ensure that all promises to our customers are fulfilled

Balance rapidly shifting priorities through multitasking and flexibility

Maintain positive attitude in the face of customer concerns, treaƟng customers fairly and with respect

Act as subject matter expert on processes, policies, and internal tools while advocating for the customer experience

Following our Business Code of Conduct and regulatory requirements and always acting with integrity and due diligence

Understanding customer’s needs and, or, any vulnerabiliƟes the customer may have to ensure each customer receives appropriate assistance in good Ɵme to ensure the customer is not disadvantaged Additional duties and responsibilities may be assigned based on the ever-evolving service and support our customers require.