Service Consultant Requisition Number: 135553 Closing Date: 26 August 2024 Location: Hermanus Job Family: Sales and Service Career Stream: Client Service Leadership Pipeline: Manage Self: Technical (MST) Job Purpose To educate clients on the convenience, security and functionality of digital and self-service solutions; processing cash transactions and cash fulfillment (i.e. balancing and replenishment) and performing first line device maintenance in order to meet business goals and exceed the client expectations. Job Responsibilities Client Engagement: Address any concerns relating to the queue flow or digital devices. Assist clients to download online applications and resolve any login issues. Assist clients to buy value-added services (e.g. pre-paid data and airtime) online or through a self-service device. Assist clients to obtain statements, cards and other relevant documentation from self-service zones. Build and maintain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests. Discover clients' service and digital needs through connecting, understanding and delivering financial solutions with care. Educate clients and potential clients on how to subscribe and service their account. Educate clients on self-service, digital functionality and features. Facilitate a conversation with clients to assist them in completing their service needs online. Identify quality sales leads and enable cross-selling (without advising) through client engagement. Meet, greet, establish and clarify client needs, verify documentation and direct clients. Nurture strong, long-standing client relationships. Own the client request end to end and route for alternative intervention if not equipped to service the client. Provide knowledgeable client service that fosters mutual trust and confidence. Business Operations: Accept and service cash transactions over the counter. Action control checklist applicable to teller, enquiries and foreign functions daily. Balance and secure branch stock holding (e.g. cards). Control the queuing process and prioritise clients with special needs. Destroy old stock (e.g. cards) identified by reports. Enable further processing of inter-bank transfers by preparing all transactional documents in the required format for handover to couriers. Ensure ATM/ID availability through balancing and loading of cash and attending to down devices by performing first line device maintenance support. Execute on cash management (i.e. Treasury and holdings), cash efficiency and recycling strategies within the store. Load cash, balance and provide first line device maintenance and replenishment of consumables of all store devices. Minimise losses and ensure corrective action is taken by declaring any discrepancies in cash holdings. Process client deposits, withdrawals, change for change and transfer requests by following relevant procedures and policies. Process client forex requests by following the relevant procedures and policies (e.g. FBN, bills and transfers). Risk and Compliance: Mitigate risk by controlling counter and drop safe limits according to policy. Prevent fraud and losses by adhering to mandates, as well as client and transaction authentication procedures and policies. Nedbank Goals: Act in the client's interest, inform the client, take accountability, and go the extra mile. Contribute to the success of Nedbank through meeting service excellence, teamwork, and personal development goals while adhering to security, operational and compliance procedures and policies. Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience. Improve digital enticement and migration volumes to self-service devices and online channels. Essential Qualifications - NQF Level: Diploma Preferred Qualification: Higher Certificate in Banking Services - NQF5 Minimum Experience Level: 1 - 2 years Retail/Banking Client Service, Cash, Technology Savvy, 1st Line Problem Resolution experience. Foreign exchange experience. Technical / Professional Knowledge: Customer service principles Product Knowledge Problem solving skills Relationship management Nedbank security policies and procedures Governance, Risk and Controls Forex product Behavioural Competencies: Building Customer Loyalty Earning Trust Collaborating Managing Work Adaptability Stress Tolerance Continuous Learning Please contact the Nedbank Recruiting Team at +27 860 555 566
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