Positioning bank products to clients
Running the branch in the absence of management
Lodging funeral claims for clients.
Conduct training sessions for the team at large.
Conduct telemarketing to source new clients
Preparing team schedule for the month
Mandating loans on the system.
Conducting pre checks on loan application to minimize errors
Assist clients with financial problems using a relationship-based approach.
Meeting set individual targets
Review operational data to forecast trends and prepare reports for use in strategic business decision-making.
Provide service to customers and prospects
To always looking for an opportunity to up and cross sell bank products.
Ensure compliance to the bank policies and procedures
Adhere to legislative requirements

Hard skills

Converting clients to bank with Capitec Bank
Being able to position the bank products with success
Generally meeting my monthly and quarterly targets

Soft skills
Empathy
Earn and extend trust
Act, learn and adapt
Inspire optimism and persistence
Curious and continuously learn
Simplify and make it easy
Plan, deliver and raise the bar