Primary Purpose
Responsible for charge of training, managing staff quality assurance to handle customer service team issues. Obligated to oversea teams within the environment with specialised skills of fraud, telephone, outbound and inboud and system related functionalities. Creating, and setting targets and goals for improvement. Maintaining the Business related staff morale and motivation within the service level agreement.
Minimum Requirements
QUALIFICATION
- Matric or equivalent qualification
- National diploma in Business Management or related
- RE: 5
EXPERIENCE
- Experience with coaching, training and motivating employees is required
- 2-5 years supervisory experience within the financial sector.
TECHNICAL COMPETENCIES
- Monitor, tracking and communicating agent feedback with internal and external clients
- Minimize financial fraud losses by ensuring prompt action is taken on visa and transactional alerts
- Providing timeous feedback on
- Attend applicable stakeholder meetings and raising environment concerns
- Ensure all agents complete all Bank related trainings within the deadlines
- Engaging with clients and resolving conflict
- Constantly reviewing and implementing existing and new process and procedures
- Quality assurance and filing monthly reports
- Ensuring all transactions are monitored, processed and cleared with the Bank instructed SLA.
Duties and Responsibilities include but not limited to:
FINANCIAL MANAGEMENT
- Identifying potential new clients and working with them to build up a relationship
- Establish and grow sales through networking functions, referrals for other customers or from within corporate sales
- Travel forex notes, MC world currency card, vehicle finance to private clients
- Facilitate cross selling within private banking product suite
- Additional revenue streams e.g. Tax Clearance applications, Emigration charges
- Stay informed of market conditions and do research to determine good opportunities to meet private banking revenue goals
CUSTOMER CENTRICITY
- Full spectrum (one stop shop) of customers service covering all Bank products
- Exceptional client service
- Address poor performance related issues
- Provide solutions to issues as required
- Facilitate relationship between the teams to support efficient overall service
- Listen to customer voice notes from the applicable systems and engage with clients who may not be satisfied
OPERATIONAL EXCELLENCE
- Daily hurdle sessions with the teams
- Monitor adherence of schedule
- Ensure that interdepartmental processes and relationships are efficient and effective to deliver customer service
- Relationship management between departments, more solution based
PEOPLE LEADERSHIP AND STAKEHOLDER MANAGEMENT
- Plan and communicate lunch and tea breaks for all shifts
- All agents complete training Review the client files regularly to ensure that FICA is up to date and saved on client management systems on the CRM system | Share drive| OnBase | EVO.
- Coaching sessions and regular one on one
REPORTING AND DATA MANAGEMENT
- Daily, weekly and monthly reporting to both internal stakeholders.
- Monitoring all inboxes, exception ques; making sure all applications work for all product
This position is advertised in line with our commitment to Employment Equity.
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What We Do
Bidvest Bank is a fully fledged niche bank, and a market leader in foreign exchange services for individuals, businesses and corporations. Our clients trust us as experts in money management and banking services, which include deposit and banking accounts, investment options, global business payments, foreign exchange, and Fleet and Asset Finance™. Bidvest Bank is a subsidiary of The Bidvest Group Limited, meaning that our clients have the backing of an international trading and services JSE-listed company that operates on five continents. With 150 years of experience in foreign exchange in southern Africa, we are one of the leading travel foreign exchange providers in South Africa. With more than 90 Bidvest Bank branches countrywide, we’re able to offer our clients specialised banking services for both local and international transactions.
