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Wed. Dec 4th, 2024

Relationship Banker (Customer Service Agent)

Company: Capitec Bank Ltd

We’re on the lookout for energetic, self-motivated individuals who share our passion for service in the banking industry. To be part of the journey, follow the steps below:

1. To see what life at Capitec is all about and complete a short assessment, please click here!

2.  Once you have completed the above finalize your application by clicking apply below.

Purpose Statement

  • To manage a portfolio of clients by providing excellent client service which aims to retain and optimise client value whilst attracting new clients to ensure future client growth.

Experience

Minimum:

  • 1 to 2 years Business Banking experience

Qualifications (Minimum)

  • Grade 12 National Certificate / Vocational in Grade 12 National Certificate

Qualifications (Ideal or Preferred)

    • Diploma in Accounting – Financial Accounting or Business Management

Knowledge

Minimum:
Knowledge and understanding of:

    • Business banking environment including features, benefits and value propositions of products & services
    • General banking practices and procedures.
    • Credit principles and practices, including an understanding of credit application, securities and balance sheet requirements. .
    • The Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).
    • Administration processes and procedures pertaining to Business Banking transactions.
  • Client relationship management and service principles.

Ideal:
Knowledge and understanding of:

    • Capitec Business Bank products and services
  • Competitor product offerings/ channels/ operational and marketing tactics would be advantageous.
  • Capitec/Business Bank systems and processes

Skills

    • Communications Skills
    • Administration Skills
    • Planning, organising and coordination skills
    • Problem solving skills
  • Interpersonal & Relationship management Skills
  • Attention to Detail

Conditions of Employment

    • Clear criminal and credit record

Capitec is committed to diversity, applications to this position will strictly be considered in support of our employment equity goals.

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