63 Banking Management jobs in South Africa

Relationship Management

Sandton, Gauteng R250000 - R450000 Y ICTEngage

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Job Description

We are seeking a proactive and client-focused Customer Service / Client Relationship Executive to join our client's dynamic team. This role is ideal for a candidate with strong communication skills and experience in customer engagement, account growth, and product support within the ICT and Office Automation industries.

The successful candidate will be responsible for nurturing client relationships after the initial sale, ensuring customer satisfaction, identifying upselling opportunities, and providing product training where required with a big focus on Microsoft 365 products. This role requires a balance of service excellence and commercial awareness, with the aim of driving long-term value within existing accounts.

Key Responsibilities

Client Relationship Management

  • Build and maintain strong, trust-based relationships with clients after products and solutions have been sold.
  • Conduct regular client visits to provide support, review satisfaction levels, and ensure continued service excellence.
  • Act as the main point of contact for all customer queries, resolving concerns promptly and professionally.

Upselling and Account Growth

  • Identify opportunities for upselling and cross-selling within existing accounts by understanding client needs and usage.
  • Present additional solutions and services that add value to the client's business.
  • Work with the sales team to align upselling opportunities with overall business growth strategies.

Customer Support and Training

  • Provide training and demonstrations to clients on products and solutions purchased.
  • Ensure clients fully understand the functionality, benefits, and best practices of the products in use.
  • Monitor client usage and feedback to recommend improvements or upgrades.

Administration and Reporting

  • Maintain accurate records of client interactions, visits, and service requirements in the CRM system.
  • Prepare reports on client satisfaction, account activity, and upselling opportunities.
  • Ensure service-level agreements (SLAs) are monitored and upheld.

Requirements

Experience

  • Minimum 2 years' experience in customer service, account management, or internal sales (preferably within ICT, telecoms, or office automation).
  • Proven track record of maintaining strong client relationships and identifying upselling opportunities.
  • Experience in delivering product training or demonstrations advantageous.
  • Proficiency in CRM systems and strong knowledge of Microsoft 365.

Skills and Competencies

  • Excellent communication, presentation, and relationship-building skills.
  • Customer-centric mindset with the ability to balance service with commercial goals.
  • Strong problem-solving abilities and a proactive approach to client engagement.
  • Organized and detail-oriented, with the ability to manage multiple client accounts.

Personal Attributes

  • Professional, approachable, and service-driven.
  • Self-motivated, with the ability to work independently and as part of a team.
  • Goal-oriented with a passion for ensuring client satisfaction and account growth.
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Head: Client Relationship Management

R1200000 - R2400000 Y Tshikululu Social Investments

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1.   PRINCIPAL OBJECTIVE OF POSITION

To lead and effectively manage the Client Relationship Management (CRM) team by providing strategic direction and operational strategies to ensure that Tshikululu is managing, retaining and growing client relationships successfully. This will be achieved through managing the CRM team to implement effective client management/retention strategies which will ensure that high quality services and effective social investment strategies are delivered to Tshikululu's clients.

2.   KEY PERFORMANCE AREAS, ACTIVITIES AND INDICATORS

Key Performance Areas / Outputs

Activities

1.   Client Relationship Management (CRM) Strategy and Implementation

·   Approved CRM Strategy and Implementation Plan with activities, milestones and anticipated outcomes in respect of income and the organisational strategy

·   Achievement of annual growth targets in the current client portfolio

·   Develop Tshikululu's CRM strategy and implementation plan which aligns to Tshikululu's strategy for approval annually.

·   Identify and resolve challenges that impact on the successful implementation of the CRM Strategy.

·   Manage the implementation of Tshikululu's strategic objectives which relate to client management according to the company's Balance Scorecard.

·   Track the implementation of the CRM strategy and produce reports on the progress of targets, reviewing and updating the CRM Strategy where necessary to align to the organisational strategy.

·   Provide input into the organisational strategy to identify opportunities for growth, competitor analysis and market trends.

2.   Client Relationship Management

·   A consistent client management process resulting in high client satisfaction and retention

·   Develop, implement and continue to evolve a client retention strategy/process for the CRM team.

·   Work collaboratively with the management team to plan effective resourcing per client.

·   Manage that CRMs have a deep understanding of their client's business and social investment strategic objectives by managing client engagement, strategy participation and developing and reviewing all client strategies annually.

·   Manage the allocation of CRMs across the client portfolio to ensure that each client is effectively managed.

·   Manage the end-to-end client management process by implementing processes, policies and procedures which ensure the management of the effective delivery of client SLAs.

·   Manage that SLAs are defined according to the Tshikululu procedure and standard and that the SLA's are delivered and complied with as per defined standards and deadlines.

·   Evaluate key portfolio relationships and engage with senior stakeholders and strategic clients by attending meetings, representing Tshikululu, supporting delivery of client objectives and resolving client queries and issues within SLA and as required.

·   Manage the measurement of client satisfaction across Tshikululu's client portfolio through the client satisfaction survey. Implement enhancements to client management strategies based on the insights from the client satisfaction survey.

3.   Client SI Management

·   High quality deliverables to clients through planning, strategic direction and feedback by the CRM team

·   Effective collaboration with SI team

·   Oversee the development of specific client strategies by ensuring Client Relationship Managers are facilitating and participating in strategy development meetings with relevant social investment specialists, engaging with clients on their needs, and reviewing strategies (from the SI team) that align with client needs and sector opportunities in accordance with the client's SLA.

·   Manage the implementation of the approved strategies by allocating to Client Relationship Managers, defining implementation measures and objectives, setting deadlines and tracking progress monthly.

·   Manage the CRM team to work with the monitoring and evaluation team to ensure that every client has an M&E framework implemented and that impact is reported on annually.

·   Lead the identification and resolution of challenges that impact on the ability for client strategies and deliverables to be delivered, when required.

·   Ensure that strategy successes and failures are discussed, evaluated and lessons learnt are shared to improve good practice within team. This is achieved by developing and implementing frameworks, coordinating information sharing and tracking implementation of improvements quarterly.

·   Manage the integration of Tshikululu Industry leadership and innovation into client strategies and engagements wherein the Client Relationship Managers apply good practise, source latest information and apply insights and learning from previous experience to deliver industry leading strategies on an ongoing basis.

·   Develop and maintain a deep expertise in social investment to provide value and insights to clients by attending training, engaging in industry debate and discussion, attending and participating in conferences monthly and annually.

4.   Client Management Operations

·   Effective working relationships between the CRM team and all other teams in the business

·   Standardised approach to client management which ensures consistent and excellent client delivery

·   Build a mutually beneficial and effective working relationship with the Social Impact team, Finance and Business Development teams to ensure that the Client Relationship Managers can continuously deliver high value social investment to clients.

·   Develop standardised approaches and processes to ensure effective client management including but not limited to social investment strategy, client management, knowledge sharing and financial reporting on clients.

·   Manage the review of all clients for compliance to all relevant legislation annually by creating tracking tools, managing implementation, utilisation, and reporting.

5.   Reporting

·   Timeous and accurate reporting

·   Track and report on SLA and investment delivery by collecting information, developing reports and submitting by approved deadlines.

·   Track, monitor and manage the profitability of Tshikululu's portfolio of clients.

·   Track and monitor the contribution of Tshikululu's clients to the 5-year social impact strategy.

·   Ensure that reports required from the CRM team Management are accurate, complete and compliant by evaluating the standards, checking reports against standards and addressing issues within SLA.

·   Develop and submit departmental reports within deadline.

·   Manage the drafting, reviewing and submitting of adhoc reports according to standards and by deadlines.

6.   Business Development

·   Achievement of development targets

·   Achievement of business retention targets

·   Assist the Head of Business Development in the business acquisition process by leading development of proposals, implementing costing models, conducting pitches and presentations, addressing any questions and queries, getting SLA signed (when appropriate) and following up until decision is made.

·   Identify opportunities, in conjunction with the Client Relationship Managers, to increase Tshikululu services within existing clients. This includes engaging with clients, discussing existing contracts, identifying potential opportunities and initiating discussion on providing additional Tshikululu support.

·   Identify opportunities to initiate Tshikululu's Services in new clients by engaging with existing clients and receiving referrals, initiating contact with new clients and initiating discussion on providing Tshikululu support and services.

·   Identify opportunities, build relationships and close deals to drive business development targets. Create an environment which promotes service line development which consistently and profitably meets the requirements of Tshikululu's current and future clients.

·   Lead the resolution of service issues, building resilient and mutually beneficial relationships and resolving potential customer threats in existing clients.

7.   Staff Management and Leadership

·   High-performing staff and team

·   High quality leadership

·   Live the Tshikululu values and lead according to the Tshikululu's Leadership Manifesto to deliver on the strategy.

·   Provide strategic insights from a client management perspective to develop and strengthen Tshikululu's strategy.

·   Lead, manage, monitor and support the CRM team to achieving high performance through implementing the values, behaviours and performance management system.

·   Build and maintain a high performing client management team through effective recruitment, management, career development and succession planning.

·   Build a working environment that is conducive to optimal performance and the realisation of Tshikululu's strategy.

·   Implement the Tshikululu HR strategy, policies and procedures as required.

·   Participate in the Management Committee, ensuring delivery on strategy.

3.   ROLE REQUIREMENTS

Qualifications and Experience

·   Minimum Honours in Business Administration, Social Science, Commerce or similar (Master's degree would be advantageous).

·   Minimum 8 to 10 years' experience developing and implementing operational programmes and solutions in Corporate Social Investment (CSI) and Transformation.

·   Minimum 5 years' experience in leading and managing a team.

4.   KEY INTERACTIONS / RELATIONSHIPS

Internal stakeholders

Chief Operating Officer

Client Relationship Managers

Executive Committee

Management Committee

Human Capital Management Department

Finance Department

External stakeholders

Clients

Prospective clients

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Customer Relationship Management Developer

R900000 - R1200000 Y Zensar Technologies

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Job Description

Location: Johannesburg

6 months Contract role (renewable)

Customer Relationship Management Developer – Zensar Technologies

We're looking for a
talented CRM Developer
to join our team at Zensar and help us build an intelligent, scalable lead management platform. You'll design smart workflows, streamline integrations, and deliver automation that transforms how we capture, nurture, and convert leads.

Working closely with developers, analysts, and business stakeholders, you'll customize Dynamics 365 Sales & Marketing, connect systems through APIs, and bring data to life with reporting and insights. This is a chance to make a visible impact while working with the latest in the Microsoft ecosystem.

What You'll Do

  • Build and enhance lead workflows in
    Dynamics 365 Sales & Marketing
    .
  • Automate processes with
    Power Automate
    and the Power Platform.
  • Integrate CRM with external tools and platforms.
  • Drive data integrity, compliance, and BI reporting.
  • Support and enable business teams through documentation and training.

What You Bring

  • Hands-on experience with
    Dynamics 365 CRM
    and the
    Power Platform
    .
  • Strong integration skills (REST APIs, Azure Logic Apps, KingswaySoft, etc.).
  • Familiarity with JavaScript, C#, or TypeScript for CRM customizations.
  • Experience in workflow automation, data migration, and Power BI.
  • Excellent communication and problem-solving skills.

Why Zensar?

  • Be part of a
    digital transformation journey
    .
  • Shape a platform that drives
    real business impact
    .
  • Work with a
    forward-thinking team
    passionate about automation, integration, and customer experience.
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Director Customer Relationship Management

R1200000 - R2400000 Y Primal Harvest

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ABOUT PRIMAL HARVEST

Primal Harvest is a leading holistic wellness brand dedicated to empowering individuals to take charge of their health and well-being through high-quality, natural products. Primal Harvest offers a range of high-quality supplements and wellness products designed to support various health needs, including immunity, gut health, sleep, and joint care.

As a Direct-to-Consumer brand, we pride ourselves on transparency, trust, and creating a dependable wellness foundation for our customers. Primal Harvest was founded in 2018 and is a brand of Prime6 Brands GmbH and Primal Harvest LLC, with two international hubs in Miami, Florida, USA and Cologne, Germany.
Learn more at /

LOCATION:
Remote collaborating across EST & CET

ABOUT THE ROLE

We are looking for a strategic yet hands-on Director of CRM & Retention to own lifecycle marketing and customer loyalty across multiple channels. Reporting to the VP of Marketing and managing an Email Marketing Specialist, this role will be responsible for designing and optimizing CRM campaigns, enhancing the post-purchase journey, and using data-driven insights to deliver impactful segmentation and personalization. The ideal candidate brings deep expertise in CRM, customer engagement, and retention strategies, with proven success in managing tools, leading teams, and leveraging analytics to drive measurable business growth.

WHAT YOU WILL DO

Customer Marketing Strategy:
Lead the planning, development, and execution of CRM campaigns in partnership with the brand team. Manage campaigns across various channels, including email, SMS, push notifications, and in-app messaging to engage and retain customers.

Post-Purchase Consumer Experience:
Collaborate cross-functionally to design and implement a comprehensive post-purchase experience that adds value and enhances customer retention, offering more than just the core product.

Toolset Optimization for Customer Engagement:
Manage and optimize customer engagement tools (e.g., ESP, Referral, Subscription) to drive meaningful customer interactions and results. Ensure the toolset remains competitive and aligned with business goals.

Segmentation Strategy Development and Implementation:
Develop and implement a thoughtful segmentation strategy by identifying key data points and deepening the understanding of customer behavior. Integrate segmentation into CRM efforts to enhance personalization and targeted engagement.

Testing & Analysis for Continuous Improvement:
Conduct tests and analyze the performance of CRM campaigns to continuously optimize tactics. Use data-driven insights to inform strategic decisions and improve the effectiveness of all CRM initiatives.

Own the performance and operational success of CRM channels
by managing their execution, optimization, scalability, testing, and reporting, ensuring they provide a strong foundation for marketing efforts while driving retention, CLV, and business growth.

Develop and implement tactical CRM initiatives
to enhance customer experience across key touchpoints—including email, SMS, Subscription, and e-commerce interactions—focusing on converting prospects, engaging non-subscribers, and retaining subscribers, with an emphasis on channel performance over content or creative direction.

Leverage customer data and insights
to identify opportunities for segmentation, personalization, and targeted interventions, enabling marketing teams to create impactful strategies while maintaining responsibility for channel infrastructure, operational testing, and execution.

Own and optimize the CRM tech stack, touchpoints, and e-commerce customer interactions
by managing relationships with tech partners, leading the discovery and implementation of new tools, and ensuring seamless lifecycle marketing capabilities, retention tools, and operational scalability.

Monitor, analyze, and report on CRM performance metrics,
including testing results, to refine channel operations, uncover actionable opportunities, and improve acquisition, retention, and overall performance from a business perspective.

WHAT YOU BRING

  • 7+ years of experience in CRM, retention marketing, or customer lifecycle management within a DTC (Direct-to-Consumer) brand
  • Proven track record in multi-channel CRM execution (email, SMS, subscription touchpoints)
  • Strong technical acumen with ESPs, cohort building, and data-driven customer segmentation
  • Proficiency in Klaviyo and experience with Shopify-based brands
  • Excellent analytical skills, with a data-driven approach to testing and optimizing customer retention strategies
  • Experience in fast-moving CPG preferred
  • Hands-on operator mindset: thrives in a fast-paced, scrappy environment
  • Strong collaboration and communication skills across cross-functional, international teams
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Relationship Manager: Debtor Management

R900000 - R1200000 Y Nedbank

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Job Description

*Job Classification
Requisition: *

Title:
Relationship Manager: Debtor Management

Location:
Roodepoort

Closing Date:
10 October 2025

Job Family
Sales And Services

Career Stream
Client Service

Leadership Pipeline
Manager of Self

FAIS Affected
Job Purpose
To sell, service and manage the Nedbank Debtor Management (NDM) Portfolio in line with Nedbank's Relationship Banking Channel strategy and agreed targets. The debtor management suite of products would include Invoice Discounting, Factoring, Cash Solutions/Single Invoice Discounting, Export Factoring and Trade Finance.

*Job Responsibilities *

  • Grow the Nedbank Debtor Management book in line with budgets by building and maintaining client relationships
  • Source new business by presenting Nedbank Debtor Management product opportunities to clients. (Invoice Discounting; Factoring; Cash Solutions/Single invoice discounting; Export Factoring and Trade Finance)
  • Provide product expertise by delivering Nedbank Debtor Management solutions in line with Relationship Banking Channel strategy and budget
  • Build and maintain client relationships through the undertaking of independent and dual visits with bankers based on client needs and related situations
  • Build relationships with internal/external stakeholders by contributing to structured information sharing meetings
  • Identify opportunities by collaborating with Relationship Banking Channel according to strategy
  • Manage and monitor onboarding of new clients
  • Monitor portfolios in line with credit limits and associated Management Information Systems to ensure that client expectations are met
  • Ensure client expectations are met by liaising with regional and product teams. Monitor/manage outputs as per service level agreements to internal and external stakeholders
  • Collaboration with operations/audit within Debtor Management
  • Address operational and system challenges by managing client relationships and involving internal stakeholders to find solutions and resolve challenges
  • Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned
  • Identify training courses and career progression for self through input and feedback from management
  • Ensure all personal development plan activities are completed within specified timeframe
  • Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
  • Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.)
  • Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy)
  • Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank

Essential Qualifications - NQF Level

  • Advanced Diplomas/National 1st Degrees

Minimum Experience Level

  • Minimum 5 years relevant job related experience.
  • Banking experience preferable and high level liaison essential
  • Sales / Relationship management experience essential

*Technical / Professional Knowledge *

  • Business administration and management
  • Business terms and definitions
  • Change management
  • Financial Accounting Principles
  • Governance, Risk and Controls
  • Principles of project management
  • Relevant Nedbank product knowledge
  • Relevant regulatory knowledge
  • Talent management
  • Management information and reporting principles, tools and mechanisms

Behavioural Competencies

  • Building Partnerships
  • Earning Trust
  • Communication
  • Customer Focus
  • Business Acumen
  • Planning and Organizing

Please contact the Nedbank Recruiting Team

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Banking Operations Analyst

R104000 - R130878 Y Betway Africa

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Job Description

Kick-start your career in the online gaming world and experience the very latest in technology and innovation.

The Banking Operations Analyst is responsible for the identifying, communicating and correcting / resolving of missing or erroneous deposits transactions as well as resolving customer deposit complaints timeously to improve and uphold a positive customer experience and protect and support revenue growth in the business. The Banking Operations Analyst is also responsible for the monitoring of processing throughout multiple regions and taking corrective actions should there be interruption to processing to ensure that we uphold a good customer experience across the Betway Platform.

Key Responsibilities:

  • Accurate Sourcing of statement data as per the operational requirement.
  • Timeous resolution of escalations/queries based on Company / Team SLA.
  • Accurate and timeous capturing of manual credits to ensure our customers have received the best possible experience within the expected SLA.
  • Investigate and highlight problematic processors / systems affecting transactional processing, escalate and drive resolution by assisting internal Devs and external third parties to get resolve processing issues.
  • Review training manuals, Product documents and SOP's provided and enhance the manuals with new information that can assist the team to enhance their knowledge.
  • Build relationships with Finance, Call Centres and other internal and external teams to ensure optimal resolution of escalations and quick responses and implementation on development requests or information needed.
  • Communicate changes in process / notifications from processors or banks and any other relevant information regarding Monies in to other departments to ensure knowledge sharing and to enable other teams to be better prepared to manage the customer's experience.
  • Investigate and Review competitor's offerings through daily research and query/escalation monitoring and put forward researched suggestions of changes required to improve our offering and ultimately our customers experience with our brand.
  • Identify possible risk areas in process or systems with suggestions for changes required to management to mitigate these risk areas and protect our Brand form financial loss or abuse.
  • Consistently be improving skills and knowledge through Self-Development and Upskilling in all areas.
  • Perform manual reconciliations where necessary.
  • Identify data/statement issues and escalate to Appropriate 3rd party or internal departments to have issues resolved.
  • Being able to Trouble shoot issues directly with 3rd party Processors, and internal departments to identify cause and put forward researched solutions suggestions to fix any current issues that might occur and prevent issues from occurring in future.
  • Must be aware of current and upcoming sporting events and have insight on events that could contribute to volume spikes in the business.
  • Assist with integration testing and on boarding of new processing providers
  • Continuously review and evaluate the customer journey and actively take part in improving the customer's experience.
  • Identify and put forward areas for improvement in efficiency around process or policies through automation, bulk functions or enhancements to manual processes.
  • Monitor Monies In reports and statistics daily to highlight spikes and alerts to management and 3rd parties to ensure minimal customer negative impact and quick resolutions.
  • Work closely with the Call Centre to monitor volumes whilst investigating possible impacted areas and assist Call centre management to identify root causes of volume drivers and escalate to relevant responsible teams to take quick action.
  • Include detailed analysis of shifts in handovers outlining the volume drivers and important information or actions taken during shift to ensure management and the team is always up to date and able to take follow up actions post shifts.
  • Effectively communicate findings concerning processing issues to relevant stakeholders with informative and detailed supporting analysis of the issues being experienced so stakeholders can make informed decisions and take relevant actions.

Skills & Experience Required:

  • Intermediate / Advanced Excel Skills.
  • A good functional understanding of transactional processing via Mobile money, Cards, E-cash/E-Wallet, Internet Banking and voucher purchases.
  • Have a technical understanding of data sources, analysing of data and reporting
  • Strong ability to identify tends in processing through detailed analysis.
  • Strong Reconciliation / auditing of statements experience is essential.
  • Having a BCom or working towards a BCom is preferable.
  • Innovative and solution driven.
  • Deadline driven and good time management.
  • Adapt well to change.
  • Strong sense of accountability and responsibility.
  • Self-Development Driven.
  • Ability to work under pressure.
  • Ability to work alone and within a team.
  • Strong attention to detail.
  • Strong team player.
  • Strong written and oral communication.
  • Successful candidate must have own reliable transport.
  • Successful candidate must be willing to work in a shift-based role with some shifts falling on weekends and public holidays as required by the business.
  • Knowledge/exposure to financial product development/implementation would be an advantage.
  • Please note we will apply relevance to our Talent Management and Talent Development Programme as part of our recruitment process.
  • Shortlisted candidates may need to complete an assessment.

This position requires trust and honesty it has access to customers financial details - therefore a credit and criminal record check will be conducted. The qualifications identified herein are an inherent job requirement; therefore, a qualification verification check will be done. By applying for this role, and supplying the necessary details, you hereby grant us permission to apply for these checks. This will be done in a confidential manner, and solely for the purposes of verification.

Should you not hear from us within 2 weeks, please deem your application as unsuccessful.

The perfect place to work, play and grow

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Executives-Banking Operations-Collections

R150000 - R250000 Y EXL Service

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Job Description

  • Job Description: Handling customer enquiries over the telephone, providing excellent service while ensuring compliance with internal processes and regulatory standards.
  • Applying empathy and emotional intelligence to connect with customers, especially those in difficult or stressful situations, ensuring a positive experience and good outcomes.
  • Negotiate payment and repayment plans, assessing customers' needs and financial circumstances, whilst addressing missed payments or arrears.
  • Signposting customers effectively for external debt advice where necessary, explaining clearly the benefits these firms might be able to provide and how customers might go about contacting them.
  • Promote digital self-service options (mobile app, digital messaging) and assist customers in overcoming any barriers to adoption.
  • Resolve customer complaints efficiently, aiming to resolve issues on first contact, and escalate complex matters where necessary.
  • Running through basic diagnostics to better understand the root cause of any issues and feeding back to enable us to fix things that matter for our customers seamlessly.
  • Accurate data entry into systems and maintaining thorough records.
  • Identifying issues and potential issues for customers and escalating, as appropriate, to the relevant team i.e. incident management.
  • Identifying opportunities for process and service improvements and discussing these openly with your manager.

  • Responsibilities: Experience making outbound calls or handling calls for UK clients

  • Proficient level of written and spoken English
  • Active listening skills
  • Assertive, empathetic, professional & courteous
  • Ability to empathize with the customer
  • Prioritizing customer needs
  • Good problem solving , reasoning and analytical skills
  • Negotiation and influencing skills

"In alignment with the Employment Equity Act, preference will be given to applicants from historically underrepresented groups/ aligned with our EE targets"

  • Qualifications: Ability to deliver messages/responses in a clear and concise manner
  • Basic knowledge of computers
  • Preferably good typing speed and accurate system updating
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Coordinator-Banking Operations-Collections

R150000 - R250000 Y EXL

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Job Description

  • Handling customer enquiries over the telephone, providing excellent service while ensuring compliance with internal processes and regulatory standards.
  • Applying empathy and emotional intelligence to connect with customers, especially those in difficult or stressful situations, ensuring a positive experience and good outcomes.
  • Negotiate payment and repayment plans, assessing customers' needs and financial circumstances, whilst addressing missed payments or arrears.
  • Signposting customers effectively for external debt advice where necessary, explaining clearly the benefits these firms might be able to provide and how customers might go about contacting them.
  • Promote digital self-service options (mobile app, digital messaging) and assist customers in overcoming any barriers to adoption.
  • Resolve customer complaints efficiently, aiming to resolve issues on first contact, and escalate complex matters where necessary.
  • Running through basic diagnostics to better understand the root cause of any issues and feeding back to enable us to fix things that matter for our customers seamlessly.
  • Accurate data entry into systems and maintaining thorough records.
  • Identifying issues and potential issues for customers and escalating, as appropriate, to the relevant team i.e. incident management.
  • Identifying opportunities for process and service improvements and discussing these openly with your manager.
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Executive-Banking Operations-Collections

R104000 - R208000 Y EXL Service

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Job Description

Job Description: A collections agent will play a crucial role in our collection team working with customers whose accounts have fallen into arrears. They'll help customers navigate their financial journey while empowering them to become better and move forward with credit. They'll engage with customers via the telephone, both inbound and outbound, providing assistance, solving problems, and ensuring satisfaction in every interaction.

We pride ourselves on fantastic customer satisfaction and quality of service, so attention to detail when following processes is important to us. We want people who can both empathize with and engage customers, listening to their issues and helping to resolve and find solutions to their problems or query, whilst looking to increase customer satisfaction, provide good outcomes and reduce customer complaints.

  • Responsibilities: Handling customer enquiries over the telephone, providing excellent service while ensuring compliance with internal processes and regulatory standards.
  • Applying empathy and emotional intelligence to connect with customers, especially those in difficult or stressful situations, ensuring a positive experience and good outcomes.
  • Negotiate payment and repayment plans, assessing customers' needs and financial circumstances, whilst addressing missed payments or arrears.
  • Signposting customers effectively for external debt advice where necessary, explaining clearly the benefits these firms might be able to provide and how customers might go about contacting them.
  • Promote digital self-service options (mobile app, digital messaging) and assist customers in overcoming any barriers to adoption.
  • Resolve customer complaints efficiently, aiming to resolve issues on first contact, and escalate complex matters where necessary.
  • Running through basic diagnostics to better understand the root cause of any issues and feeding back to enable us to fix things that matter for our customers seamlessly.
  • Accurate data entry into systems and maintaining thorough records.
  • Identifying issues and potential issues for customers and escalating, as appropriate, to the relevant team i.e. incident management.
  • Identifying opportunities for process and service improvements and discussing these openly with your manager.

  • Qualifications: Matric

  • Experience in a customer-focused job within a credit and/or financial services environment.
  • Previous experience in a fast-paced Collections environment.
  • IT Proficient in using laptops or desktop PCs and Microsoft applications.
  • 1-2 years of experience making outbound calls or handling calls for UK clients
  • Experience in debt collection in the banking sector would be considered a strong advantage
  • FCA / FSCA exposure as part of the collection experience is desirable.
  • Proficient level of written and spoken English
  • Active listening skills
  • Assertive, empathetic, professional & courteous
  • Ability to empathize with the customer
  • Prioritizing customer needs
  • Good problem solving , reasoning and analytical skills
  • Negotiation and influencing skills
  • Ability to deliver messages/responses in a clear and concise manner
  • Basic knowledge of computers
  • Preferably good typing speed and accurate system updating
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Executive-Banking Operations-Collections

R200000 - R250000 Y EXL

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Job Description

A collections agent will play a crucial role in our collection team working with customers whose accounts have fallen into arrears. They'll help customers navigate their financial journey while empowering them to become better and move forward with credit. They'll engage with customers via the telephone, both inbound and outbound, providing assistance, solving problems, and ensuring satisfaction in every interaction.

We pride ourselves on fantastic customer satisfaction and quality of service, so attention to detail when following processes is important to us. We want people who can both empathize with and engage customers, listening to their issues and helping to resolve and find solutions to their problems or query, whilst looking to increase customer satisfaction, provide good outcomes and reduce customer complaints.

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