Posted on: 04 August 2023
ID 877376

Relationship Banker: Merchant Services-Pretoria

Purpose Statement
  • To build, maintain and optimise effective client relationships by providing excellent client service through engagement and consultation with existing clients including installation, after sales support and training on products.
  • Identify and capitalise on cross and upselling opportunities.
Experience

Min:
  • At least 2-3 yrs. proven experience in a CRM environment.
  • With responsibility for or exposure to cross and upselling
  • Experience in a FMCG, banking or retail environment
Ideal
  • Providing on-site support and training to external clients
  • Providing on-site technical support/client support within a retail/sales environment
Qualifications (Minimum)
  • Grade 12 National Certificate / Vocational
Qualifications (Ideal Or Preferred)
  • Bachelor's Degree in Commerce or Marketing
Knowledge

Minimum
  • Client relationship and support management principles
  • Sales and sales optimisation techniques & principles
  • Commercial/business know how (how businesses work.)
  • Engagement/conflict management practices
  • Performance culture
Ideal

Knowledge and understanding of:
  • Business banking landscape
  • Business Banking product knowledge
  • Payment solutions environment (merchant services)
  • Stock control
  • Capitec Bank Acquiring product knowledge
  • Basic PC and Microsoft skills
Skills
  • Influencing Skills
  • Planning, organising and coordination skills
  • Commercial Thinking Skills
  • Communications Skills
  • Interpersonal & Relationship management Skills
Conditions of Employment
  • Clear criminal and credit record
Occupation:
Finance jobs


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