RE5 Retail Bank Supervisors – Permanent – Kokstad (KZN)
MUST HAVE A CLEAR CREDIT AND CRIMINAL RECORD
MUST HAVE A NQF5 OR NQF6 QUALIFICATION
MUST HAVE RE5 CERTIFICATION
Duties & Responsibilities:
- Achieve customer growth, revenue, and collections targets as defined by the bank.
- Meet and exceed individual activity metrics for all product lines.
- Effectively execute the bank’s sales strategy, including up-selling, cross-selling, and capital take-up.
- Conduct outbound calls to target both existing and prospective customers.
- Convert sales opportunities received through inbound customer requests, outbound calls, lead generation initiatives, and customer queries.
- Establish, develop, and maintain business relationships with existing and prospective customers to generate new business.
- Participate in cross-selling bank products.
- Maintain detailed tracking of pipeline management, prospect data, and activities.
- Set up in-person visits, appointments, and presentations, following up telephonically where necessary.
- Conduct professional financial needs analyses to identify needs that may lead to a sale.
- Schedule customer feedback for obtaining documents and progress updates.
- Adhere to supervision requirements set out by the Line Manager for all financial products.
- Prepare weekly, monthly, and quarterly reports and present results to management.
- Ensure effective cash management, CAM management, and credit card administration and fulfilment as required, with approved authorisation.
Desired Experience & Qualifications:
- Minimum Education:
- NQF 6 Qualification
- OR NQF 5 Qualification – FSCA aligned
- RE5 Certification
- Minimum Experience:
- At least 2 years of financial sales and client service experience
- Managerial or supervisory experience
- MUST be within DOFA date
Package & Remuneration:
- Salary: R30,000 – R36,000 (depending on experience)
- Contract: Permanent
- Location: On-site – Kokstad (KZN)
Interested? Only applicants who meet the minimum requirements will be considered. If interested, please apply directly through Pnet or email us at Jobs@quest.co.za. When emailing, include “RE5 Banking Supervisor – Kokstad” in the subject line and specify the area you are applying for.