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  • Description

  • To resolve enquiries from walk-in customers in a Retail Banking branch, issue account items and provide superior customer service to all customers

    Key Responsibilities

    • Determine customer needs through interaction with client

    • Attempt to resolve customer enquiries at the first point of contact

    • Update demographics such as address changes, name changes

    • Update standing order instructions based on information supplied by customers

    • Utilise the pin pad system at the counter to assist customers in pin related queries

    • Adhere to banks policies and procedures when processing client requests

    • Co-ordinate calling file according to the laid down policy and procedure

    • Co-ordinate card stock according to laid down procedures and manage the cheque book library

    • Educate customers on the Banks procedures, security requirements

    • Explain the campaign details to customers in brief and direct them to the Sales Consultant for further action

    • Identify sales leads and cross selling opportunities by talking to customers to understand their needs and requirements

    • Verify the customers identity according to procedures prior to proceeding with inquiry or transaction

    • Identify potential fraudulent transactions and report to management

    • Adhere to legislation and regulatory requirements as applicable of CASA, FICA, National Credit Act (NCA)

    • Identity documentation, refer issue to supervisor or line manager to take decision on whether to proceed with the customers request

    • Reconcile physical stock including but not limit to ATM Card, cheque books, credit card in line with the Bank's operating procedures


    • Working with people

    • Adhering to principles and values

    • Planning and organising

    • Delivering results and meeting customer expectations

    • Following instructions and procedures

    • Coping with pressure and setbacks

    Minimum Requirements

    • Grade 12 with commercial subjects or equivalent NQF level 4 qualification or higher

    • One (1) year customer facing experience

    • Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet

    • No criminal record

    Preferred Requirements

    • One (1) year customer service experience within Retail Environment

  • Requirements

  • Minumun level of education: Grade 12 /N4 (Matric)
  • 1 year of experience
  • Availability for travel: No
  • Availability for change of residence: No
  • People with disabilities: Yes

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Job summary

  • Customer Service Clerk

  • Ehlanzeni, Mpumalanga

  • Company

    Companion Steps Recruiters
  • Type of contract

    Permanent contract

  • Work type

    Full Time

  • Salary

    R 12.000,00 monthly

  • Apply now