Sales and Service Consultant (Whittlesea)

Key Performance Areas * To acquire and educate for sales and service. drive digital migration, ensure activation and cross complementary products Customer * Takes accountability in customer engagement to identify customer’s needs. * Use the systems to establish the authenticity of the customer and avoid dealing with and compromising information to unauthorized persons. * Performs the regulatory checks for the customer, FICA, POPI and NCR * Aid customers in account servicing and account origination. * Handles client serving like issuing of card, answering to client queries * Referring matters outside the operational mandate to the team leader People * Adheres to principles of teamwork * Allows to be led by the senior Finance * Ensure that revenue is generated by meeting the agreed sales target * Retain customers by providing client service and resolving complaints and queries timeously * Prevent account closures and operational losses by following laid down procedures on compliance Process, Risk, Regulatory & Compliance * Comply with FAIS guidelines Honesty and Integrity * Operates within the code of conduct * Adhere to Treat Customer fairly, FICA, POPI and NCR guidelines * Refers any matters outside the laid down scoring to the team leader * Operate within the stipulated Levels and Limits * Collate information regarding systems, clients and process to aid an improvement of the overall client experience Responsibilities * Leads identified converted into successful sales. * Ensure activities support cost containment and reduction. * Educate customers on correct digital channels to maximize channel optimisation. * Connect with our customers by living up to our brand promise of “HIGH FIVE” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs. * Make sure ACTIVATION is PRIORITY on onboarding * Always conduct themselves in an ethical manner. * Adhere to the TCF Treating Customer fairly principles in all that you do. * Optimize every customer interaction to migrate cash transactions and/or convert customer to digital channels and self-service channels. * Resolve all customer queries efficiently, and within agreed timelines. * Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements. * Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions. * Fulfilling transactions above the benchmark set and providing an exceptional customer experience. * Demonstrates behaviour in support of the organizational values. * Takes accountability for own performance, personal and career development. * Maintain an ability to adapt to ever changing business and customer needs. * Contribute to the overall effectiveness and success of the team. * Improve knowledge and competencies by completing role specific training. Key performance measure * Meet stipulated target * Service compliments and complaints * Adhere to Compliance requirements * Operational losses and attrition Qualifications * Minimum Qualification: NQF 4 Qualification * Preferred Qualification: Relevant NQF 5 qualification as prescribed by the Financial Services Board * Regulatory Exam qualification * An appropriate recognised business Diploma or Higher Certificate at NQF level 6 * Microsoft office Computer Literate Experience * Experience: 1-2 years related experience * FAIS – Yes The successful applicant must: * Leadership competencies - Manager of Self * Meeting customers’ needs: I make every effort to understand and fulfil the needs of my internal and external customers.  The relationships I establish help customers to feel valued and appreciated and reflect good business practices. * Handling upset customers: I handle upset customers by hearing them out, empathizing, apologizing, and taking personal responsibility for resolving their problems/issues * Accepting development opportunities: I accept responsibility for my own development so that I can reach my full potential; and I jointly determine appropriate developmental activities with my manager; OR * Inspiring others to develop I instil in others a curiosity for new knowledge, experiences, and challenges, and help team members to create development opportunities for the achievement of their full potential * Anticipating changes: I anticipate changes in work tasks, situations, and the environment, and actively use new situations as opportunities to achieve results * Considering impact: When attempting to improve my work outputs, I consider the people and systems that will be impacted by my actions * Working interdependently: My best results are achieved when working with or through my team and, where applicable, several diverse teams across the Net1 * Valuing teams: I value the talents of others, demonstrate commitment to my team, share important or relevant information, and contribute to the achievement of our goals * Having the confidence to achieve ambitious goals: I strive for the achievement of ambitious goals, as an individual and within teams. I ensure that my actions and decisions demonstrate a commercial mindset. * Celebrating success: I celebrate success but guard against complacency, do not undermine or discredit others, or become arrogant. * Building relationships: I actively build trusting and productive relationships with people at work, regardless of their cultural backgrounds, backgrounds, or viewpoints. * Being true to myself: I always do what I say I will do, even when I am under pressure. * Demonstrating integrity: I work in an open, transparent and respectful way and I uphold the rights and feelings of all those I work with, especially our customers. * Understanding regulatory requirements: I demonstrate a full knowledge and understanding of all regulatory rules and principles relevant to my role. I adhere to both the letter and the spirit of applicable regulatory rules and principles. I comply with internal policies and procedures and escalate or whistle-blow potential risks and concerns when I identify them. Closing Date 20 October 2026