Universal Advisor

Updated: April 06, 2024 01:35 AM GMT

WesBank

Caledon

Job Description

To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
• Connect with our customers by living up to our brand promise of how can we help you? at all times
• Converse with our customers in a way they fully understand and provide helpful solutions and products based on their needs
• Always conduct themselves in an ethical manner
• Adhere to the TCF (Treating Customer fairly) principles in all that you do
• Identify and sell/cross sell products aligned to customer needs
• Maximise channel optimisation opportunities identified aligned to customer needs
• Ensure activities support cost containment and reduction
• Optimise every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels
• Always comply with... More Detail