Internal Services Broker – Cape Town

Western Cape, Full Time Deadline: Not specified

Purpose

Maintaining client relationships, providing control related advice to clients and managing policy changes.

Experience and Qualifications

Minimum Qualification : Grade 12 plus tertiary qualification
Experience : 2-3 years banking experience
Person must not be an unrehabilitated insolvent

Responsibilities

Achieve net profit growth for Group
Manage costs / expenses within approved budget to achieve cost efficiencies
Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions
Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, and senior staff members
Manage existing clients and grow portfolio through policy changes and renewals.
Resolve all customer queries efficiently, and within agreed timelines
Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines
Maximise Business Portfolio cross sell opportunities and strengthen client relationships
Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
Comply with governance in terms of legislative and audit requirements
Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data
Manage own development to increase own competencies

 

Skills: