Purpose Statement

• To build, maintain and optimise effective client relationships by providing excellent client service through engagement and consultation with existing clients including installation, after sales support and training on products.
• To contribute to the overall profitability of Business Bank by promoting and selling Business Bank and merchant products to new and existing clients.

Experience
Min:

• At least 2-3 yrs. proven experience in a CRM environment with responsibility for, or exposure to cross and upselling.
• Proven experience in identifying sales or business opportunities and/or customer needs and providing solutions for these.
• Building and developing a client base across a geographic area.
• Experience in a FMCG, banking or retail environment

Ideal:

• Providing on-site support and training to external clients
• Providing on-site technical support/client support within a retail/sales environment
• Cold-calling/external sales experience in a merchant acquiring environment, generating own selling opportunities

Qualifications (Minimum)

• Grade 12 National Certificate / Vocational

Qualifications (Ideal or Preferred)

• Bachelor’s Degree in Commerce or Marketing

Knowledge
Minimum:

• Commercial, economic, SME landscape (esp. in the relevant geographic area)
• Sales and sales optimisation techniques & principles
• Commercial/business know how (how businesses work.)
• Client relationship management principles
• Engagement/conflict management practices
• Performance culture

Ideal:
Knowledge and understanding of:

• Business banking landscape, product knowledge
• Payment solutions environment (merchant services)
• Stock control
• POS Solutions
• Capitec Bank Acquiring product knowledge

Skills

• Influencing Skills
• Planning, organising and coordination skills
• Communications Skills
• Commercial Thinking Skills
• Interpersonal & Relationship management Skills
• Negotiation skills
• Computer Literacy (MS Word, MS Excel, MS Outlook)

Conditions of Employment

• Clear criminal and credit record
• A valid driver’s license and own vehicle is required as an inherent operational requirement of the job