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  • Posted: Jul 31, 2026
    Deadline: Not specified
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  • Our Vision is to be the leading Mutual and Savings bank in South Africa, improving the quality of life of our clients through their participation in saving together, growing together and ownership of their own community bank. To that end, our Mission is to consistently satisfy the needs of our target market by offering innovative superior, inclusive inves...
    Read more about this company

     

    Branch Consultant Lephalale

    Main purpose of this job

    • To provide a sales, promotion, communication and administrative service to clients with clearer communication and effective administration; to the extent necessary for the organization to achieve its objectives.

    Critical outcomes

    • Prompt and professional answering and handling of incoming telephone calls in accordance with laid down company standards.
    • Accurate recording of client information on company’s computer system(Delfin)
    • Prompt and effective handling of any complaints received from clients, other branches and Head Office.
    • Prompt and effective handling of any enquiries regarding payments (eft, Allps,Nupay,etc)
    • Assisting with checking and capturing of Nupay reports and follow up on failed transactions
    • Assisting with minimizing of Bad Debt
    • Daily Balancing of Cash Box
    • Assisting with accurate completion of Daily, Monthly and other reports required from Head Office
    • Assisting with reconciliation of all Client accounts ( updating file notes regularly)
    • Accurate maintenance of administration records including the keeping of all information required relating to issuing of loans
    • Proper and accurate operation of company computer systems and processes in accordance with procedures laid down by the company from time to time
    • Marketing and Product Sales

    Skills, Knowledge and Attitude requirements

    The incumbent should be able to demonstrate:

    • Empathy and patience with clients and colleagues
    • An ability to orally communicate in a clear, respectful, honest, assertive and persuasive manner
    • Numeracy and literacy abilities to the level that ensures no mistakes.
    • A flair for administrative organization and detail
    • A positive attitude
    • A ready knowledge of the company’s products (Type of loans as well as Consumer Finance)
    • A ready knowledge of the pricing of each product (Consumer Finance)
    • An ability to operate a computer and peripherals effectively and at acceptable speeds
    • Understanding of the need for urgency when dealing with daily and monthly reports, complaints and queries
    • Accuracy in the maintenance of records and systems
    • An ability to remain calm and resolve conflict
    • An ability to converse in at least two languages spoken within the market place
    • A compliance to all workplace rules and procedures
    • A willingness to undertake duties beyond the confines of your job.
    • Reporting relationship
    • The person will report to the Branch Manager.

    Requirements

    • Minimum matric
    • Knowledge of financial services industry
    • No criminal record
    • Clear ITC

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Finbond Mutual Bank on www.finbondmutualbank.co.za to apply

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