Service Consultant

Service Consultant


Service Consultant

Details : VISA FREE

Location: Canada & USA
Closing Date:  08-Dec-2022

Service Consultant

Job Requisition Number -121019


Canada & USA

Job Family

Sales and Service

Career Stream

Client Service

Leadership Pipeline

Manage Self: Technical (MST)

Job Purpose

To solve client's basic banking service needs relating to bank systems, processes, digital and technical constraints.

Job Responsibilities

Client Engagement:

  • Exceed client expectations by offering the right service and the right solution.
  • Use digital and technical expertise to resolve client problems.
  • Providing expert client service, first time right.
  • Educate clients to subscribe and service their accounts on the Green finance self-service platforms.
  • Understand client service need's through connecting with care.
  • Solve client service needs relating to self-service, features, and digital functionality.

Business Operations:

  • Prevent fraud, risks and losses by referring any occurrences outside of mandate or authentication procedure to relevant management.
  • Assist Client Advisors and Client Support Specialists with basic queries and complaints.
  • Manage the daily, weekly and monthly control activities.
  • Adhere to metrofiling processes and archiving of documentation.
  • Manage Document Management Portal and Branch Admin Centre escalations.
  • Action ARIBA system requests.
  • Ensure the uptime standards of all digital devices are maintained. 
  • Achieve digital adoption goals with all clients interacted with.
  • Assist clients to migrate cash deposits to the intelligent depositors.

Risk and Compliance:

  • Ensure compliance to operational and legislative requirements.
  • Maintain data quality standards in all client interactions.
  • Update client information digitally.
  • Clear outstanding eclipse tasks daily.
  • Complete Enterprise Group Compliance training regularly.

Green Finance Goals:

  • Ensure service excellence in all client engagements by acting in the client's best interest; keeping the client informed and by acting with honesty and integrity. 
  • Meet service excellence goals , ensure teamwork and personal development goals are met.
  • Contribute with team members to achieve best rated ranking in client satisfaction service.

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate

Minimum Experience Level

1-2 years
Retail/Banking Client Service, Cash, Banking Systems, 1st Line Problem Resolution experience.

Technical / Professional Knowledge

  • Customer service principles
  • Product Knowledge
  • Relevant Green Finance policies and procedures
  • Troubleshooting
  • Problem-solving skills
  • Electronic banking systems
  • Information Security policies and procedures
  • Governance, Risk, and Controls
  • Interbank operations

Behavioural Competencies

  • Building Customer Loyalty
  • Decision Making
  • Adaptability
  • Influencing
  • Managing Work
  • Quality Orientation
  • Technical/Professional Knowledge and Skills

EE Statement

Preference will be given to candidates from the underrepresented groups

Please contact the Green Finance Recruiting Team at +1 (826) 224 1312

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Green Finance Global Inc.
@Green Finance: We empower your Business to GROW and provide the needed support for a greater reach and meet your desired goal.

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