Job Description

Branch Consultant
Meyerton in Gauteng
Expiry Date: 2026-01-07
Purpose of the role:
To provide a sales, promotion, communication and administrative service to clients with clearer communication and effective administration; to the extent necessary for the organisation to achieve its objectives
Qualifications:
Minimum Matric
Knowledge of Financial Services Industry
Experience:
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 regularily)
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
Knowledge and Skills:
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 organisation 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 marketplace

Skills Required