Agent: Capitec Direct at Capitec Bank

Purpose Statement

• To respond to telephone and digital queries from clients to provide services across the different Capitec product offerings aligned to the set operational targets.

Experience

Minimum:

• 1-2 years’ experience* in a banking, retail, finance, client service environment

Ideal:

• 1 -2 years Contact Centre experience and/or function-relevant experience, preferably sales and/or service.

Qualifications (Minimum)

• Grade 12 National Certificate / Vocational

Qualifications (Ideal or Preferred)

• A relevant tertiary qualification in Financial Management or Business Management

Knowledge

Minimum:

• Retail/consumer service environment/Banking environment

Ideal: 

• Understanding of banking or financial principles and environment
• Basic telesales techniques and methods
• Basic sales principles and techniques
• Basic operational and product knowledge 
• Capitec Bank Products and Procedure

Skills

• Communications Skills
• Computer Literacy (MS Word, MS Excel, MS Outlook)
• Attention to Detail
• Analytical Skills
• Selling Skills
• Influencing Skills
• Telephonic / Call skills