Responsibilities:
Supporting FP&A Lead in FP&A domain while ensuring adherence to baseline values for all Service Level Agreements- CPS & KPI
Supporting FP&A COE Lead in
Job Description
Source Utilisation: Obtain walk in client or data leads from the Bank staff in the branches (Consultants,
Customer Experience: To provide service excellence and achieve c
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
To work in allocated
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
Job Purpose
Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share.
Responsibilities:
Meet and greet customers
Liaising with customers at all times with regards to their vehicle (WIP)
Ensure accurate warranty and motor plan details on system
Update n
Key Responsibilities:
Capture and verify financial data into designated systems and databases.
Utilize MS Excel to perform data analysis, including Pivot Tables for summarizing large data sets
