Agent Banking Officer

at Apro Financial Services
Location 11 Crescent Dr, Birnam, Johannesburg, South Africa
Date Posted
Category Banking
Job Type FULL_TIME
Work Hours Day
Salary Units MONTH
Currency ZAR

Description

Agent Banking Officer

Job Summary

Our Client in the Financial Services Sector is looking for Agent Banking Officer to join their team.

Duties And Responsibilities

  • Communicate with Agents and Customers on new product offerings and changes in business conditions.
  • Review Agent individual performance and recommends solution to improve profitability per each portfolio.
  • Recommend action plan for non-performing Agents and necessary training needs.
  • Prepare presentations on Agent performance and presents to agents.
  • Visit the Agents/Customers and presents the best products and services in line with customer needs.
  • Review Agent Banking products offered by agents and recommends new products which are suitable for the target market.
  • Support Agents in Selling and cross selling the Bank’s products and services.
  • Process Agent Banking Application forms and ensures each file has all required documents.

Qualifications And Experience

  • Degree in Banking and Finance/ Business Studies/IOBZ Diploma
  • At least 3years in a banking operational environment, with knowledge in banking systems.
  • Excellent interpersonal skills.
  • Ability to use own initiative.

Skills

Excellent interpersonal skills.
Ability to use own initiative.

Educational Requirements

Degree in Banking and Finance/ Business Studies/IOBZ Diploma

Responsibilities

Communicate with Agents and Customers on new product offerings and changes in business conditions.
Review Agent individual performance and recommends solution to improve profitability per each portfolio.
Recommend action plan for non-performing Agents and necessary training needs.
Prepare presentations on Agent performance and presents to agents.
Visit the Agents/Customers and presents the best products and services in line with customer needs.
Review Agent Banking products offered by agents and recommends new products which are suitable for the target market.
Support Agents in Selling and cross selling the Bank’s products and services.
Process Agent Banking Application forms and ensures each file has all required documents.

Experience Requirements

At least 3years in a banking operational environment, with knowledge in banking systems.

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