Sales and Services
Career Stream
Client Service
Leadership Pipeline

Manage Self: Technical
Job Purpose
To create a unique client experience by attending to enquiries and teller related transactions, client
queries, banking requirements, the needs of clients and refer cross sell opportunities while mitigating
risk and contribute to branch objectives.
Job Responsibilities
Responsible for Withdrawals, Deposits and Transfers
Bookings in and out of cash from Senior Teller
Daily checking of cash accounts
Balancing of daily cash and secure branch stock holding (e.g. cards)
Enable processing of inter­bank transfers by preparing all transactional documents and originals
Ensure an understanding of client’s needs by providing world class service to clients by
greeting, listening and asking questions
Provide sales leads and enable cross­selling (without advising) of products by identifying,
making suggestions, and referring to the relevant department for action.
Responsible for all client account enquiries
Customer account records (opening/closing/stop payments/ stop orders/ main file changes)
Issuing of account statements and credit cards
Issuing and encoding of bank cards
Daily balancing of working stock

Job Responsibilities Continue


Customer Service orientation
Retention and expansion of client base
Client satisfaction/client quality service
Cross selling
Good administrative skills
Good interpersonal and communication skills
Computer skills
Must be accurate
Excellent knowledge of Bank’s products
Essential Qualifications – NQF Level
Matric / Grade 12 / National Senior Certificate
Preferred Qualification
The applicant must have Grade 12 (25 points) original certified.
A Diploma in banking/banking related field will be an advantage.
Minimum Experience Level
Must have at least 6­12 months bank teller experience and client service experience in a
financial industry.
Applicant will be required to work on Saturdays.
Code of Conduct

Technical / Professional Knowledge
Customer service principles
Relevant product knowledge
Client Service Management
Client service principles
Cluster Specific Operational Knowledge
Governance, Risk and Controls
Behavioural Competencies
Building Customer Loyalty
Applied Learning
Work Standards
Managing Work
Stress Tolerance

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