Sales & Service Consultant – EasyPay Everywhere
- Employer: Lesaka Technologies
- Division: EasyPay Everywhere
- Location: Bothaville
- Employment Type: Permanent
- Functional Area: Sales and Customer Service
Job Description
The Sales & Service Consultant is responsible for acquiring new customers, delivering excellent customer service, promoting digital banking adoption, activating customer accounts, and cross-selling financial products. The role combines sales, customer support, compliance, and relationship management within a regulated financial services environment.
The successful candidate will help customers access financial products and services while ensuring compliance with financial regulations and company policies.
Key Responsibilities
Customer Acquisition and Sales
- Convert leads into successful sales.
- Meet monthly sales and activation targets.
- Promote and sell EasyPay Everywhere products and services.
- Cross-sell complementary financial products.
- Drive customer onboarding and account activation.
- Support customer retention initiatives.
Customer Service
- Identify and understand customer needs.
- Assist customers with account opening and account servicing.
- Issue cards and respond to customer enquiries.
- Resolve complaints and service requests within agreed timelines.
- Provide an exceptional customer experience aligned with the company’s “HIGH FIVE” service philosophy.
Digital Migration
- Educate customers on digital and self-service channels.
- Encourage migration from cash transactions to digital platforms.
- Assist customers in adopting digital banking solutions.
Compliance and Risk Management
- Conduct customer verification and authentication processes.
- Perform regulatory compliance checks, including:
- FICA (Financial Intelligence Centre Act)
- POPIA (Protection of Personal Information Act)
- NCR (National Credit Act)
- FAIS (Financial Advisory and Intermediary Services Act)
- Ensure all activities comply with internal policies and regulatory requirements.
- Escalate matters outside authorised limits to the Team Leader.
Administration and Reporting
- Maintain accurate customer records.
- Capture and update customer information.
- Support operational reporting requirements.
- Monitor compliance with business procedures and controls.
Performance Areas
Sales Performance
- Achievement of sales targets.
- Customer acquisition and account activation.
- Product cross-selling performance.
Customer Retention
- Retain customers through excellent service.
- Reduce account closures and customer attrition.
- Resolve complaints effectively.
Compliance
- Adherence to regulatory and internal compliance requirements.
- Accurate completion of customer verification procedures.
Customer Experience
- Deliver professional and efficient service.
- Promote customer satisfaction and loyalty.
Minimum Requirements
Qualifications
- Minimum: NQF Level 4 qualification.
- Preferred: Relevant NQF Level 5 qualification in Financial Services.
- Regulatory Examination (RE) qualification is advantageous.
- Business Diploma or Higher Certificate at NQF Level 6 is advantageous.
- Computer literacy, including Microsoft Office.
Experience
- 1–2 years of relevant sales or customer service experience.
- FAIS-related experience is advantageous.
- Experience in financial services, banking, retail sales, or customer support environments is beneficial.
Required Competencies
Customer Focus
- Strong ability to understand and meet customer needs.
- Professional handling of customer complaints and concerns.
Teamwork
- Works effectively with colleagues and supervisors.
- Shares information and contributes to team goals.
Adaptability
- Responds positively to changing business and customer requirements.
- Embraces continuous learning and development.
Relationship Building
- Builds trust with customers and colleagues.
- Maintains professional and productive working relationships.
Integrity and Compliance
- Demonstrates honesty and ethical behaviour.
- Adheres to regulatory requirements and company policies.
- Protects confidential customer information.
Achievement Orientation
- Motivated to achieve ambitious sales and service targets.
- Takes responsibility for personal performance and development.