Activation Consultant

Business Segment:
Personal & Private Banking

Company:
Standard Bank of South Africa

We are seeking a dynamic and results-driven Activation Consultant to proactively welcome and onboard new clients through outbound telephonic engagement, drive account and digital service activation, and deepen client relationships through value-adding banking solutions while delivering exceptional, compliant client service.

• Conduct outbound calls to newly onboarded clients to activate accounts, cards and digital banking services, ensuring early engagement and seamless onboarding.
• Identify client needs through structured engagement and recommend appropriate banking solutions including rewards programmes and value-added services to achieve daily and weekly activation and sales targets.
• Resolve client enquiries, service requests and complaints accurately and professionally, ensuring all commitments are honoured within agreed timelines.
• Accurately capture and maintain client information while adhering to FAIS, governance, risk and quality assurance standards.
• Effectively manage allocated leads, optimise productivity against call schedules and service level agreements, and consistently deliver high-quality client interactions aligned to client value propositions.

• National Certificate in Banking or higher that is FAIS recognised.
• 2–3 years’ experience in a banking contact centre or client activation environment, demonstrating:
• Proven outbound sales and service engagement within retail or personal banking
• Experience activating transactional accounts, cards and digital banking solutions
• Consistent achievement of defined sales and service targets
• Exposure to working within FAIS and regulated financial services environments
• Strong ability to manage client queries and complaints end to end
• Experience operating within structured productivity, quality and compliance frameworks
• Experience with in Personal and Private Banking or a similar client coverage environment will be advantageous.

• Adopting Practical Approaches and Providing Insights
• Articulating Information and Conveying Self-Confidence
• Challenging Ideas and Developing Expertise