Branch Consultant WC

Position: Branch Consultant WC4
# Branch Consultant WC4 –Paarl Western Cape Closes 14 September 2026

Posted 6 days agoMain purpose of this jobTo provide a sales, promotion, communication and administrative service to clients with clearer communication and effective administration; to the extent necessary for the organisation to achieve its objectives.

Critical outcomes
• Prompt and professional answering and handling of incoming telephone calls in accordance with laid down company standards.
• Accurate recording of client information on company’s computer system(Delfin)
• Prompt and effective handling of any complaints received from clients, other branches and Head Office.
• Prompt and effective handling of any enquiries regarding payments (eft,Allps,Nupay,etc)
• Assisting with checking and capturing of Nupay reports and follow up on failed transactions
• Assisting with minimizing of Bad Debt
• Daily Balancing of Cash Box
• Assisting with accurate completion of Daily, Monthly and other reports required from Head Office
• Assisting with reconciliation of all Client accounts ( updating file notes regularily)
• Accurate maintenance of administration records including the keeping of all information required relating to issuing of loans
• Proper and accurate operation of company computer systems and processes in accordance with procedures laid down by the company from time to time
• Marketing and Product Sales Skills, Knowledge and Attitude requirements

The incumbent should be able to demonstrate:
• Empathy and patience with clients and colleagues
• An ability to orally communicate in a clear, respectful, honest, assertive and persuasive manner
• Numeracy and literacy abilities to the level that ensures no mistakes.
• A flair for administrative organisation and detail
• A positive attitude
• A ready knowledge of the company’s products (Type of loans as well as Consumer Finance)
• A ready knowledge of the pricing of each product (Consumer Finance)
• An ability to operate a computer and peripherals effectively and at acceptable speeds
• Understanding of the need for urgency when dealing with daily and monthly reports,complaints and queries
• Accuracy in the maintenance of records and systems
• An ability to remain calm and resolve conflict
• An ability to converse in at least two languages spoken within the market place
• A compliance to all workplace rules and procedures
• A willingness to undertake duties beyond the confines of your job.

Reporting relationship

The person will report to the Branch Manager.

Requirements Minimum matric

Knowledge of financial services industry

No criminal record

Clear ITCCompany:
Finbond Mutual Bank

Location:

Western Cape Job type:
Full Time Category:
Branch Consultant

Career level:

Student (Undergraduate/Graduate)

Experience:

1 - 3

Posted:
04 September 2026

Closing date:
14 September 2026