Branch Consultant

Chatsworth - KZN Closes 25 October 2026 Posted 2 days ago

To provide a sales, promotion, communication and administrative service to clients with clearer communication and effective administration; to the extent necessary for the organization 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

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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.