Outbound Call Centre Agent Jobs: Bidvest Bank Limited

Outbound Sales Consultant

Primary Purpose

Manage outbound sales campaigns and lead generation activities to deliver exceptional customer experiences while adhering to contact center processes and compliance standards.

Key Responsibilities

• Execute outbound calls to promote banking products/services and identify sales opportunities.
• Generate qualified leads through customer engagement and forward to sales teams.
• Maintain accurate customer interaction records while ensuring data confidentiality.
• Address customer inquiries and provide solutions aligned with their financial needs.
• Support client onboarding, investment queries, and account management processes.

Requirements

Education:

• Matric certificate
• RE5 Certification
• NQF5 qualification in Banking/FAIS (advantageous)

Experience:

• 1-2 years in a call center environment
• Financial services experience preferred
• Knowledge of FAIS/FICA regulations

Key Performance Areas

Sales & Financial Management

• Drive revenue through targeted outbound campaigns
• Present product features and cross-selling opportunities
• Manage fixed deposit maturity communications

Customer Service

• Maintain professional telephone etiquette
• Resolve queries efficiently
• Update customer records accurately

Operational Compliance

• Adhere to Do Not Disturb (DND) protocols
• Follow FAIS/FICA compliance requirements
• Process EFT transfers and account closures

Professional Development

• Pursue growth through training programs
• Meet personal development goals

We are committed to Employment Equity principles.