Customer Service Consultant with experience guiding prospects through needs analysis and product recommendations in financial services. Manages 20–40 multi-channel customer enquiries per day, resolves service issues promptly, and uses comprehensive product knowledge to strengthen satisfaction scores and online feedback. Supports sales conversations by matching customer needs to suitable products and services.
Work History
Customer Servive Consultant
Mtsinso Financial Solutions
08.2023 - Current
Liaised with potential customers to determine needs and provide recommendations.
Determined prospect needs and crafted appropriate responses to provide information on suitable products and services.
Achieved outstanding feedback through online customer surveys and feedback forms.
Used multiple channels to manage enquiries daily.
Troubleshot customer queries with comprehensive product knowledge.
Maximised customer satisfaction by resolving service issues promptly.
Customer Service Representative
Old Mutual
01.2020 - 05.2020
Monitored customer surveys and feedback to develop corrective actions for service-related issues.
Guaranteed first-class customer service, enthusiastically anticipating and catering to customer needs and requirements.
Processed and issued product orders and service upgrades for customers.
Bank Teller
Standard Bank
08.2012 - 09.2019
Adhered to strict financial and customer data guidelines to avoid breaches and information misuse.
Received cash and checks for deposit, verified amounts and endorsements, and examined for counterfeit bills.
Explained bank services, financial products and applicable fees to customers.
Verified identification account balances while cashing cheques.
Assisted customers in accessing safe deposit boxes and ATM operations.
Guided customers to make financial decisions with sound advice.
Conducted special service and account transactions for customers.
Counted funds accurately with manual and machine-assisted methods.
Helped customers open, close and update bank accounts.
Customer Happiness Consultant at Ministry of Human Resources & Emiratization (TP)Customer Happiness Consultant at Ministry of Human Resources & Emiratization (TP)