Banking Service Consultant

Company Details

Purpose Statement

Responsible for providing excellent client service by fulfilling and exceeding the client’s expressed need (Save, Transact, Credit and Insure).
Accurately and timeously, gather and capture client information for loan approvals and conduct deposit/enquiry transactions.
Responsible for maintaining skill, knowledge and competency in order to sell Global One in the interest of the client.
Presenting and conducting self in accordance with brand expectations.



No previous experience required


More than 1 year’s client service experience within a retail/ financial/ banking environment
Demonstrated track record of engaging in a sales and client facing environment

Qualifications (Minimum)

Grade 12 National Certificate / Vocational

Qualifications (Ideal or Preferred)

A relevant tertiary qualification in Commerce or Management



Knowledge and understanding of:
Basic calculations
Retail/consumer service environment


Knowledge and understanding of:
Capitec Bank Products
Internal business processes and procedures
Organisational Policies, including (but not limited to) the Credit Policy


Communications Skills
Interpersonal & Relationship management Skills


Adhering to Principles and Values
Adhering to Principles and Values_Acting with Integrity
Adhering to Principles and Values_Demonstrating Beliefs and Principles
Adhering to Principles and Values_Showing Community and Social Responsibility
Delivering Results and Meeting Customer Expectations
Delivering Results and Meeting Customer Expectations_Championing Customer Needs
Delivering Results and Meeting Customer Expectations_Delivering High Quality Work
Delivering Results and Meeting Customer Expectations_Meeting Basic Work Expectations
Delivering Results and Meeting Customer Expectations_Serving Customers
Entrepreneurial and Commercial Thinking
Entrepreneurial and Commercial Thinking_Controlling Costs
Entrepreneurial and Commercial Thinking_Entrepreneurial Thinking
Entrepreneurial and Commercial Thinking_Leveraging Opportunities
Entrepreneurial and Commercial Thinking_Navigating Organisations
Following Instructions and Procedures
Following Instructions and Procedures_Accepting Direction
Following Instructions and Procedures_Following Policies and Procedures
Following Instructions and Procedures_Managing Meetings
Following Instructions and Procedures_Managing Risk
Following Instructions and Procedures_Managing Time
Following Instructions and Procedures_Working Safely
Persuading and Influencing
Persuading and Influencing_Making a Strong Impression
Persuading and Influencing_Making Convincing Arguments
Persuading and Influencing_Negotiating Agreements
Presenting and Communicating Information
Presenting and Communicating Information_Communicating Effectively
Presenting and Communicating information_Presenting and Public Speaking
Relating and Networking
Relating and Networking_Creating and Maintaining Networks
Relating and Networking_Establishing Relationships
Relating and Networking_Interacting with People at Different Levels
Relating and Networking_Managing Political Situations

Additional Information

A valid driver’s licence is preferred
Must have access to transport (personal/public)
Clear criminal and credit record
Flexible and mobile across regions is an advantage
Must have fingerprints which are detectable/recognisable on Capitec Bank’s internal electronic banking system

Please click on “Apply for job” below and follow the link to the online application form.
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