New Business Agent

Main Purpose

The primary purpose of this role is to assist with the administration required to complete and process applications to support New Business. 

Key responsibilities 

Inbound calls

• Attend to incoming customer calls 
• Assist customers or merchants who are following up on applications or wish to complete a telephonic application

Process Income Verification (IV)

• Verify and capture the information provided on the customer’s personal documents (ID, statements etc.) 

Open applications:

• Contact customers to assist them with completing their open applications 
• Follow-up on missing documentation to ensure customers can submit a complete application 

General Application Support

• Capture applications on various systems to ensure they are processed correctly 
• Attend to emails and gather missing information 

Administration

• Assist the New Business department and various operational teams where required by providing administrative and customer support 

Key competencies

• Professional telephone etiquette 
• Sound administrative skills 
• Effective time management 
• Ability to multi-task and prioritise 
• Problem solving 
• Numerical skills 
• Attention to detail

Qualifications, Skill and Experience

• Grade 12 
• Minimum of 6 months previous experience engaging with customers in a contact centre or retail environment 
• Financial services/retail experience – advantageous