TRAFFIC
Western Cape
CRM & Client Engagement Specialist I
Capitec Bank Ltd.
Job Description
Purpose Statement 
- To be a client engagement agent who can apply and provide data, systems know how to support, track, develop and improve basic client engagement programmes, campaigns and prompts throughout the client engagement life cycle
- To conceptualise, articulate, design and build, basic Client Relationship Management (CRM) solution designs, in relation to specific communication programmes, campaigns, and prompt business requirements.
Minimum:
- 1-2 yrs. technical Salesforce CRM experience in a client relationship environment or business engineering to understand data, modelling, selection, systems, and integration points in respect of a client centric view.
- Operating in an environment practicing Agile methodology.
Ideal:
- 1 years' experience in CE to understand data, modelling, selection, systems, and integration points in respect of a client centric view
- 1 years program or business engineering experience project experience.
- A relevant tertiary qualification in Information Technology or Similar
Minimum:
- Salesforce Marketing Cloud (or similar CRM system)
- Process engineering
- Analytics and modelling
- System integration, APIs
- Customer relationship management principles, tools, and methods
- Understanding of data, modelling, selection, systems, and integration points in respect of a client centric view.
- Stakeholder engagement and management principles and practices
Ideal:
- CX or CE Journey mapping
- Technical CRM program building
- Digital channel development and integration
- Analytical Skills
- Communications Skills
- Interpersonal & Relationship management Skills
- Planning, organising and coordination skills
- Clear criminal and credit record
Capitec is committed to diversity and, where feasible, all appointments will support the achievement of our employment equity goals.
Capitec Bank is an authorised financial services provider (FSP 46669) and registered credit provider (NCRCP13). Capitec Bank Limited Reg. No: 1980/003695/06
About This Role
Career insights for Brokerage Clerks positions
Salary Benchmark
R19,766/month
R14,553 to
R26,730/month
Source: WageIndicator ZAR data
Key Skills for This Role
Active Listening
Speaking
Reading Comprehension
Time Management
Critical Thinking
Common Technologies
Adobe Creative Cloud software
Adobe Illustrator
Adobe Photoshop
Microsoft PowerPoint
HEAT Software GoldMine
Royal Alliance VISION2020 Core
Salesforce software
Microsoft Access
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