Front Office CX Specialist

1 Day ago • 4 Years +

Job Summary

Job Description

The Front Office CX Specialist will be responsible for providing excellent customer service across all channels. Key responsibilities include managing SLAs and KPIs, developing product knowledge, ensuring task completion, collaborating with the team, delivering quality service, providing feedback for process improvement, adhering to rules and regulations, building customer relationships, and educating customers. The ideal candidate should have experience in customer support, strong attention to detail, and problem-solving skills. The role requires operating independently, remaining calm under pressure, and demonstrating financial insight and customer satisfaction. The candidate should have a diploma in finance and 4+ years’ experience working in a customer support role within financial / banking services.

Must have:

4+ years’ experience in customer support within financial services.
Excellent interpersonal and communication skills, both verbal and written.
Strong attention to detail.
Proven ability to operate independently.

Good to have:

Diploma in finance (would be advantageous).
Exposure to Small Business Service (SME) customers.
Banking experience would be beneficial.
Fintech experience within a startup environment, would be a nice to have.

3 skills required

3 skills required for this role

Add these skills to join the top 1% applicants for this job

communication

financial-data-analysis

problem-solving

Job Details

Job title: Front Office CX Specialist

Reporting to: Front Office Team Leader

Location: Cape Town

ALL STAFF APPOINTMENTS WILL BE MADE WITH DUE CONSIDERATION OF THE COMPANY’S EE TARGETS

WHAT WE DO

Lula is an innovative and human-focused FinTech company on a mission to help small businesses optimise their cash flow. Our purpose is to help SMEs manage their businesses better, faster, and more simply, so they can spend more time doing what they love.

If you’re looking for a new place to call ‘home’ that believes in the potential of the broader SME landscape in South Africa and a place where you’ll work with awesome people - then Lula’s the place for you!

We’re making business banking fast, human, Lula!

OUR VALUES

Collaborative - we’re a clan and work together as a team, always towards a common goal

Committed - we’re accountable and follow through no matter the challenge

Curious - we look for better ways to do things and make a positive difference

Connected - we stay close to, learn from and look to understand each other and our customers

Compassionate - we go out of our way to care about our colleagues, our customers and our community

OVERALL PURPOSE

We are seeking a highly motivated individual with a strong passion for customer service and proven experience as an omni-channel customer experience specialist. The ideal candidate will be dedicated to ensuring a cohesive and seamless customer experience across all interaction channels. This includes consistently delivering high-quality service, efficiently resolving issues, fostering customer loyalty, optimising operational processes, adapting to customer preferences, and actively contributing to overall business growth.

RESPONSIBILITIES WILL INCLUDE:

Managing attendance, timekeeping, and personal effectiveness to meet required Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).
Developing an in-depth knowledge of our processes and products, evolving into a subject matter expert over time.
Ensuring the achievement of weekly tasks and metrics.
Collaborating with the team and peers to enhance the overall success of customer service delivery in an omni-channel environment.
Delivering a service that promotes positive conversion while maintaining high-quality standards.
Providing constructive feedback leading to the implementation of ideas for improving internal processes and relationships.
Understanding and adhering to rules and regulations set out by Lula and our Partners.
Building and maintaining customer relationships by keeping them informed of progress or actions taken regarding their applications, queries, and requests.
Educating customers on self-service, digital functionality, and features.

THE COMPETENCIES WE’RE AFTER

Strong attention to detail
Accountable
Reliable
Ability to listen well and show empathy
Proven ability to operate independently
Self-assurance and a confident manner
Proven ability to remain calm under immense pressure
Have the ability to debate in a constructive manner and to challenge conventional wisdom
Process control and process thinking – understanding the impact of how changes affect customers and stakeholders in all parts of the value chain
Ability and willingness to deal directly with specific tasks and enquiries where required
Financial insight; understand the elements of a financial business and product
Sustaining Customer Satisfaction

THE SKILLS AND EXPERIENCE WE’RE LOOKING FOR

Matric
Diploma in finance (would be advantageous)
4+ years’ experience working in a customer support role within financial / banking services
Exposure to Small Business Service (SME) customers would be an advantage
Advanced troubleshooting and multi-tasking skill capabilities
Experience in delivering great customer service that drives quality and resolution
Experience in an omni-channel customer service environment
Excellent interpersonal and communication skills, both verbal and written
Banking experience would be beneficial
Fintech experience within a startup environment, would be a nice to have
Excellent attention to detail
Problem-solving and critical-thinking skills
Resilience

Please note that all appointments are subject to our background checking process, which may include Credit, Criminal and any other job inherent checks