Front Office CX Specialist

2 Months ago • 4 Years +

Job Description

Lula is an innovative FinTech company on a mission to help small businesses optimize their cash flow in South Africa, making business banking fast, human, and simple. They value curiosity, unity, purpose, and ambition. The company is seeking a highly motivated omni-channel customer experience specialist with a strong passion for customer service. This role involves ensuring a cohesive and seamless customer experience across all interaction channels, consistently delivering high-quality service, efficiently resolving issues, fostering customer loyalty, optimizing operational processes, adapting to customer preferences, and actively contributing to overall business growth.
Good To Have:
  • Diploma in finance
  • Exposure to Small Business Service (SME) customers
  • Banking experience
  • Fintech experience within a startup environment
Must Have:
  • 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.

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

communication
problem-solving
financial-data-analysis
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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!

CULTURE CODE

We embrace Curiosity

We win as One

We’re Driven by Purpose

We Execute with Ambition

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:

1. Managing attendance, timekeeping, and personal effectiveness to meet required Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).

2. Developing an in-depth knowledge of our processes and products, evolving into a subject matter expert over time.

3. Ensuring the achievement of weekly tasks and metrics.

4. Collaborating with the team and peers to enhance the overall success of customer service delivery in an omni-channel environment.

5. Delivering a service that promotes positive conversion while maintaining high-quality standards.

6. Providing constructive feedback leading to the implementation of ideas for improving internal processes and relationships.

7. Understanding and adhering to rules and regulations set out by Lula and our Partners.

8. Building and maintaining customer relationships by keeping them informed of progress or actions taken regarding their applications, queries, and requests.

9. 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

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