Customer Liaison Officer – Branch Reception

About the role

We are seeking a professional, client‑focused Customer Liaison Officer to manage the branch reception and client flow. The role involves greeting clients, identifying their needs, and directing them to the appropriate service area while maintaining a positive branch environment.

Key responsibilities

• Welcome clients, record their information accurately and guide them to the correct banker or department.
• Monitor the reception area and banking hall, intervene with dissatisfied clients, and ensure a professional experience.
• Facilitate resolution of service requests such as card collections, PIN issues, EAP limits, beneficiaries and general enquiries.
• Identify migration and cross‑sell opportunities and log leads in the presence of the client.
• Maintain branch presentation standards, promotional displays, and security document handovers.

Required profile

• National Certificate or equivalent NQF 5 qualification in banking, financial services, administration or a related field.
• 1–2 years experience in branch banking, client service or a customer‑facing environment.
• Proven ability to handle client enquiries, manage client flow and work accurately with confidential information.
• Understanding of risk, compliance and ethical conduct requirements.

Required skills

• Banking Process & Procedures
• Client Servicing
• Customer Reception and Channelling
• Product Knowledge (Consumer Banking)