Derick
Sales & Servicing Consultant
Lesaka Technologies
George, Western Cape
Permanent
Posted: 30 April 2026 | Closing Date: 14 May 2026
Role Overview
This role sits within the EasyPay Everywhere business unit of Lesaka Technologies, focusing on customer engagement, sales, servicing, and digital financial product adoption.
The position combines frontline customer service with sales execution, compliance adherence, and digital channel migration support.
Core Purpose
To drive sales, activate customer accounts, promote digital financial services, and ensure excellent customer service while maintaining strict compliance with financial regulations and company policies.
Key Responsibilities
1. Customer Engagement & Service
- Engage customers to understand financial and service needs
- Assist with account servicing and account opening
- Issue cards and handle customer queries
- Verify customer identity and ensure service authenticity
- Escalate non-standard issues to team leaders
2. Sales & Revenue Generation
- Achieve sales targets through customer conversions
- Promote and sell financial and digital products
- Convert leads into active customers
- Prevent account closures through proactive service
3. Digital Migration & Activation
- Encourage customers to use digital and self-service channels
- Educate customers on digital banking and transaction systems
- Ensure account activation is completed as a priority
- Drive reduction of cash transactions in favour of digital usage
4. Compliance & Regulatory Adherence
- Comply with FAIS, FICA, POPI, NCR, and TCF regulations
- Conduct required customer verification and regulatory checks
- Operate within defined limits and approval frameworks
- Escalate compliance risks or irregularities
5. Operational Efficiency
- Ensure smooth processing of customer transactions
- Maintain accuracy in all servicing and sales records
- Follow operational procedures to minimize financial and operational losses
- Support cost containment initiatives
6. Customer Experience Management
- Deliver high-quality customer interactions aligned with brand standards (“HIGH FIVE”)
- Resolve customer complaints efficiently
- Ensure positive customer experience at all touchpoints
- Build trust and long-term customer relationships
7. Reporting & Performance
- Meet defined sales and service targets
- Track and report customer interactions and outcomes
- Maintain compliance and performance standards
- Contribute to team goals and overall business performance
Minimum Requirements
- Grade 12 (NQF Level 4)
- 1–2 years’ experience in sales or customer service role
- FAIS accreditation (required)
- Regulatory Exam qualification (advantageous/required)
- NQF Level 5 qualification preferred
- NQF Level 6 diploma or higher certificate (advantageous)
- Computer literacy (Microsoft Office)
Key Competencies
- Strong customer service orientation
- Sales-driven mindset
- High ethical and compliance awareness
- Ability to work under pressure
- Strong communication skills
- Attention to detail
- Problem-solving ability
- Ability to work independently and in a team
- Adaptability in a fast-changing environment
Behavioural Expectations
- Strong accountability for performance
- Integrity and transparency in all interactions
- Ability to build trust with customers and colleagues
- Willingness to learn and develop continuously
- Team collaboration and support
- Resilience and emotional control in difficult customer situations
- Commitment to regulatory compliance and ethical conduct
Closing Summary
The Sales & Servicing Consultant role at Lesaka Technologies is a customer-facing financial services position combining sales performance, digital adoption, compliance, and service excellence within a regulated banking environment.
