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Customer Service Agent Job at Unifi (Financial Services)

Job Details

Position: Customer Service Agent
Company: Unifi
Location: Bellville, Western Cape
Employment Type: Contract
Industry: Financial Services
Experience Level: Entry Level

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Job Overview

Unifi is a fast-growing financial services and technology company operating across several African countries, including South Africa, Zambia, Uganda, and Kenya. The company specialises in providing accessible personal lending solutions through online platforms, mobile channels, and physical branch networks. By combining innovative technology with responsible lending practices, Unifi aims to deliver convenient financial services while maintaining high standards of customer care and compliance.

Unifi’s South African division is currently seeking motivated and customer-focused individuals to join its Contact Centre team as Customer Service Agents. This role is ideal for individuals who enjoy working with people, meeting performance targets, and delivering professional service in a structured financial environment. The successful candidate will play a key role in supporting customers, processing loan-related queries, and ensuring a positive client experience.


Purpose of the Role

The purpose of the Customer Service Agent position is to provide high-quality support to Unifi customers throughout their lending journey. This includes responding to inquiries, assisting with loan applications, resolving complaints, and ensuring that all interactions align with the company’s policies and values. The role contributes directly to customer satisfaction, retention, and the overall performance of the business.


Key Responsibilities

Customer Service Agents at Unifi are responsible for a wide range of duties that support both customers and internal operations, including:

  • Managing inbound and outbound customer interactions related to loan applications and account queries
  • Assessing customer information and reviewing loan documentation within approved limits
  • Responding promptly and professionally to customer inquiries via telephone and email
  • Resolving customer complaints efficiently while maintaining a calm and respectful approach
  • Maintaining accurate records of all customer interactions and transactions
  • Providing clear and accurate information about Unifi’s financial products and services
  • Engaging with customers across multiple communication channels
  • Delivering consistent service to both customers and internal team members
  • Demonstrating and upholding Unifi’s core values of Unity, Dignity, Simplicity, and Trust
  • Meeting or exceeding individual and team performance targets
  • Working with urgency while adhering to deadlines and quality standards
  • Following company procedures, policies, and regulatory requirements

Minimum Requirements

To qualify for this position, candidates should meet the following criteria:

  • Matric certificate or equivalent qualification
  • Proficiency in spoken and written English
  • Willingness to work in a shift-based contact centre environment
  • At least two years of relevant work experience in customer service, sales, or a related field
  • Strong organisational and time management skills
  • Excellent analytical and problem-solving abilities
  • Good negotiation and persuasion skills
  • Strong interpersonal and communication skills

About Working at Unifi

Unifi is known for its dynamic and performance-driven work culture. Employees are encouraged to take ownership of their roles while collaborating as part of a supportive team. The company values accountability, professionalism, and continuous improvement, making it an attractive employer for individuals seeking growth in the financial services sector.

Customer Service Agents are a vital part of Unifi’s operations, as they represent the company’s brand and values in every customer interaction. By providing reliable support and accurate information, agents help build long-term trust with clients.


Skills and Competencies for Success

To succeed as a Customer Service Agent at Unifi, candidates should demonstrate the following competencies:

  • Strong listening and communication skills
  • Attention to detail when reviewing customer information
  • Ability to handle sensitive financial information confidentially
  • Professional telephone etiquette
  • Emotional intelligence and empathy
  • Ability to work under pressure and meet performance targets
  • Adaptability in a fast-paced environment

Training and Development

Unifi provides structured onboarding and training to help new employees understand company systems, lending products, and customer service standards. Ongoing coaching and performance feedback are provided to support skill development and career progression. Employees are encouraged to continuously improve their knowledge and capabilities within the financial services field.


Career Growth Opportunities

A Customer Service Agent role at Unifi can serve as a stepping stone to more advanced positions within the organisation. High-performing employees may progress into senior agent roles, quality assurance, team leadership, or operational management positions. Unifi believes in developing talent internally and rewarding commitment and performance.


Work Environment and Culture

The Unifi contact centre environment is professional, structured, and results-driven. Teamwork is strongly encouraged, and employees are supported through clear processes and leadership guidance. The company promotes a culture of respect, fairness, and accountability, ensuring employees feel valued and motivated.


Application Process

Candidates interested in applying for this role should prepare an up-to-date CV highlighting relevant experience and skills. Applications are typically reviewed based on qualifications, experience, and suitability for the role. Shortlisted candidates may be required to complete assessments or interviews as part of the selection process.


Tips for Applicants

  • Ensure your CV clearly reflects customer service experience
  • Highlight any experience in financial services or contact centre environments
  • Demonstrate strong communication skills during interviews
  • Show an understanding of Unifi’s values and customer-focused approach
  • Be prepared to discuss how you handle challenging customer situations

Important Notice

If you are not contacted within two weeks after the closing date, please consider your application unsuccessful.


Conclusion

The Customer Service Agent position at Unifi offers an excellent opportunity to gain experience within a reputable financial services organisation. This role is well-suited to individuals who are professional, customer-focused, and motivated by performance targets. With structured training, growth opportunities, and a supportive work environment, Unifi provides a solid foundation for building a long-term career in financial services. If you are committed to delivering quality service and growing your skills, this role could be the right next step for you.

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