Specialist: Sales Support - Purpose Lending - Home Loan

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Date: 13 Mar 2026

Location: Stellenbosch, ZA

Company: Capitec Bank Ltd

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We're on the lookout for energetic, self-motivated individuals who share our passion for service in the banking industry. To be part of the journey, follow the steps below:

1. To see what life at Capitec is all about and complete a short assessment, please click here!

2.  Once you have completed the above finalize your application by clicking apply below.

Purpose Statement

  • To develop and execute tactical plans based on the Purpose Lending strategy and business plan in order to achieve business and financial objectives and meet the needs of the external and internal client. 

    The role supports the achievement of sales, service, and financial objectives by delivering an excellent experience to both external customers and internal stakeholders.

Experience

Minimum

  • 5+ year’s client service experience within a retail / financial services / banking environment.
  • 1 – 2 years of experience in an operational management role within a retail / financial services / banking environment.
  • Experience in selling – ideally Purpose Products - Home loans.
  • Client/Customer engagement and interaction

Ideal:

  • Prior industry experience - Home Improvement, Education, Medical or other forms of embedded finance will be advantageous.
  • Direct experience in Home Loans, Mortgage Lending, or Property Finance.
  • Experience working with home loan applications, credit assessments, and property-related processes.
  • Exposure to digital or branch-based home loan sales channels.

Qualifications (Minimum)

  • A relevant tertiary qualification in Commerce

Qualifications (Ideal or Preferred)

  • Bachelor's Degree in Commerce

Knowledge

Minimum:

  • Knowledge of Purpose Lending products (features, benefits etc) and the processes required to sell these products.
  • Familiarity with the sales cycle and the tools used to manage the processes (e.g., CRM software).
  • Knowledge of customer service principles and practices to effectively address customer inquiries and issues.
  • Awareness of industry trends, competitor activities, and market conditions to provide relevant support to the team.

Ideal: 

  • Knowledge of Capitec systems and sales channels.
  • Knowledge of Capitec Operational and Support structures.

Skills

  • Communications Skills
  • Decision making skills
  • Negotiation skills
  • Planning, organising and coordination skills
  • Reporting Skills

Conditions of Employment

  • Clear criminal and credit record

Capitec is committed to diversity, applications to this position will strictly be considered in support of our employment equity goals.