Job Purpose
Provide a support service to the personal and business markets with regard to new accounts, processing, account maintenance and investment roll-overs.Understand the risks associated with opening of accounts, dealing with mandates and specimen signatures as well as maintain a high level of integrity and ethical standards.
Key Responsibilities/Accountabilities
- Capture and maintain data effectively and accurately.
- Process and maintain related documents and records.
- Ensure that routine compliance procedures and controls are followed in order to minimise the risk of loss through the opening of fraudulent and undesirable accounts.
- Comply with the Code of Banking Practice at all times.
- Obtain mandates for all accounts, where required.
- Ensure that mandates and suretyships are correctly completed and conform to legal requirements.
- Ensure the timeous processing and capturing of investment roll-overs.
- Correct exceptions highlighted on edit and demographic clean-up reports promptly.
- File mandates and signature cards accurately.
- Resolve account detail queries and problems within laid-down time frames.
- Sell the bank’s product reactively and pass on sales leads to the applicable areas.
Preferred Qualification and Experience
- Business related Diploma or Institute of Bankers Certificate
- A broad understanding of the bank’s procedures and policies and the application of the Group Reference Guide with particular emphasis on the account opening environment, policies and procedures.
- Knowledge of the Code of Banking Practice.
- Understanding of service and Managing Local Market sales initiatives.
- 3 – 4 Years branch banking experience, with exposure to frontline.
Knowledge/Technical Skills/Expertise
Customer Service OrientatedComputer Literate
Closing date: 27 October 2016
Visit the official website and apply.