Main Job Function
To assist the sales consultants in Gauteng with the administrative duties of onboarding business banking accounts and ensuring excellent customer service with new and existing clients, whilst adhering to the bank's policies and procedures.
MAIN FUNCTIONS OF THE JOB
Administration
- Assists the Relationship Consultant in servicing existing clients and onboarding new clients.
- Completes application documentation, activates debit cards, and Electronic Banking services as per clients’ requests.
- Monitors and drives progress of outstanding tasks.
- Checks and reports all transactional activity on Corporate and Business Accounts.
- Attends to clients’ Electronic Banking requests such as statements and banking letters.
- Manages and ensures that administrative functions are carried out effectively.
- Prepares applications and documentation in terms of procedural guidelines and full compliance with the bank's policies.
- Updates information on the computer system as required.
- Prepares Welcome Packs for new clients.
- Captures and updates information on IMAL for customer creation and maintenance.
- Prints completed application forms together with the terms and conditions and Electronic Banking agreements.
- Attends to all administrative issues required in terms of the bank's policies for all approved applications.
- Provides the Relationship Consultant with business activity schedules.
- Assists in the completion of annual EDD requirements.
- Assists with training and assisting clients with internet banking.
- Assists in sourcing new business.
QUALIFICATIONS
- Matric.
- BCom Finance or Accounting Degree or related degree, or currently studying towards one.
PREFERRED EXPERIENCE
- A minimum of 1-2 years’ experience within the banking industry.
KNOWLEDGE
- IMAL.
- Docuware.
- MS Office.
A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.
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