To assist the sales consultants in Gauteng with the administrative duties of onboarding business banking accounts and ensuring excellent customer services 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.
- Monitors and drives progress of outstanding documentation.
- Checks and reports all transactional activity on Corporate and Business Accounts opened.
- Attends to clients' Electronic Banking requests such as Statements, Banking letters, etc.
- Manages and ensures that administrative functions are carried out efficiently.
- Prepares applications and documentation in terms of procedural guidelines and full compliance with the Bank's requirements.
- Updates information on the Computer System as and when required.
- Prepares Welcome Packs for clients.
- Captures and updates information on IMAL for customer creation and maintenance.
- Prints the completed application forms together with the terms of conditions and Electronic Banking Requirements.
- Attends to all administrative issues required in terms of the Bank's policies for all approved deals.
- Provides the Relationship consultant with business activity schedules timeously.
- 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 studying towards would be an advantage.
PREFERRED EXPERIENCE
- A minimum of 1-2 years experience within the banking industry.
KNOWLEDGE
- IMAL.
- 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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