Sales Support Consultant

2 weeks ago

Pretoria, Gauteng, South Africa Absa Bank Limited Full time
Bring your possibility to life Define your career with us

  • With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary

Overall job purpose

Job Description:

Key accountabilities

Accountability:
Portfolio Support

  • Log compliments and complaints on CCP (including Fraud incidents)
  • Remediate faulty securities, outstanding KAMLS and manage FICA listings on existing portfolio
  • Finalize outstanding HOC within own portfolio
  • Facilitate temporary resident approvals and completion of any requests to finalize the transactions
  • Attend to PEPs and high risk customer accounts managed in line with Credit Lending and compliance principles
  • Maintain continuous feedback to Private Wealth Bankers on a minimum daily basis on all outstanding/pending matters
  • Assist with client requests including AVAF, Home loans, and Credit Card and follow up as necessary
  • Perform 2nd tier quality checking for documents to be sent to Customer Middle Office (CMO)
  • Dispatch documents to CMO for quality checking
  • Obtain client documents for walkin clients and Private Wealth Banker visits
  • Forward requests to Sales Processing and Fulfilment and maintain benchmark norms
  • Attend to walkin clients and fully support Bankers in taking full ownership of all NON-SALE activity
  • Manage Queries sent to Private Assist and ensure resolution and attend to all out of scope queries

Accountability:
Portfolio Analytics and Sales

  • Prepare client interview pack as per agenda set by Banker for meeting
  • Monitor client portfolio activity as per daily, weekly and monthly reports
  • Identify opportunities for up
- sell and cross
- sell of products (within regulatory compliance) and refer to Banker via LRS

  • Assist in facilitating and promoting Sales and other campaigns (internal and
  • National) in customer interaction
  • Analyze documentation to ensure adherence to Client Value Proposition and product offering
  • Interact with internal stakeholders for holistic solutioning of clients' needs and manage internal stakeholders in terms of the Service Level Agreements
  • Conduct pre credit assessment and Post Sales Reviews to ensure effective end to end finalization of all related transactions
  • Ensure maintenance and updating of LRS system
  • Assist with client contact plan as per business processes (i.e. contact clients as specified by the relevant Bankers)
  • Conduct a welcome call to clients post onboarding and where business is fulfilled (i.e. new AVAF account opened, update Card as proof of call)

Accountability:
Credit Decisions and Risk Monitoring

  • Draw client enquiries and obtain any outstanding information
  • Finalize credit and financial checks in line with the requisite norms and standards
  • Support the bankers in overall monitoring of the portfolio from a risk perspective
  • Monitor referral listings daily and liaise with bankers to finalize
  • Conduct portfolio reviews on lending products
  • Ensure optimal pricing on clients' accounts for best noninterest revenue (and identify opportunities for new business)
  • Ensure that external home insurance vetting is managed within business processes and practice notes guidelines

Accountability:
Suite Administration

  • Support monthly/quarterly/halfyearly checks e.g. collateral / cards
  • Provide weekly feedback to the management team on quality and SLA adherence (Stakeholder SLA Management and Productivity SLA management (turnaround times)
  • Perform Back Office Teller processing including processing of journals
  • Participate in Basel reporting and related administration
  • Provide support in respect of opening and closing procedures if required
  • Act in the role of OHS (First Aid, Fire Marshall etc) if required
  • Action adhoc requests within the scope of the function to "make the lives of our internal and external customers easier"

Accountability:
Personal Development

  • Continuously upskill oneself on Products, system enhancements, compliance and/or regulatory requirements in order to adhere to the required quality standards to provide a worldclass service.
  • Keep abreast of updates (circulars, bulletins and manuals) as well as policies and procedures within the Private Banking environment, on a daily basis.
  • Develop knowledge and skills identified in the MyContribution Individual Development Plan as required.
  • Demonstrate the willingness and ability to perform to the very best levels to ensure personal alignment to Absa's Values and Vision.
Education

Higher Certificates and Advanced National (Vocational)

Certificates:
Business, Commerce and Management Studies (required)

  • Absa Bank Limited reserves the right not to make an appointment to the post as advertised_

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