New Accounts Consultant

2 weeks ago

Sandton, South Africa Discovery Ltd. Full time

**Business Unit**:Discovery Bank**Function**:Client Service**Date**:13-Jan-2023**About Discovery**

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating to not only achieve financial success, but to ignite positive and meaningful change within our society.

**About Discovery Bank**
- Discovery’s intention is to expand our business model into banking and to establish a brilliant, innovative, full-service, shared value retail bank in South Africa. We have built great digital and system capabilities as well as robust operational processes to date and will continue to grow its products, market share and the value we offer our clients.
We are looking for smart, energetic, experienced, and dynamic achievers who take initiative and ownership, are passionate about dazzling clients, and who thrive on constant challenges and high-speed change to continue with on this journey with us thus far.
- **Job Purpose**
- The
- **New Accounts Consultant** assists with the opening of new accounts (with specific focus on FICA or KYC), as well as captures and/or maintains account information ensuring data integrity. The incumbent will prompt, request and resolve/remediate any required information that is outstanding or incorrect, with various stakeholders. Further, report on/act on errors within the account origination KYC process and/or other manual remediation tasks.**Areas of responsibility may include but not limited to**
- Ensures completeness and quality of New Business remediation and updating client information within agreed SLAs
- Accurately classifies, registers, routes and indexes documentation either manually or on the system
- Takes action on incomplete information, in order to adhere to requirements with clients, third parties or any stakeholders (e.g., Brokers, Corporate BPs, etc.)
- Achieves specified production targets, turn-around-times, handle times, etc.
- Supports internal stakeholders with remediation activities
- Engages with clients with regards to soliciting documents and/or information, queries and FICA requirements
- Keeps abreast with legislative and industry changes (FIC Act, FAIS, POPI, etc.)

**Personal Attributes and Skills**
- **Values Driven**:

- Committed to integrity and ethics in business
- Behaves consistently with Discovery Values
- **Optimistic**:

- Motivated by a positive future
- Energised by challenges
- **Learns on the Fly**:

- Embraces the unfamiliar
- Experiments to find solutions
- **Resilient**:

- Recovers quickly from setbacks
- Grows from negative experiences
- **Instils trust**:

- Follows through on commitments
- **People Savvy**:

- High EQ with low ego
- **Drives Results**:

- Energises self and others to achieve
- Consistently exceeds goals
- **Problem Solver**:

- Looks beyond the obvious
- Finds sustainable solutions

**Education and Experience**
- Relevant degree
- Matric/Grade 12 and computer literacy with Excel as a requirement
- At least 1 year working experience in a data capturing, servicing, operations or administrative environments is required
- At least 1 year in a new business or client acquisition role within Financial Services is preferred
- The role might require shift work
- EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

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