Retail Deceased Credits Consultant

2 weeks ago

Pretoria, South Africa Absa Bank Limited Full time

Empowering Africa’s tomorrow, together one story at a time.
- 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

An exciting role that focuses on operational excellence by ensuring seamless and timely processing of deceased portfolios, requiring the paying out of credit balances, issuance of Certificate of Balances (COBs) and closing of deceased accounts thereof. Provide support and guidance to the bereaved family members and executors. Exercise due diligence to mitigate risk, prevent financial loss, and to guard against compliance failure that could result in litigation, financial penalties, and reputational damage.

**Job Description**:
Preparation of deceased files according to instructions within set timelines to meet clients' expectations:

- Draw enquiries on clients portfolio by using CIF and BTP
- Place hold by using BTP on all deceased clients portfolio's on notification of death
- Change the address of the deceased estates portfolio on BTP, to ensure that executors’ correspondence, in future, are directed correctly.

Accurately and efficiently attend to Generic Administrative functions for Deceased Estates:

- Prepare the certificate of balance by extracting information on all deceased debit and credit accounts from BTP, annotate balance as at date of death and manually calculate the interest accrued.
- Prepare the income tax certificate by extracting information on all deceased debit and credit accounts from BTP; annotate balance as at date of death and manually calculating interest earned, during the current tax year, and for previous tax year certificates extract and print from BTP or archival system.
- Ensure that telephonic communication with clients is handled professionally at all times and that accurate feedback is provided to the clients timeously.
- On instruction from the executor, prepare accounts for closure by:

- Extracting basic enquiries from CIF/ BTP for each account that should be closed,
- Scrutinize enquiries for holds that prohibit closure and forward request to remove hold to relevant business unit e.g. Cheque book in library hold refer to Collection Branch, Security hold refer to Forensics Department telephonically.Bad debt and insolvency hold has to be referred to Third Party Management by Mail Message Service (MMS) on the Online Collection System (OCS) etc.
- Recover service charges from the deceased estate by either debiting the clients account, depending if funds are available, or sending a tax invoice to the executor
- Prepare payment for quality assurance and finalisation.
- Adhere to all risk compliance requirements (e.g. information security) at all times and escalate irregularities to the Team Leader.
- Analyse client queries e.g. new file, payment and policies to assist client correctly within the Service Level Agreement (SLA).
- Perform on the job training to ensure operational competence when dealing with clients.
- Ensure that deceased client’s portfolio is finalised by confirming that all accounts have been closed and closing statements provided.
- Administer the release of securities and inform customers when the release request has been finalised.

Education

Further Education and Training Certificate (FETC): 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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