Business Service Centre Consultant
2 weeks ago
PRIMARY PURPOSE
Accurately and efficiently process and record routine branch banking transactions. Promote and advise clients on banks products and services.
FINANCE
Financial Management
- Manage expenses by minimizing losses, write offs and revenue leakages
- Provides forex services to clients
- Manage client accounts by opening new accounts and providing end-to-end branch banking services
- Record transactions and manage cash balances
- Cross sell bank products by answering enquiries and informing clients of new services and products
CLIENT CENTRICITY
Client Service
- Excellent client service to ensure client retention
- Assessing clients’ needs to provide effective solutions
- Update all client records on internal systems
- Successful relationship building with relevant departments in order to achieve clients’ needs
- Manage anresolve client queries promptly and effectively
OPERATIONAL EXCELLENCE
Internal Processes
- Record all transactions promptly and accurately on the relevant system in compliance with banks procedures
- Update all registers and documentation daily
- Order cash proactively before cut offs and assist with deliveries where necessary
- Work according to documented policy and procedure to ensure that all necessary documents are in place and clients information and transactions are correct contribution to teamwork ensuring accountability, delivery, sharing information and effectiveness of the area
- Ongoing query management and escalation if necessary
- Compliance Monitoring and Reporting
- Keeping abreast of Compliance (FICA and Finsurv) requirements
- Knowledge of Banking products and systems
- Anti-Money laundering
**REQUIREMENTS**:
Minimum Qualifications
- Grade 12
EXPERIENCE
- 1 - 2 years’ experience in a Financial Institution
IDEAL
- Certificate in Banking
- FAIS RE5
- 3 years’ experience in a Financial Institution
- Foreign Exchange experience
Ability to commute/relocate:
- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required)
Application Deadline: 2023/01/30
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