Transaction Management Assistant

4 weeks ago


Johannesburg, Gauteng, South Africa Armstrong Appointments Full time
Job Description

We are seeking a highly organized and detail-oriented Transactional Banking Administration Assistant to join our team at Armstrong Appointments. This role involves assisting sales consultants in Gauteng with administrative duties related to onboarding business banking accounts and providing exceptional customer service.

The successful candidate will be responsible for:

  • Assisting relationship consultants in servicing existing clients and onboarding new clients;
  • Completing applications, documentation, activating debit cards, and Electronic Banking services as per client requests;
  • Monitoring and driving progress of outstanding documentation;
  • Checking and reporting all transactional activity on corporate and business accounts opened;
  • Attending to client electronic banking requests such as statements, banking letters, etc.;
  • Managing and ensuring that administrative functions are carried out efficiently;
  • Preparing applications and documentation in accordance with procedural guidelines and full compliance of the bank's requirements;
  • Updating information on the computer system as and when required;
  • Preparing welcome packs for clients;
  • Capturing and updating information on IMAL for customer creation and maintenance;
  • Printing completed application forms together with terms and conditions and Electronic Banking Requirements;
  • Attending to all administrative issues required in terms of the bank's policies for all approved deals;
  • Providing the relationship consultant with business activity schedules timeously;
  • Assisting in the completion of annual EDD requirements;
  • Assisting with training and assisting clients with internet banking;
  • Assisting in sourcing new business.

About You

To succeed in this role, you will need to have:

  • A matric qualification;
  • A BCom Finance or Accounting degree or related degree or studying towards would be an advantage;
  • A minimum of 1-2 years' experience within the banking industry;
  • Knowledge of IMAL, Docuware, and MS Office.

What We Offer

As a Transactional Banking Administration Assistant at Armstrong Appointments, you can expect a competitive salary of R150,000 - R200,000 per annum, depending on your level of experience. We also offer a range of benefits, including medical aid, life insurance, and paid annual leave.



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