Agent: Deceased Client Support (Pipeline) at Capitec Bank

Purpose Statement


To ensure the efficient, compliant, and compassionate administration of deceased estates by managing the end‑to‑end estate process in line with legislative requirements, company policy, and service standards, while supporting executors, beneficiaries, and internal stakeholders during a sensitive time.


Experience

Minimum/Ideal:


2-3 years' experience in deceased estates, laiasing with Executors, beneficiaries and the Master of the High Court
Client service experience and/or function relevant experience


Qualifications (Minimum)


Grade 12 National Certificate / Vocational


Qualifications (Ideal or Preferred)


Certification in Law
Bachelor's Degree in Labour Law


Knowledge

Minimum/Ideal:


Comprehensive understanding of client interaction and relationship management practices and principles
Understanding of client management information, systems and tools.
Understanding of conflict management principles


Skills


Analytical Skills
Attention to Detail
Change Management Skills
Interpersonal & Relationship management Skills
Problem solving skills
Project Management Skills (Methodolgy Specific)