MAIN FUNCTIONS OF THE JOB
Administration
Assists the Relationship consultant in servicing existing clients and onboarding new clients
Completes application, completes documentation, activates debit card, Electronic Banking services as per client's request.
Monitors and Drives progress of outstanding documentation.
Checks and reports all transactional activity on Corporate and Business Accounts opened.
Attends to client's Electronic Banking requests such as Statements, Banking letters etc.
Manages and ensures that administrative functions are carried out efficiently.
Prepares applications and documentation in terms of procedural guidelines and full compliance of the Banks requirements.
Updating information on the Computer System as and when required.
Prepares Welcome Packs for clients.
Captures and updates information on IMAL for customer creation and maintenance
Prints the completed application forms together with the terms of conditions and Electronic Banking Requirements.
Attends to all administrative issues required in terms of the Banks policies for all approved deals.
Provides the Relationship consultant with business activity schedules timeously.
Assists in the completion of annual EDD requirements
Assists with training and assisting clients with internet banking
Assist in sourcing new business
Annual completion of ODD
Annual completion of EDD
Onboarding of new clients via internet banking and mobile app.
Monitoring of Dormant accounts
Compiling of execs pack
Assisting with memos, additional tasks and projects
Updating and completing SharePoint reports
QUALIFICATIONS
Matric
BCom Finance or Accounting Degree or related Degree or studying towards would be an advantage.
PREFERRED EXPERIENCE
A minimum of 1- 2 years experience within the banking industry