Job description
Key Responsibilities/Accountabilities Control chequebooks .
- Attend to telephonic queries regarding cheque books.
Control Automated Teller Machine (ATM) cards
- Receive and handle ATM cards according to laid-down policies and procedures.
- Ensure the ATM cards are locked away overnight.
- Dispatch and receive ATM cards to/from away branches.
- File ATM cards in received-date order.
- Handle retained ATM cards according to laid-down procedures.
- Perform daily balancing of ATM cards in conjunction with the Asset Custodian
- Attend to all telephonic enquiries regarding ATM cards.
Statements
- Issue off-cycle statements at customer’s instance and take charges as appropriate
- Keep records of all source instructions from customers
Reactive selling
- Identify cross-selling and migration opportunities and sell products/services reactively.
- Participate in tactical sales/marketing activities as required.
SIPML Management
- Attend to all pension enquiries
- Processing of client withdrawal application.
- Processing of client change of account information and signature
- Processing of NSITF transfer.
- Processing of deceased person benefit withdrawal.
- Print statement of account and registration certificate for the client
- Cross sale.
- Render daily report on applicable platform.
SIAML Management
- Attend to all Asset management enquiries
- Processing of client subscription.
- Processing of client redemption
- Processing of client change of account information.
- Processing of deceased person redemption
- Print statement of account and registration certificate for the client
- Dispatch all document to appropriate unit after execution
- Cross sale
Preferred Qualification and Experience
- A bachelor’s degree in any related field
- 0-2years banking experience, preferably interfacing with customers.
- Strong relationship management background.
- Experienced in upholding the highest levels of service.
- Experience in completing credit applications successfully.
Knowledge/Technical Skills/Expertise
- Relevant business/financial qualification
- Interpret financial statements; assess sources of income and basic customer affordability calculations (debt to income ratio, loan to value ratio, instalment to income ratio, etc).
- Demonstrate high levels of computer literacy - able to capture/update customer database, successfully complete product/lending applications, ensure credit maintenance, etc.
Job Details
Retail & Business Banking
Job Purpose
- To render frontline service support
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