Old Mutual
Job Description
To provide world class service to Private Banking & NGO Clients by attending to teller related transactional and banking requirements as per laid down procedures; needs of clients and be guided by the branch operations manual, standing instructions, circulars and directives from the regulator, and any instructions from the Branch Managers.
- Adoption of the IFS model.
- Educate & Onboard clients on Digital platforms.
- To authenticate clients and transactions by following relevant procedures and policies to ensure accuracy and to prevent fraud, risks, and losses.
- To confirm actual cash on hand against system balances, at start of day, end of day and at regular intervals, and take corrective action is taken as soon as possible.
- To comply with teller limits.
- To declare any discrepancy in actual cash on hand against system balances, immediately, to management to ensure corrective action is taken as per procedure and policy to minimize losses.
- To prepare all transactional documents and originals (WASTE) in the required format by the required deadline for filing purposes.
- To deliver on identified needs following the appropriate process and procedures and providing feedback to clients to satisfy needs, build a relationship and retain the client.
- To identify opportunities for making suggestions to better meet customer needs, without advising, and refer to the relevant area to provide sales leads to enable cross-selling of products.
- To stay abreast of CABS risk and compliance requirements by reading the relevant circulars, Standing Instructions and attending sessions to remain current.
- To seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to CABS.
- To act as Brand ambassador by displaying appropriate behavior and CABS values.
Qualifications
- University degree such as Banking, Finance, Economics, Marketing, Business Studies, or as majors backed with formal banking and management training.
- IOBZ an added advantage
- Cash handling experience and at least 3 years’ experience and CMBT competency.
- Strong people skills to manage relationships with clients.
- Good communication skills both written and oral required in preparing reports and proposals.
- Very good knowledge of the Group’s Policy, Standards, local regulations, and legislation on the prevention of money laundering
Skills
Banking, Compliance Requirements, Customer Experience (CX), Sales
Education
Bachelor of Commerce Honours (BCom Hons): Economics And Finance (Required), Bachelor of Commerce Honours (BCom Hons): Finance And Banking (Required), Bachelor of Commerce Honours (BCom Hons): Marketing And Business Management (Required)
Closing Date
24 June 2024