Old Mutual
Job Description
To provide world class service by attending to teller related transactional and banking requirements as per laid down procedures; needs of clients and identify cross selling opportunities and to be guided by the branch operations manual, standing instructions, circulars and directives from the regulator, and any instructions from the Branch Manager.
Job Description
- Adoption of the IFS model.
- Educate & encourage clients on use of Digital platforms.
- To manage Branch Cash holding limits.
- To authenticate clients and transactions by following relevant procedures and policies to prevent fraud, risks, and losses.
- To refer any occurrences outside of mandate or authentication procedure to the Branch manager 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.
- To comply with teller limits.
- 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 understand and support the CABS values in all business processes.
- To participate and contribute to the achievement of team goals.
- To participate in CABS Culture building initiatives (e.g. Surveys etc.) contributing to a culture conducive to the achievement of transformation goals.
- To seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to CABS.
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, Client Relationship Management, Customer Relationship Management (CRM), Marketing, People Oriented, Taking Initiative
Education
Bachelor Commerce: Business Administration (Required), Bachelor Of Commerce Banking And Finance Honours Degree: Economics, Finance (Required)
Closing Date
24 June 2024