Consultant: Business Service Centre - Centurion, South Africa - Bidvest Bank

Bidvest Bank

Verified Company

Centurion, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Primary Purpose
To accurately and efficiently process and record routine branch banking transactions. Promote and advise clients on banks products and services.

Minimum Requirements

FINANCE

Financial Management

Manage expenses by minimizing losses, write offs and revenue leakages
Provides forex services to clients
Manage client accounts by opening new accounts and providing endtoend branch banking services
Record transactions and manage cash balances
Cross sell bank products by answering enquiries and informing clients of new services and products

CLIENT CENTRICITY
Client Service

Excellent client service to ensure client retention
Assessing clients' needs to provide effective solutions
Update all client records on internal systems
Successful relationship building with relevant departments in order to achieve clients' needs
Manage and resolve client queries promptly and effectively

OPERATIONAL EXCELLENCE
Internal Processes

Record all transactions promptly and accurately on the relevant system in compliance with banks procedures
Update all registers and documentation daily
Order cash proactively before cut offs and assist with deliveries where necessary
Work according to documented policy and procedure to ensure that all necessary documents are in place and clients information and transactions are correct
Contribution to teamwork ensuring accountability, delivery, sharing information and effectiveness of the area
Ongoing query management and escalation if necessary

Compliance Monitoring and Reporting