Sales Support Consultant - Pretoria, South Africa - Absa Bank Limited

Absa Bank Limited

Verified Company

Pretoria, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

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Bring your possibility to life Define your career with us

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

Overall job purpose

Job Description:

Key accountabilities

Accountability:
Portfolio Support

Log compliments and complaints on CCP (including Fraud incidents)
Remediate faulty securities, outstanding KAMLS and manage FICA listings on existing portfolio
Finalize outstanding HOC within own portfolio
Facilitate temporary resident approvals and completion of any requests to finalize the transactions
Attend to PEPs and high risk customer accounts managed in line with Credit Lending and compliance principles
Maintain continuous feedback to Private Wealth Bankers on a minimum daily basis on all outstanding/pending matters
Assist with client requests including AVAF, Home loans, and Credit Card and follow up as necessary
Perform 2nd tier quality checking for documents to be sent to Customer Middle Office (CMO)
Dispatch documents to CMO for quality checking
Obtain client documents for walkin clients and Private Wealth Banker visits
Forward requests to Sales Processing and Fulfilment and maintain benchmark norms
Attend to walkin clients and fully support Bankers in taking full ownership of all NON-SALE activity
Manage Queries sent to Private Assist and ensure resolution and attend to all out of scope queries

Accountability:
Portfolio Analytics and Sales

- sell and cross
- sell of products (within regulatory compliance) and refer to Banker via LRS

Assist in facilitating and promoting Sales and other campaigns (internal and
National) in customer interaction
Analyze documentation to ensure adherence to Client Value Proposition and product offering
Interact with internal stakeholders for holistic solutioning of clients' needs and manage internal stakeholders in terms of the Service Level Agreements
Conduct pre credit assessment and Post Sales Reviews to ensure effective end to end finalization of all related transactions
Ensure maintenance and updating of LRS system
Assist with client contact plan as per business processes (i.e. contact clients as specified by the relevant Bankers)
Conduct a welcome call to clients post onboarding and where business is fulfilled (i.e. new AVAF account opened, update Card as proof of call)

Accountability:
Credit Decisions and Risk Monitoring

Draw client enquiries and obtain any outstanding information
Finalize credit and financial checks in line with the requisite norms and standards
Support the bankers in overall monitoring of the portfolio from a risk perspective
Monitor referral listings daily and liaise with bankers to finalize
Conduct portfolio reviews on lending products
Ensure optimal pricing on clients' accounts for best noninterest revenue (and identify opportunities for new business)
Ensure that external home insurance vetting is managed within business processes and practice notes guidelines

Accountability:
Suite Administration

Support monthly/quarterly/halfyearly checks e.g. collateral / cards
Provide weekly feedback to the management team on quality and SLA adherence (Stakeholder SLA Management and Productivity SLA management (turnaround times)
Perform Back Office Teller processing including processing of journals
Participate in Basel reporting and related administration
Provide support in respect of opening and closing procedures if required
Act in the role of OHS (First Aid, Fire Marshall etc) if required
Action adhoc requests within the scope of the function to "make the lives of our internal and external customers easier"

Accountability:
Personal Development

Continuously upskill oneself on Products, system enhancements, compliance and/or regulatory requirements in order to adhere to the required quality standards to provide a worldclass service.
Keep abreast of updates (circulars, bulletins and manuals) as well as policies and procedures within the Private Banking environment, on a daily basis.
Develop knowledge and skills identified in the MyContribution Individual Development Plan as required.
Demonstrate the willingness and ability to perform to the very best levels to ensure personal alignment to Absa's Values and Vision.

Education

Higher Certificates and Advanced National (Vocational)

Certificates:
Business, Commerce and Management Studies (required)