Main job function 

To assist the sales consultants in Gauteng with the administrative duties of on boarding business banking accounts and ensuring excellent customer services with new and existing clients, whilst adhering to the banks policies and procedures.

MAIN FUNCTIONS OF THE JOB

Administration

• Assists the Relationship consultant in servicing existing clients and onboarding new clients
• Completes application, completes documentation, activates debit card, Electronic Banking services as per client’s
• Monitors and Drives progress of outstanding
• Checks and reports all transactional activity on Corporate and Business Accounts
• Attends to client’s Electronic Banking requests such as Statements, Banking letters
• Manages and ensures that administrative functions are carried out
• Prepares applications and documentation in terms of procedural guidelines and full compliance of the Banks
• Updating information on the Computer System as and when
• Prepares Welcome Packs for
• Captures and updates information on IMAL for customer creation and maintenance
• Prints the completed application forms together with the terms of conditions and Electronic Banking
• Attends to all administrative issues required in terms of the Banks policies for all approved
• Provides the Relationship consultant with business activity schedules
• Assists in the completion of annual EDD requirements
• Assists with training and assisting clients with internet banking
• Assist in sourcing new business

 QUALIFICATIONS

• Matric

• BCom Finance or Accounting Degree or related Degree or studying towards would be an

PREFERRED EXPERIENCE 

• A minimum of 1- 2 years’ experience within the banking industry

KNOWLEDGE

• IMAL
• Docuware
• MS Office

  A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.