
Website Bidvest Bank
Job Description:
Provide service and administrative support to the sales and distribution teams to deliver a superior client service to clients, ensure efficient operations within the Banks eco-system, related to organization and communication. Act as secondary contact to the clients.
Job Responsibilities:
- Responding speedily and correctly to stakeholder and client queries ensuring that solutions are achieved timeously.
- To follow up with all parties to ensure that the necessary documentation is in place and processes are followed to ensure reviews are completed and transactions are processed timeously
- Send all signed opening documentation to CFX admin
- Pro-active identification of X Sell OppAct as a liaison between Relationship Managers and CFX admin
- Taking on the role as the secondary point of contact for the Relationship Managers, providing all administrative support ensuring excellent service levels and quality to clients
- To train and assist the client telephonically on the necessary systems / processes to deal with the Bank in the most efficient way
- Pro-active after Sales; activatt and customer training and digital migration
- Send welcome letter to banker once account has been opened
- Follow up with CFX admin to ensure account is opened timeously
- To proactively review the client files and ensure the Relationship Managers are advised of the updated client documents that are required.
- Providing telephonic support to clients and Relationship Managers to proactively address their needs
- Check and collate all account opening documentation
Job Requirements:
- Strong interpersonal skills
- Excellent communication skills (written and verbal)
- Attention to detail
- Time management skills
- Ability to explain technical aspects to clients
- Organization skills
- Problem solving skills
- Microsoft skills
- Ability to manage organizational change
- Client orientation
- Financial acumen
- Business administration
- Exposure to MS Sharepoint
- Good understanding of technology
- Positive attitude and resilient
- Ability to work effectively in a team.
- Negotiation skills
Qualification & Experience:
- 2 years in an administrative or client service role
- Certificate in Banking, or Equivalent NQF 5
- 3 years in a sales and client service role in a financial institution
- Matric
Job Details:
Company: Bidvest Bank
Vacancy Type: Full Time
Job Location: Wierda Valley, Gauteng, South Africa
Application Deadline: N/A
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