Client Liaison Officer (Bloemfontein) Key Accounts Manager (Fleet) Cape Town Area Sales Manager KZN Officer: Authorisations Credit Risk Analyst Executive Head: Legal and Company Secretary Junior Credit Manager National Facilities Manager Regulatory Accountant Senior: AML Analyst Relationship Manager Senior: AML Analyst Relationship Manager Forex Specialist – Sales Market Risk Analyst Business Credit Analyst – KZN Relationship Manager Business Credit Analyst – Inland Financial Surveillance Administrator

  • Full Time
  • Free State
  • Applications have closed

Bidvest Bank

Primary Purpose

To build, manage relationships with regional customers and ensure all operational, contractual obligations, compliance and Service Levels Agreements are always met.

Minimum Requirements

Qualifications

Matric with Fleet Administrative experience
Fleet Management Diploma (Ideal)
Marketing or Sales Diploma or degree (Ideal)
Previous client relationship management

Experience

3 – 5 years’ experience within the Fleet industry, preferably within Leasing Environment and knowledge of the Road Traffic Act

Duties and Responsibilities include but not limited to:

FINANCE
Revenue Protection

 Scrutinize CIS monthly to ensure all units on lease correctly billed to customers

Revenue Generation

 Identify new and additional initiatives within the scope of the contract

Debtors Management

 Improved Debtors Age collection rate, no invoices older than 60 days
 Ensure GRVs are issued for all outstanding invoices (revenue assurance)

CUSTOMER CENTRICITY
Customer Service Excellence

 Relationship management and building
 Accurate and timeous reporting in line with contract requirements
 Ensure customer requirements are attended to and action timeously.
 Logging of activity on relevant CRM tool
 Compulsory monthly business reviews.
Service Level Agreement
 Work closely with all internal stakeholders to ensure the Bank is achieving the minimum 95% target.

Query Resolution

 Maintain constant communication for quicker resolution times
 Manage escalated queries and resolve timeously
 Acknowledge customer communication within 8hrs of receipt

Know Your Customer

 Customer information must be always updated

Customer Queries

 Timeously resolve all customer queries

Customer Complaints

 All complaints logged and resolved within 48 hours with feedback to customers

OPERATIONAL EXCELLENCE
Replacement Plan
Actively manage the Vehicle Replacement Program:

 Timeous quoting
 Customer consultation to ensure the asset specification is correct for the application of the vehicle.
 Ensuring that all quotes are processed timeously to procurement for asset ordering.
 Ensuring the accurate and timeous approval of quotes
 RFQs must be loaded on MS Teams Tool
 Manage order status.
 Provision of quotes within 5 working days within the SLA
 End of Contract management

Contract Management and Reporting

 Timeous Report submission
 Manage client fleet utilization and restructure
 Facilitate adhoc requests
 No STR extension past 12 months
 Managed utilization in line with contracted parameters
 Support MMU in managing outstanding POs
 Manage ETA and delivery of new vehicles with internal stakeholders
 Preparation of monthly customer reports for discussion
Compliance
 Obtain BRN/Proxy documentation on a quarterly basis
 Ensure all license discs are obtained and delivered to customers before expiry
Odometer Readings
 Preparation and presentation of monthly odo file in time for running of variable billing

LEARNING AND GROWTH
PDP and Training

 Have a formal PDP and proactively manage
 Achievement of objectives/milestones set out in the development plan
 Contribute to overall team outputs
 Identify any training needs
 No outstanding compulsory training

Employee Net Promoter

 Level of satisfaction by employees

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