Job Region: Gauteng

Job Description

The Universal Banker position is a critical role within our financial institution, responsible for addressing the diverse banking needs of Personal, Prestige, and Private Banking clients. This position demands a high level of professionalism, attention to detail, and adherence to regulatory requirements.
The role will require the successful candidate to be fit and proper as per FSCA Regulatory FAIS Representative requirements and demonstrate an unwavering commitment to maintaining the highest standards of ethical conduct in all aspects of their work.

Qualifications

NQF 5 FAIS Aligned qualification

Experience Required: 

1 – 3 Years Experience in Financial Services & Advice
3+ years’ experience in banking
Must meet all FSCA Regulatory FAIS Representative requirements.

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Minimum Requirements

Matric
Credit Management or Finance related qualification
2-3 Years Collections experience in a high volume consumer environment
Strong knowledge of Microsoft Office & Excel
Working knowledge of LSN and SAP
Strong People & Communication skills

Job Specification

Telephonically contact clients with due or overdue amounts in order to obtain payment for the arrears
Accurately record notes resulting from outbound calls to clients in the Listener system;
Ensure that the minimum number of prescribed collection calls are achieved daily;
Capture debit order resubmissions in the Listener system;
Verify client information in the Listener system when making contact with clients;
Convert clients from printed communication to electronic communication;
Obtain commitment from clients to settle their overdue accounts within the shortest possible period of time;
Follow up on client payment commitments;
Issue letters of demand & suspension to clients in accordance with the collection policy;
Review the regional suspense accounts on a daily basis to identify and transfer client payments not yet allocated to the correct account;
Request the suspension of overdue accounts where the prescribed number of calls and/or communication has been completed;
Understand & communicate company policies, collection policies & service-specific information to clients;
Identify the nature of client queries, record the queries in the Listener system (and/or query management tool) & to re-direct the queries to the relevant department/personnel for resolution where the query does not pertain to the Credit Control function;
Ensure that all forwarded queries are resolved by the relevant departments through constant follow up in order to obtain payment from clients;
Forward, electronically or printed, copies of client invoices, statements & other relevant documentation as requested by the Contact Centre or by the client directly;
Address & resolve client queries (where the query pertains to a Credit Control function) identified either through the outbound call process or transferred from the Contact Centre (manually or through the query management tool);
Communicate the outcome of the resolved query to customers (both internally & externally);
Accurately prepare various administrative documents including: credit note requests, transfer of funds, client refunds requests, master data amendments, etc. (electronically and/or written);
Ensure that all off-setting of receipts & credit notes/debit notes is accurately processed on a daily basis;
Reconcile (where necessary) accounts with credit balances establishing the reason for the credit balance and making the necessary adjustments (refunds or transfers);
Ensure individual & departmental collection & bad debt provision targets are consistently achieved;
Always maintain a high standard of customer service, client courtesy & professionalism when interacting with clients;
Participate in various ad-hoc projects within the Credit Control Department;
Ensure a high standard of housekeeping at all times.

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Requirements

You are an inspirational, innovative and influential educational leader. Your career experience and track record equip you to advance girls’ education within the unique educational model of St Stithians. You are ready to join the remarkable leadership team of St Stithians College.
Your personal educational vision and values align with the purpose and strategy of St Stithians Girls’ College as a relevant and engaged South African school. You will embrace the opportunity to lead the school in the next exciting phase of its development, empowering staff, students and parents.
You will provide progressive thought-leadership, through your ability to execute and implement projects and priorities, demonstrating a strong communication style and excellent administration. You will build effective teams that grow talent and inspire confidence.
You will create a community of belonging and advance the school as a centre of excellence.

Apply via company website ( http://www.stithian.com ) or

stithian.mcidirecthire.com

Job Objectives

Build and maintain strong relationships with customers and the internal sales team through open, transparent communication and a customer-centric approach.
Manage and analyse customer contract portfolios to identify risks and opportunities and make data- driven recommendations to improve performance and customer satisfaction.
Draft, revise, and negotiate contract quotations, restructures, and extension options in collaboration with internal stakeholders and customers.
Present proposed contractual improvements or restructuring to both customers and management, ensuring alignment with strategic and operational goals.
Collaborate with internal departments (e.g., Claims, Legal, Finance, Sales Operations) to ensure seamless implementation of contract changes and resolution of portfolio concerns.
Reporting and corrective actions on all Uptime product offerings, ensuring proactive administration and adherence to contractual obligations.
Manage the administration of Uptime Units to ensure customer value delivery.

Who are you?

Qualifications & Job experience

Diploma or Degree in:

Business Administration.
Logistics or Supply Chain Management.
Finance or Accounting.
Transport Management.
Marketing or Sales.
3 – 5 years’ experience in a Specialist / analytical role, preferably in an after-sales or service contracts Environment.
Microsoft Office.

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Key Responsibilities:

Manage medium sized projects and conduct financial analysis to evaluate Sales/Customer Team performance.
Analyze sales data to identify trends, opportunities, and risks.
Collaborate with cross-functional teams to ensure accurate financial reporting, forecasting, and analysis.
Prepare financial reports, presentations, and forecasts to support decision-making.
Evaluate sales strategies for profitability and effectiveness.
Develop financial models to assess the impact of various scenarios on Sales/Customer Team performance.
Ensure compliance with financial policies, procedures, and regulatory requirements.

Job Qualifications

3-5 years Finance experience
Bachelor’s degree in Finance, Accounting, or a related field.
At least two types of different F&A roles/experiences.
Proficient in at least four core F&A skills and balance of core skills at Basic Level or Advanced in at least one core skill, Proficient in at least two core skills, and two additional core skills at Basic.
Strong analytical skills with the ability to interpret complex financial data.
Proficiency in Microsoft Excel for data analysis and modeling.
Excellent communication skills to collaborate effectively with cross-functional teams and present findings to stakeholders.
Detail-oriented with a focus on accuracy in financial analysis.
Quick learner with the ability to adapt to changing environments.

Apply via company website ( N / A ) or

pg.wd5.myworkdayjobs.com

Job Specification (not totally inclusive)

Responsible for cash management and local and global reporting;
Responsible for Treasury function and managing the treasury team;
Responsible for the Accounts payable function;
Responsible for managing relationships with internal and external auditors to ensure the effective conducting of audit process;
Developing, implementing, monitoring, and reviewing internal controls within internal control framework and Sarbanes Oxley (SOX) requirement;
Responsible for statutory and Global tax reporting requirement for South Africa;
Providing advisory and support related to preparation and submission of annual financial statements and statutory returns;
Reviewing of annual financial statements to ensure compliance with IFRS prior to presenting to external auditors for audit purposes;
Preparation and analysing of annual financial statements and management accounts through understanding of income Tax, VAT, and other legislations; and
Review on request of monthly/weekly payroll files, journals, and reconciliations.

Qualifications/Requirements

Registered Chartered Accountant with at least a minimum of 5 years post articles experience;
Experience in preparing cash forecasts and cash flow analyses is essential;
Strong understanding of developing of internal controls and SOX procedures;
Knowledge of investment portfolio strategy, banking, and financial instruments.
Experience with integrated financial accounting systems (e.g., SAP or similar) within a medium to large organisation;
Computer literate in MS office suit (advanced excel); and
Must have own car and valid driver’s license.

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Qualifications 

Bachelor of Commerce with Honours in Accounting with CA (SA); or 
Bachelor of Business Science with Honours in Finance / CA (SA). 
Any additional CFA, CIMA or other relevant degrees / professional designations would be advantageous, but not a specific requirement. 

Experience requirement 

A minimum of 5 years’ experience in business restructuring/ leveraged finance/ financial advisory preferably from a financial institution, professional services firm or banking background. 

The candidate will be responsible for guiding, supporting and coaching junior team members while delivering high quality advice on a wide range of financial advisory and restructuring mandates, including, but not limited to: 

Financial restructuring and exit strategies, 
Financing and debt advisory related services, 
Turnaround strategy, 
Independent business reviews, 
Strategic options analysis, 
Contingency planning reviews,  
Short-term cash flow reviews and forecasting,  
Cost saving, optimisation and working capital improvement plans; 
Work alongside other PwC teams, including specialist lines of service and sector experts; and 
Advising in relation to Business Rescue proceedings (Chapter 6 of the Companies Act, 2008). 

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