PRIMARY PURPOSE<\/p>\n
\tProvide 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.<\/p>\n
KEY PERFORMANCE AREAS (KPA\u2019s)<\/p>\n
CUSTOMER CENTRICITY<\/p>\n
Customer Journey<\/p>\n
\tTaking on the role as the secondary point of contact for the Relationship Managers, providing all administrative support ensuring excellent service levels and quality to Bidvest Bank 2021 clients
\n\tResponding speedily and correctly to stakeholder and client queries ensuring that solutions are achieved timeously.
\n\tProviding telephonic support to clients and Relationship Managers to proactively address their needs
\n\tTo train and assist the client telephonically on the necessary systems \/ processes to deal with the Bank in the most efficient way
\n\tTo 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
\n\tTo proactively review the client files and ensure the Relationship Managers are advised of the updated client documents that are required.
\n\tPro-active after Sales; activation of product services, support and customer training and digital migration
\n\tPro-active identification of X Sell Opportunities<\/p>\n
Client Onboarding<\/p>\n
\tAct as a liaison between Relationship Managers and CFX admin
\n\tCheck and collate all account opening documentation
\n\tSend all signed opening documentation to CFX admin
\n\tFollow up with CFX admin to ensure account is opened timeously
\n\tSend welcome letter to banker once account has been opened<\/p>\n
OPERATIONAL EXCELLENCE<\/p>\n
Lending Fulfilment<\/p>\n
\tAct as a liaison between Relationship Managers, credit, legal & FAF contract admin
\n\tOnce sanction has been received from credit – request facility letter and legal documents from legal department
\n\tComplete quote request and send to procurement
\n\tSend quote to the Relationship Managers once received from procurement
\n\tRequest admin to check if supplier\/dealer is loaded – if supplier\/dealer is not loaded, request documentation from the supplier\/dealer to onboard the supplier
\n\tOnce supplier\/dealer has been onboarded, send confirmation to FAF contract admin
\n\tRequest FICA documentation from client
\n\tSubmit all FICA documentation to FAF Contract admin to obtain FICA sign-off
\n\tSubmit all signed legal documentation to FAF Contract admin for Legal signoff
\n\tOnce FICA and Legal signoff has been obtained – advise credit to load facilities
\n\tRequest admin to convert quotes and request purchase order\/invoicing details
\n\tSend Purchase order\/invoicing details to supplier once obtained
\n\tObtain invoices from supplier
\n\tSend invoices to admin with confirmation of clients banking details so they can draw the schedules
\n\tOnce we have obtained the schedules from admin, send to Relationship Managers in order obtain client signatures
\n\tObtain insurance confirmation from client
\n\tObtain tracking certificates from client
\n\tObtain acknowledgement of tracking authorisation letter from supplier or from client
\n\tObtain proof of payment of upfront fee\/deposit
\n\tSend all signed schedules, insurance confirmation, tracking certificates and all other supporting documentation to FAF contract admin for release notes
\n\tSend release note to supplier\/dealer
\n\tOnce release note has been signed, send release note together with supporting documentation to FAF Contract admin for pay-out
\n\tRequest pay-out confirmation from FAF Contract Admin Bidvest Bank 2021
\n\tSend pay-out confirmation to supplier\/dealer<\/p>\n
Query Resolution<\/p>\n
\tAct as a primary point of contact for query resolution
\n\tLiaise between various internal departments in order to resolve queries (FX Queries, Payments, CFX admin, Fleet admin, Credit and Legal)
\n\tCommunicate query outcome directly to clients and banker
\n\tPerform outbound calls to clients in order to better understand the nature of their query
\n\tAccept inbound calls from clients regarding administration issues
\n\tAct as a stand in for the banker where the banker is not available<\/p>\n
Reviews<\/p>\n
\tMonitor and action outstanding FICA reviews in conjunction with the banker
\n\tcheck file for completeness (documents held on Onbase or DMS) and communicate with customer to collate outstanding\/updated information.
\n\tFollow up with the client to ensure documentation is received timeously
\n\tEscalate matters to banker where information is not forthcoming from clients
\n\tRequest banker to complete Risk Matrix and EDD
\n\tCompile all documentation including coversheet and send file to CFX admin for fulfilment<\/p>\n
GPO\/Payment Report<\/p>\n
\tMonitor and manage the daily GPO\/Payment report
\n\tInform client of any outstanding documents
\n\tAct as a liaison between back-office and client regarding any outstanding information
\n\tEnsure that no deals are extended or surrendered without client\/relationship manager’s consent
\n\tEscalate ALL matters to the relationship managers when there is no resolution between Sales Support and Back Office<\/p>\n
Finance<\/p>\n
\tSupporting the Monthly Sales Revenue Target
\n\tTo provide the necessary administrative support to the Business Bankers and Relationship Managers to ensure that the clients\u2019 needs are met, thus facilitating the achievement of revenue targets
\n\tAvoid penalties and fee write-offs
\n\tProvide support to ensure reviews are completed timeously to avoid revenue loss<\/p>\n
Training<\/p>\n
\tKeeping abreast of Compliance (FICA) requirements
\n\tKnowledge of Banks processes and systems
\n\tUp to date knowledge of Business Banking products<\/p>\n
REQUIREMENTS<\/p>\n
\tQualifications: Matric Certificate in Banking, or Equivalent NQF 5
\n\tExperience: 2 years in an administrative or client service role, or 3 years in a sales and client service role in a financial institution<\/p>\n
Knowledge, Skills and Abilities Required<\/p>\n
\tGood understanding of technology
\n\tAbility to explain technical aspects to clients
\n\tStrong interpersonal skills
\n\tExcellent communication skills (written and verbal)
\n\tAbility to manage organizational change
\n\tExposure to MS Sharepoint
\n\tMicrosoft skills
\n\tTime management skills
\n\tOrganizational skills
\n\tProblem solving skills
\n\tNegotiation skills
\n\tAttention to detail
\n\tBusiness administration
\n\tClient orientation<\/p>\n
Apply via company website ( ) or<\/p>\n
bidvestbank.breezy.hr<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"http:\/\/bidvestbank.breezy.hr","_company_name":"Bidvest Bank","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[11],"job-types":[12],"class_list":["post-17453","job_listing","type-job_listing","status-expired","hentry","job_listing_region-gauteng","job-type-full-time"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/17453","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=17453"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=17453"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=17453"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}