Branch Consultant

Bidvest Bank

Company :  Bidvest Bank
Location :  Somerset West, Western Cape, South Africa
Job Type :  Full-time
Job Status :  Permanent
To provide excellent customer service to clients by processing transactions and managing any differences immediately with the Supervisor Ensure that the correct rates are quoted and discounts discussed with the Supervisor To manage cash effectively through ensuring that all processes are followed in terms of excess foreign notes, cheques and banking excess cash within specified limits daily Process Moneygram transactions and ensure that all documentation is complete To consciously operate within the budget, managing and controlling expenses
Duties and Responsibilities Ensuring excellent customer service levels and quality to customers to ensure the retention of the client and a long term working relationship Correctly interpreting the clients’ needs to provide relevant timeous solutions with limited errors, cross sell products all products at every opportunity Continuous face to face and telephonic interaction with clients in order to solve and proactively address their needs Responding speedily and correctly to stakeholder and customer queries and complaints. Following up and facilitating customer transactions, dealing with necessary stakeholders to expedite the process Process Moneygram transactions successfully and ensure all documentation is in place Buy / Sell all Foreign Exchange promptly and accurately, ensuring all documentation is completed correctly Assist the client with the necessary systems / processes to deal with the Bank in the most efficient way Update and manage all client interactions on the relevant system Update all registers and documentation daily Order cash proactively before cut offs and assist with deliveries where necessary Working according to laid down policy and procedure to ensure that all necessary documents are in place and clients information and transactions are correct Successful relationship building with relevant departments in order to achieve clients’ needs Manage cash making sure limits in draws and safe are adhered to Load Omnibus transactions daily Follow up with all parties to ensure that queries and outstanding payments are resolved immediately and escalate to Supervisor if necessary Contribution to teamwork ensuring accountability, delivery, sharing information and effectiveness of the area Keeping abreast of Compliance (FICA) requirements Knowledge of Banking products and systems Anti Money laundering training
Skills, Experience and Education Grade 12 Certificate in Banking 1-2 years’ foreign exchange and banking experience Service Orientation Customer Orientation Problem Solving Professionalism Interpersonal skills Results focused
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