To provide administrative services to clients by attending to transactional, lending and investment needs to achieve the company strategic focus to become a client-centric bank.

Key Duties
Build relationships with clients to gain understanding of their needs by providing service in line with the company’s standards
Collaborate with internal customers by building relationships to improve customer service delivery and productivity
Compile client information by complying with standards, policies and procedures prior to submission to Operations for vetting
Monitor internal processes by reporting on the effectiveness thereof. Provide feedback to internal stakeholders by meeting internal Service Level Agreements requirements
Utilize resources by adhering to company policies; procedures and standards
Manage risk by protecting client confidentiality through compliance with Protection of Personal Information Act
Contribute to a culture conducive to the achievement of transformation goals by participating in the company’s Culture building initiatives (e.g. staff surveys etc)
Participate and support corporate social responsibility initiatives for the achievement of business strategy
Identify opportunities to improve or enhance processes by identifying and recommending improvements to tools, policies and procedures to add value to the company
Add value to the company by identifying opportunities to improve or enhance processes through identifying and recommending improvements and supporting implementation of tools, policies and procedures
Keep abreast of legislation and other industry changes that impact on role by reading the relevant newsletters, websites and attending sessions
Understand and embrace the company Vision and Values by demonstrating the values through interaction with team and stakeholders.
Ensure that own contribution and participation contributes to the achievement of team goals
Create and manage own career through guidance and support of management; department and colleagues
Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced and certifications obtained and/or maintained within specified time frames
Ensure knowledge management, continuity and team success through constructive participation in a diverse team and sharing knowledge with team
Manage client interest claims by attending to client instructions according to timeframes and standards set out in policies and procedures
Manage risk by following authentication process and complying with regulatory standards
Manage client communication by providing information to minimize cost according to banking regulatory and legislative requirements
Build relationships with clients to gain understanding of their needs by providing service in line with the company standards
Ensure knowledge management, continuity and team success through constructive participation in a diverse team and sharing knowledge with team

Essential Qualifications
Matric / Grade 12 / National Senior Certificate

Preferred Qualification
Certificate: Banking

Minimum Experience
2-3 years experience in a client relationship role in financial industry
Must have Ultra High Net Worth (UHNW) experience in servicing clients

Type of Exposure
Working with a group to identify alternative solutions to a problem
Capturing data
Completing various administrative and secretarial duties (e.g. answering phones, making copies, filing)
Checking accuracy of reports and records
Communicating internally
Drafting reports

Technical / Professional Knowledge
Microsoft Office
Administrative procedures and systems
Data analysis
Business writing skills
Relevant regulatory knowledge

Key Competencies
Building Customer Loyalty
Initiating Action
Applied Learning
Communication
Technical/Professional Knowledge and Skills
Managing Work