Consultant Service-Standard Bank

Job Purpose

To meet and exceed customers’ expectations by providing them with the appropriate and efficient branch service.
To ensure efficient and effective product/service transactions.
To identify and act on cross selling opportunities when dealing with customers.
To maintain a high level of integrity and ethical standards.

Key Responsibilities/Accountabilities

Customer Service

Complete all compliance training within laid down timelines.
Attends to MasterCard and Automated Teller Machine (ATM) queries and duties according to laid-down policies and procedures as stipulated in the Group Reference Guide (GRG).
Issues Automated Teller Machine (ATM) cards and Personal Identification Number (PIN) codes.

Attends to linking/de-linking of accounts to ATM and MasterCard card for walk in customers.
Orders Replacement credit cards form the Card Division and advise the customer of the turnaround times pertaining to the delivery of these cards.
Increases/decreases limits on MasterCard card as requested by customers.
Loads card transactional limits and beneficiaries to cards for Electronic Account Payments (EAP).
Attends Stop payments and Stop orders according to laid down processes and procedures as stipulated in GRG by processing Stop payment and Stop order instructions and completing payment disputed debit order forms for customers.
Marks cheques Good for Funds/Bank Cheques according to laid down policies and procedures as stipulated in GRG.(If applicable)

Risk and Compliance Management

Completes disclosure to the customers in terms of accreditation, service fees, and commission.
Ensures proper record keeping in terms of the Financial Advisory and Intermediary Services (FAIS) and Financial Intelligence Centre Act requirements.
Ensures that all the required controls are in place to minimise the risks associated with processes performed in the service consulting area.
Deals with all walk in customer fraud claims and queries.
Fax / Email Legal documents received to Group Legal: Legal Advisory Services (LAS) for validation and approval to action.
Responsible for actioning LAS feedback (e.g. stopping of account, retrieving statements /logging request to OSS etc.)
Routine
Attends to all other interviews pertaining to customers request for additional services or advice.
Attends to walk-in customer queries for both the Middle and SE Markets.
Attends to pricing queries on transactional accounts.
Attends to conversion of pricing options.
Attends to overdraft queries.
Attends to signing authority arrangements.
Attends to requests for Statements on Transaction accounts.
Assists customers with funeral plan claims.

Preferred Qualification and Experience

Matric.
You must complete one of the Qualifications listed on the FSB recognised list within the allocated time.
You must complete the RE 5 examination within the allocated time
2 – 3 years’ branch banking experience with exposure to customer service.
Must have relevant intermediary experience in respect of the FAIS product subcategories applicable to this role.
Must have Enquiries and sales experience
Enquiries

Knowledge/Technical Skills/Expertise
Specialist


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Job id : , #69281, 255 views,

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