Investment Administrator urgently wanted: APPLY NOW

0

Investment Administrator urgently wanted: APPLY NOW

Primary purpose

The role of the Investments and Deposits Department is to facilitate and manage Bidvest Bank Investment Call and Notice Accounts, Fixed Deposits, internal account/GL transfers for clients, branches and Bidvest Bank business units and Estate Late requests.

The Primary Role of the Investment Administrator is to administrate and manage instructions received for existing Investment Accounts.

The Secondary Role is standard capturing of internal departmental processing in absence of staff members (Adhoc).

Financial Managagement

All processing is actioned with no loss to the bank.
Instructions are confirmed to be accurate and within operational parameters.
Accurate processing with zero or minimal defects.
All necessary steps are taken to retain valuable customers and relationships.
Information provided to internal business units and customers are accurate.
Company expenditure is kept at a minimum.
Personal expenditure remains within budget parameters.
Stakeholder management

Levels and quality of service delivery as experienced by internal and external stakeholders.
Responsiveness: Speed of responses, reaction time, going the extra mile and turnaround time.
Value of advice to customers and stakeholders.
Communicates with business units and customers in a professional manner.
Interprets internal business units and customer requirements to provide timeous solutions.
Internal business units and customers are educated with respect to bank expectations towards Individual Investment products.
All customer information and requests are verified before communication and kept confidential.

Operational Management

Manage and clear ONBASE WF – Notice of Withdrawals and WF – Fixed Deposit Maturity
Identify and validate new Notice of Withdrawal documents scanned to ONBASE.
Allocate early withdrawal requests to New Fixed Deposits and Notice Account Administrator.
Allocate early maturity request to Maturing Fixed Deposits Administrator.
Identify and validate Maturing Fixed Deposit Instruction documents scanned to ONBASE and file them in the Maturing Fixed Deposits File.
Notify branches with any document discrepancy submitted (e.g. signature does not match, outdated Notice of Withdrawal form) and log bank error cases.
Ensure all ONBASE queues are cleared by end of business day. Notes are made on reporting for any outstanding entries on the ONBASE queue.
Manage and close CRM cases with new Notice of Withdrawal and Maturing Fixed Deposit instructions.
Identify and validate new Notice of Withdrawal instructions received on CRM.
Allocate early withdrawal requests to New Fixed Deposits and Notice Account Administrator.
Allocate early maturity request to Maturing Fixed Deposits Administrator.
Identify and validate Maturing Fixed Deposit Instruction documents received on CRM and file them in the Maturing Fixed Deposits File.
Notify customers with any document discrepancy submitted (e.g. signature does not match, outdated Notice of Withdrawal form).
Identify and capture new Notice requests.
Identify and validate new Notice of Withdrawal instructions received on the ONBAS or CRM queues.
Capture new notice on CRM Bidvest Products.
File Notice document in Maturing Notices file/s.
Update maturing notices as complete/cancelled/amended.
Assign early withdrawal requests for Notice Accounts to ZAR Payments Team (EFT).
Assign maturing notice requests for Notice Accounts to ZAR Payments Team (EFT).
Daily Reporting.
Manage daily Notice of Withdrawal Fees report.
Manage daily Fixed Deposit Clients without CCAM records report.
Branch Document Rejections.
Log bank error cases on CRM against branches/internal business units that do not follow procedure.
Notify branches/internal business on errors and advise on correct requirements.

Job Type: Full-time

Experience:

retail banking: 3 years (Preferred)
NQF 5 Banking: 1 year (Preferred)
certificate in Payments (PASA): 1 year (Preferred)

Apply Now

Source: Indeed

Previous articleReceptionist / Admin clerk wanted immediately: APPLY HERE
Next articleSales Representative wanted immediately: APPLY HERE