Please login/register to apply for this job.
28 Feb 2022

Full-Time Sales Support Front Office (Welkom)

Sheila Free state

Job Description

Bring your possibility to life! Define your career with us

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

Provide sales support to Private Bankers by acting as the conduit between Private Bankers, Credit Operations, product houses and operational environments and perform all activities required to prepare, finalize and fulfill clients’ application requests received from the Private Bankers.

Job Description

Provide sales support to Private Bankers by acting as the conduit between Private Bankers, Credit Operations, product houses and operational environments and perform all activities required to prepare, finalize and fulfill clients’ application requests received from the Private Bankers.

Key Accountabilities:

Portfolio Support

Log compliments and complaints on Customer1 (including Fraud incidents)
Remediate faulty securities
Remediate outstanding KAMLS and manage FICA listings on existing portfolio
Finalize outstanding HOC within own portfolio
Facilitate temporary resident approvals and completion of any requests to finalize the transactions
Attend to PEPs and high risk customer accounts managed in line with Credit Lending and compliance principles
Maintain continuous feedback to Private bankers on a minimum daily basis on all outstanding/pending matters
Deal with inbound calls with regard to all enquiries via telephone/fax/email
Assist with client requests including AVAF, Home loans, and Credit Card and follow up as necessary
Perform 2nd tier quality checking for documents to be sent to Customer Middle Office
Obtain client documents for walk-in clients and Private Bankers visits
Forward requests to GBP and maintain benchmark norms
Attend to Walk In clients and fully support Bankers in taking full ownership of all NON-SALE activity
Manage Queries sent to Private Assist and ensure resolution and attend to all out of scope queries

Portfolio Analytics and sales

Prepare client interview pack as per agenda set by Banker for meeting
Monitor client portfolio activity as per daily, weekly and monthly reports
Identify opportunities for up- sell and cross- sell of products (within regulatory compliance) and refer to Banker via LRS
Assist in facilitating and promoting Sales and other campaigns (internal and National) in customer interaction
Analyze documentation to ensure adherence to Client Value Proposition and product offering Interact with internal stakeholders for holistic solutioning of clients’ needs and manage internal stakeholders in terms of the Service Level Agreements
Conduct pre credit assessment and Post Sales Reviews to ensure effective end to end finalization of all related transactions
Ensure maintenance and updating of LRS system
Assist with client contact plan as per business processes (i.e. contact clients as specified by the relevant Bankers)
Conduct a welcome call to clients post on-boarding and where business is fulfilled (i.e. new AVAF account opened) (Update Card as proof of call)

Credit Decisions and Risk Monitoring

Draw client enquiries and obtain any outstanding information
Finalize credit and financial checks in line with the requisite norms and standards
Support the bankers in overall monitoring of the portfolio from a risk perspective
Monitor referral listings daily and liaise with bankers to finalize
Conduct portfolio reviews on lending products
Ensure optimal pricing on clients’ accounts for best non-interest revenue (and identify opportunities for new business)
Submit applications to Credit for informed decisions within agreed SLA’s
Ensure that external home insurance vetting is managed within business processes and practice notes guidelines

Suite Administration

Provide weekly feedback to the management team on quality and SLA adherence {(Stakeholder SLA Management and Productivity SLA management (turnaround times)}
Perform Back Office Teller processing including processing of journals
Participate in Basel reporting and related administration
Provide support in respect of opening and closing procedures if required
Act in the role of OHS (First Aid, Fire Marshall etc.) if required
Action ad hoc requests within the scope of the function to “make the lives of our internal and external customers easier”

Personal Development

Continuously upskill oneself on Products, system enhancements, compliance and/or regulatory requirements in order to adhere to the required quality standards to provide a world –class service
Keep abreast of updates (circulars, bulletins and manuals) as well as policies and procedures within the Private Banking environment, on a daily basis
Develop knowledge and skills identified in the Performance Development (PD) Plan as required

Competencies:

Values Driven
Digitally Empowered
Customer Obsessed
Exceptional Team Player
Creative Problem Solving
Drives Results
Pan African Citizen

Minimum requirements:

NQF level 5 qualification or equivalent in Banking e.g. Certificate or Diploma in Banking
Three (3) years general banking and/or credit experience within a financial institution
Two (2) years’ experience in customer services environment i.e. client interaction and direct exposure in relationship management and portfolio management i.e. sales support background
Preference will be given to South African Citizens and Permanent residents of South Africa in possession of proof of permanent resident status

General

The appointment will be made in line with the Divisional Employment Equity strategy
There will be no referral payment plan with this requisition

Education

Higher Diplomas: Business, Commerce and Management Studies (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised

How to Apply

Check out this job from Absa Group https://www.linkedin.com/jobs/view/2932859648/

Job Categories: WordPress. Job Types: Full-Time. Job Tags: Sales Support Front Office (Welkom).

Job expires in 82 years.

30 total views, 1 today

Apply for this Job

Leave a Reply

Your email address will not be published.