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  • Client Service Officer at Stanbic IBTC

  • Posted on: 10 September, 2019 Deadline: Not Specified
  • View Jobs in Banking / Financial Services View All Jobs at Stanbic IBTC
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  • Stanbic IBTC Bank is a leading African banking group focused on emerging markets globally. It has been a mainstay of South Africa's financial system for 150 years, and now spans 16 countries across the African continent.

    Standard Bank is a firm believer in technical innovation, to help us guarantee exceptional client service and leading edge financial solutions. Our growing global success reflects our commitment to the latest solutions, the best people, and a uniquely flexible and vibrant working culture. To help us drive our success into the future, we are looking for resourceful individuals to join our dedicated team at our offices.stanbi

    Client Service Officer

     


    Job ID: 36477
    Location: Bayelsa
    Job Sector: Banking

    Job Purpose

    • To render frontline service support.

    Key Responsibilities/Accountabilities
    Control chequebooks:

    • Attend to telephonic queries regarding cheque books.

    Control Automated Teller Machine (ATM) cards:

    • Receive and handle ATM cards according to laid-down policies and procedures.
    • Ensure the ATM cards are locked away overnight.
    • Dispatch and receive ATM cards to/from away branches.
    • File ATM cards in received-date order.
    • Handle retained ATM cards according to laid-down procedures.
    • Perform daily balancing of ATM cards in conjunction with the Asset Custodian
    • Attend to all telephonic enquiries regarding ATM cards.

    Statements:

    • Issue off-cycle statements at customer’s instance and take charges as appropriate
    • Keep records of all source instructions from customers

    Reactive selling:

    • Identify cross-selling and migration opportunities and sell products/services reactively.
    • Participate in tactical sales/marketing activities as required.

    SIPML Management:

    • Attend to all pension enquiries
    • Processing of client withdrawal application.
    • Processing of client change of account information and signature
    • Processing of NSITF transfer.
    • Processing of deceased person benefit withdrawal.
    • Print statement of account and registration certificate for the client
    • Cross sale.
    • Render daily report on applicable platform.

    SIAML Management:

    • Attend to all Asset management enquiries
    • Processing of client subscription.
    • Processing of client redemption
    • Processing of client change of account information.
    • Processing of deceased person redemption
    • Print statement of account and registration certificate for the client
    • Dispatch all document to appropriate unit after execution
    • Cross sale.

    Preferred Qualification and Experience

    • A bachelor's degree in any related field
    • 0-2years banking experience, preferably interfacing with customers.
    • Strong relationship management background.
    • Experienced in upholding the highest levels of service.
    • Experience in completing credit applications successfully.

    Knowledge/Technical Skills/Expertise:

    • Relevant business/financial qualification
    • Interpret financial statements; assess sources of income and basic customer affordability calculations (debt to income ratio, loan to value ratio, instalment to income ratio, etc).
    • Demonstrate high levels of computer literacy - able to capture/update customer database, successfully complete product/lending applications, ensure credit maintenance, etc.

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