MAIN FUNCTIONS OF THE JOB
Administration
- Assists the Relationship consultant in servicing existing clients and onboarding new clients
- Completes application, completes documentation, activates debit card, Electronic Banking services as per client’s request.
- Monitors and Drives progress of outstanding documentation.
- Checks and reports all transactional activity on Corporate and Business Accounts opened.
- Attends to client’s Electronic Banking requests such as Statements, Banking letters etc.
- Manages and ensures that administrative functions are carried out efficiently.
- Prepares applications and documentation in terms of procedural guidelines and full compliance of the Banks requirements.
- Updating information on the Computer System as and when required.
- Prepares Welcome Packs for clients.
- Captures and updates information on IMAL for customer creation and maintenance
- Prints the completed application forms together with the terms of conditions and Electronic Banking Requirements.
- Attends to all administrative issues required in terms of the Banks policies for all approved deals.
- Provides the Relationship consultant with business activity schedules timeously.
- Assists in the completion of annual EDD requirements
- Assists with training and assisting clients with internet banking
- Assist in sourcing new business
- Annual completion of ODD
- Annual completion of EDD
- Onboarding of new clients via internet banking and mobile app.
- Monitoring of Dormant accounts
- Compiling of execs pack
- Assisting with memos, additional tasks and projects
- Updating and completing SharePoint reports
NOTE
Al Baraka Bank is an Equal Opportunity Employer. Applicants from the previously disadvantaged groups and people with disabilities will be given preference.
