Enquiry Clerk (RB3) - Aranos Branch
Listing reference: capbw_001562
Listing status: Under Review
Apply by: 14 May 2024
Position summary
Industry: Banking
Job category: Other: Banking, Finance, Insurance, Stockbroking
Location: Aranos
Contract: Permanent
Remuneration: Market Related
EE position: No
Introduction
To ensure that client enquiries and complaints are handled in a professional and efficient manner. Assisting and advising more junior enquiry clerk’ s and assistant’ s to carry out daily tasks in such a manner that customer service is promoted.
Job description
Key Performance Areas (KPAs)
1. CUSTOMER FOCUS
- Responsible for attending to clients, dealing with enquiries, providing correct information and for referring clients.
- Ensuring that more junior enquiry clerk’s are handling customer enquiries and complaints in a professional and efficient manner.
- Responsible for keeping up to date with the Bank’s products and services.
1.2 NEATNESS OF BANKING HALL AND STATIONERY AVAILABILITY
- Responsible for ensuring that adequate stationery and promotional material is available in the division for client purposes and that the workstation and the Banking hall are always neat.
2. ADMINISTRATION
- Responsible for ensuring that the directives with the processing of a request for a new card, the receiving of cards and pins, handing over of cards, client problems with cards, the handling of retained cards, were adhered to.
- Responsible for loading of Card / ATM / POS limits and amendments thereof.
- Responsible for overseas card referrals.
- Ensure that correct card and pin balancing takes place every week.
CHEQUE BOOK CONTROL
Responsible for ensuring that the ordering, receiving, controlling and handing over of cheque books were done according to the directives.
UPDATING OF DEPOSIT BOOK REGISTER
Responsible for ensuring that the register is up to date and balanced with regards to the receiving and issuing of deposit books.
CARRYING OUT CLIENT INSTRUCTIONS
Responsible for ensuring that instructions from clients in respect of for example the following are carried out on time:
Stop orders
Stop payments
E-Pac
Changes of name and address
Cheque, savings and credit card references
Provision of account statements to customers
ATM claims and disputes
DAILY REPORTS
Data capturing errors and warnings are timeously and correctly addressed and rectified.
3. SALES FOCUS
Marketing (Identify selling opportunities and refer such opportunities and leads to correct person or department involved).
4. OTHER DUTIES
Must be prepared/willing to do any other reasonable and lawful instruction/task.
Core Competencies:
• Customer focus
• Quality conscious
• Friendliness
• Observant
• Communicating orally
• Interpersonal Sensitivity
• Teamwork
• Reliability
• Assertive
• Planning and organising skills
• Resilience
Minimum requirements
Experience/Knowledge & Skills
• Knowledge of the system and processing activities
• Professional image and grooming
• Self-confidence and interpersonal skills
• 1 Years general banking experience
• Evaluating skills
• Product knowledge
• Good knowledge of bank’ s procedure manuals
• Computer literate (knowledge of Word, Excel)
QUALIFICATION
• Grade 12
• A post matric qualification will be an advantage
