1.    Strategic Alignment
•    Sale of all Forex related products to walk-in-customers as well as identifying cross selling opportunities for                      additional banking products or services (referrals).
•    Responsible for developing an intimate understanding and knowledge of the clients requirements to ensure that            the Bank meet the needs of the Client while 
•    Ensure that all customer applications are attended to timeously and in line with the Currency and Exchange Manual        / FIC and Bank Policies and Procedures
•    Ensure that the initial BOPCUS validation process are done correctly and in line with the BOPCUS manuals. 
•    Responsible for identifying barriers to business development that emanate from sales and service delivery dissatisfaction, and     refer to Supervisor with suggestions on how to address these issues.
•    Ensure that all complaints and queries either from internal or external clients relating to pending transactions are promptly     dealt with.
•    Assist Supervisor with research and implementation of improved processes and procedures within Treasury, International Operations     and other relevant areas of the bank to ensure optimum customer experience.

 

2.    Business Acumen and Market Understanding
•    In-depth knowledge of IBS products, as well as Regulatory and Compliance requirements in order to accurately advise clients and     ensure both the client and the bank fully comply with all laws and Regulations e.g. AML, Exchange Control and BON Determinations;
•    In-depth knowledge of the Banks systems e.g Phoenix, Kwathela, SAP, SWIFT 
•    Contribute towards the innovation and utilization of technology systems to enhance the operation of the department;
•    Awareness of competitor’s activities and clients ‘requirements and ensuring that this knowledge is effectively used and     communicated to ensure the Bank meet the needs of the clients and is in line with best market practice.
•    Awareness of market conditions and other potential changes which may affect the Bank or clients business

 

3.    Risk Management and Compliance
•    Ensure adherence to all local and international Regulatory requirements including BoN Determinations, AML and Exchange control     requirements;
•    Ensure adherence to all strategies, policies, plans and limits relevant to the bank, specifically regulatory, liquidity and market     risk;
•    Identify and Report on all risks in accordance with Policies and guidelines;
•    Ensure mandates and other documents are in place with all clients as required to mitigate risk and increase capacity to trade; and
•    Contribute towards addressing and correcting all internal Audit and Bon assessment findings within given deadlines.

 

4.    Client and Stakeholder Engagement, Service Delivery
•    Establish and nurture existing or previous client relationships to retain and attract new business.
•    Keep abreast with current events, changing trends, business drivers, best practices and legislative requirements within the     industry to proactively identify any possible impact to existing systems and processes to enable the division to realign its     operations in an effective and timely manner with the minimum impact on service standards.
•    Attend to all customer queries and complaints within reasonable time and in line with internal policies.
•    Provide feedback regarding customer concerns to specific product features, pricing, and new product development needs.
•    Monitor and report on customer requirements for solutions delivery with regards to the entire foreign exchange products range as     well as optimising customer service standards 
•    Develop supportive relationships across all functional levels in an effort to develop a credible and relevant network
•    Provide support to IBS and other related departments to ensure highest level of service across the Bank.

 

5.    Processes, Systems and Functional
•    Ensure processes and procedures are reviewed regularly in collaboration with Supervisor; 
•    Supporting branches, clients, other relevant departments with regards to the Banks processes and procedures
•    Ensure the transfer of skills and effective training of all relevant staff
•    Continuously look for methods and ways to simplify workflows and maximize productivity and offer suggestions to Management
•    Ensure all applications for foreign exchange transfers are submitted for scrutiny and validation to ensure compliance with EXCON,     FIA, FIC, BOPCUS and any other regulatory requirements.

 

6.    Financial Management
•    Sustainable increase in profitable growth i.e. contributing towards total foreign exchange income;
•    Growth through increase in new business and from existing clients and referrals;
•    Assist International Operations with efforts to reduce revenue leakage through correct pricing and by proving complete     applications
•    Communicate and share any leads obtained from the client with relevant departments and Branches who may be able to further add     value to the client or benefit from the input

7.    People Management
•    Responsible for own career development by attending relevant course and training
•    Remain up to date with Treasury, IBS and other banking products to facilitate cross-selling
•    Remain up to date with changes in the Treasury, IBS and entire banking environment
•    Provide training and support for IBS staff and other relevant departments
•    Ensure adequate staffing and skill levels and up skilling of succession staff as required; 
•    Regular performance discussions with Supervisor  
•    Implementation and management of the 5 C’s performance development contract.

 

8.    General
•    Maintains and nurture sound relationships with all stakeholders within the bank and other entities within CIH group to facilitate     cross-selling opportunities, knowledge sharing and identification of business opportunities.
•    Must be prepared to perform any other reasonable and lawful instruction or task as instructed by Line Manager, Head of Sales,     Chief Treasurer or EMT member, ensuring it is carried out on time and correctly.
•    Assist Branches and other departments offering FX services and support as and when required.

 

9.    Competencies: 
         9.1 Core
•    Relating and Networking
•    Excellent persuasion and negotiation skills
•    Learning & Researching
•    Delivering Results and Meeting Customer Expectations
•    Excellent inter-personal and customer relations skills
•    Exceptional Planning and organizing skills
•    Sound time management skills 
•    Strong verbal and written communication skills, both internally and externally to the firm
•    High level of numeracy and analytical skills as well as problem solving skills

 

        9.2 Necessary 
•    Resilience
•    Drive
•    Flexible
•    Resourceful
•    Observant
•    Time Management
•    Integrity
•    Responsible 
•    Self-motivated and self-driven
•    Work well under pressure
•    Trustworthy
•    Committed
•    Customer focus
•    Loyalty 
•    Reliability
•    Assertive