KPA (KEY PERFORMANCE AREAS

KEY RESPONSIBILITIES

Administration of Estates

• Execution of Estates in line with the Bank’s policies and procedures, relevant acts as well as the regulations of the Estates
• Interpretation and application of the relevant legislation applicable.
• Attend to litigation process relating to court case
• Adhere to Turn Around Times as per the Trust and Estate process and procedure manuals
• Ensure that data is captured and updated on the relevant systems
• Monthly report to Assistant Manager on estates regarding status of estate
• Administration of estate portfolio up to 65 estates
• Ensure correct data captured on Liquidation and Distribution accounts
• Ensure correct data captured on Legal Ease

Financial Management

• Ensure that fees are recovered according to set targets
• Ensure no losses are incurred
• Ensure correct data captured on cash reconciliations and fee slips

Customer Service

·         Ensure that internal and external customers are assisted in a professional manner, provided with accurate information about the Bank’s and the department’s products and services and correctly referred

·         Monthly feedback to beneficiaries and brokers regarding the status of estates

·         Ahere to 24 hours turnaround time for queries and e-mails

·         Adhere to commitments made to clients

Sales/Growth

• Responsible for identifying selling/cross-selling opportunities related to estates and refer such opportunities and leads to the correct person, department or branch involved

·         Participating in sales campaigns related to the unit

• Responsible for sales and cross selling  as per target for unit

Risk Management

·         Effective Risk management by following to the correct policies, procedures and processes

    General

·         Any other reasonable and lawful instruction as given to the Assistant Manager by the Manager Trust and Estates