Client Service Assistant (RB7) - CPW - Swakopmund
Listing reference: capbw_003431
Listing status: Online
Apply by: 21 October 2026
Position summary
Industry: Banking
Job category: Banking, Finance, Insurance. Stockbroking
Location: Swakopmund
Contract: Permanent
EE position: No
Introduction
This position provides client service support to Private Bank’s clients and assists with administrative support in the day-to-day operations of the department. Solve basic technical problems and provide support for all assigned areas. Ensures that customer value is maintained to the standards set forth by the Bank.
Job description
KEY PERFORMANCE AREAS
- CUSTOMER SERVICE
- Provide professional customer service and provide correct information to Private Bankers.
- Update customer data and produce activity reports.
- Utilize excellent customer service skills and exceed customers’ expectations.
- Ensure proper recording, documentation and closure.
- Recommended procedure modifications or improvements.
- Preserve and grow your knowledge of help desk procedures, products and services.
- Track and analyze the performance based on customer segmentation perspective.
- Ensures attention to detail to carry out clerical, computing, administrative and record keeping tasks efficiently.
- Undertaking administration and other office duties as may assigned from time to time by the supervisor
- Manage diary items in accordance with prescript procedures and requirements.
- Compile and prepare all client related administration documents and ensure that instructions are correct and carried out stipulated.
- Ensure documents are received and system entries are correctly completed when opening accounts.
- Closing / transferring accounts to other branches
2. GENERAL DUTIES
- Willing to perform any other reasonable and lawful duties assigned by the management.
3. COMPETENCIES
- Working with People
- Adhering to principles & values
- Problem solving and analytic
- Planning and Organising
- Delivering Results and Meeting Customer Expectations
- Following Instructions and Procedures
- Achieving Personal Work Goals and Objectives
- Insight and understanding
- Ability to work under pressure
- Quality conscious
- Friendliness
- Good communication skills
- Interpersonal sensitivity
- Teamwork
- Reliability
- Assertive
- Planning and organizing skills
- Resilience
Minimum requirements
1.QUALIFICATIONS
- Grade 12 certificate
- Diploma in Banking
2. EXPERIENCE / KNOWLEDGE / SKILLS
- Minimum 2 year working experience in a similar environment
- Good knowledge about bank's policies and administration procedures
- Excellent knowledge of the products, services, systems and processing activities
- Excellent interpersonal relationship skills
- Good communication skills
- Self-confidence and excellent interpersonal skills
- Computer literate (Word, Excel and PowerPoint)
- Strong Analytical Skills
- Team player skills
