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Saturday, 12 January 2019

Client Service Job at Stanbic IBTC Bank

Job Purpose
To render frontline service support
Key Responsibilities/Accountabilities
Control chequebooks.
Attend to telephonic queries regarding cheque books.
Control Automated Teller Machine (ATM) cards
Receive and handle ATM cards according to laid-down policies and procedures.
Ensure the ATM cards are locked away overnight.
Dispatch and receive ATM cards to/from away branches.
File ATM cards in received-date order.
Handle retained ATM cards according to laid-down procedures.
Perform daily balancing of ATM cards in conjunction with the Asset Custodian
Attend to all telephonic enquiries regarding ATM cards.
Issue off-cycle statements at customer’s instance and take charges as appropriate
Keep records of all source instructions from customers
Reactive selling
Identify cross-selling and migration opportunities and sell products/services reactively.
Participate in tactical sales/marketing activities as required.
SIPML Management
Attend to all pension enquiries
Processing of client withdrawal application.
Processing of client change of account information and signature
Processing of NSITF transfer.
Processing of deceased person benefit withdrawal.
Print statement of account and registration certificate for the client
Cross sale.
Render daily report on applicable platform.
SIAML Management
Attend to all Asset management enquiries
Processing of client subscription.
Processing of client redemption
Processing of client change of account information.
Processing of deceased person redemption
Print statement of account and registration certificate for the client
Dispatch all document to appropriate unit after execution
Cross sale
Preferred Qualification and Experience
A bachelor’s degree in any related field
0-2years banking experience, preferably interfacing with customers.
Strong relationship management background.
Experienced in upholding the highest levels of service.
Experience in completing credit applications successfully.
Knowledge/Technical Skills/Expertise
Relevant business/financial qualification
Interpret financial statements; assess sources of income and basic customer affordability calculations (debt to income ratio, loan to value ratio, instalment to income ratio, etc).
Demonstrate high levels of computer literacy – able to capture/update customer database, successfully complete product/lending applications, ensure credit maintenance,


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