Transactional Banking Administration Assistant ( Al Baraka Bank)
Job Description
- Assist the Relationship consultant in servicing existing clients and onboarding new clients.
- Complete application, documentation, activate debit card, and Electronic Banking services per client's request.
- Monitor and drive progress of outstanding documentation.
- Check and report all transactional activity on Corporate and Business Accounts opened.
- Attend to client's Electronic Banking requests such as Statements, Banking letters etc.
- Manage and ensure that administrative functions are carried out efficiently.
- Prepare applications and documentation in terms of procedural guidelines and full compliance with the bank's requirements.
- Update information on the computer system as and when required.
- Prepare Welcome Packs for clients.
- Capture and update information on IMAL for customer creation and maintenance.
- Print completed application forms together with the terms & conditions and Electronic Banking Requirements.
- Attend to all administrative issues required in terms of the bank's policies for all approved deals.
- Provide the Relationship consultant with business activity schedules timely.
- Assist in completion of annual EDD requirements.
- Assist with training and assisting clients with internet banking.
- Assist in sourcing new business.
- Annual completion of ODD.
- Annual completion of EDD.
- Onboarding of new clients via internet banking and mobile app.
- Monitoring of Dormant accounts.
- Compiling execs pack.
- Assisting with memos, additional tasks and projects.
- Updating and completing SharePoint reports.
Qualifications
- Matric.
- BCom Finance or Accounting Degree or related Degree or studying towards would be an advantage.
Preferred Experience
- A minimum of 1-2 years experience within the banking industry.
Knowledge
- Banking system.
- MS Office.
Equal Opportunity Employer
Al Baraka Bank is an Equal Opportunity Employer. Applicants from the previously disadvantaged groups and people with disabilities will be given preference.
About This Role
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