Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Job Description
ROLE OVERVIEW
- As a Senior Auditor, you will be responsible for assisting the internal audit function in assessing the effectiveness of internal controls, risk management processes, and governance frameworks within OM Bank. You will perform audits, support audit projects and help identify areas for improvement, ensuring the bank adheres to regulatory requirements and best practices.
KEY RESPONSIBILITIES
Delivery of Services
- Support the execution and delivery of the audit plan, ensuring that management requests are addressed within agreed timelines.
- Assist in the development and regular updates of the portfolio’s audit plan, including maintaining the audit universe and identifying emerging risks.
- Contribute to the Combined Assurance Plans for the portfolio, helping track progress and providing updates where necessary.
- Conduct audits in line with the Internal Audit (IA) methodology, ensuring quality and performance standards are consistently met.
- Assist in drafting audit reports that clearly present findings, management actions, and suggested due dates for follow-up.
- Support discussions with stakeholders to agree on audit findings and ratings, ensuring clarity and understanding.
- Help identify the root causes of issues discovered during audits and assist in recommending actions for improving controls.
- Participate in the integrated audit process, including working with IT and data analytics teams when necessary.
- Provide support in preparing updates and input for committee and Board reporting.
- Help ensure that the issues assurance plan is executed according to schedule and quality standards, assisting with follow-ups where needed.
- Able to perform reviews from various audit pillars (Financial, Risk and Regulatory)
- Contribute to continuous monitoring practices
Operations
- Comply with IIA Code of Ethics and IA Policies and Procedures.
ROLE REQUIREMENTS
Qualifications & Professional Affiliations
- Relevant University Degree and Professional Qualification.
- Quantitative degree, CISA and/or CIA advantageous.
Experience
- Minimum 3 to 5 years’ experience in auditing and / or risk management (ERM)
- Background in the financial services industry preferably retail banking
- Experience in providing assurance over Financial controls, Financial risk (including Credit risk, Liquidity risk, etc.), Non-financial risk and the regulatory landscape within a banking environment
Technical competencies:
- In-depth knowledge of financial controls, financial risk (including Credit risk, Liquidity risk, etc.), non-financial risk and the regulatory landscape within a banking environment
- High Level of Computer Literacy
- Internal Auditing Methodologies
- Business Process Analysis
- Risk Analysis and Control Assessment Techniques
- Analytical Tools
- Report writing
- Professional Ethics
- Business Acumen
- Internal Audit Management
- Critical Thinking
- Communication skills
- Improvement and Innovation
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- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
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Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
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ROLE OVERVIEW
- Operational execution specialist within the multi-disciplinary Payment, Card and Product Backoffice Team.
This includes operational support of payment streams:
- EFT (Bankserv, Bankserv Gateway and SAMOS)
- RTC (Bankserv, Bankserv Gateway and SAMOS)
- High Value Payments (SAMOS and SWIFT Gateway)
- AVS (Account verification services)
- Closed Loop Ecosystems
- Value Added Services
KEY RESULT AREAS
- Second line support to customer queries for payments
- Payments processing reconciliations
- Investigation and resolving of all unreconciled items
- Processing of all internal and external payments
- Payment remediations (investigate and resolve) on behalf of customers and/or on behalf of the bank
- Remediations (investigate and resolve) related to IT alerts and system exception drivers, including communicate any issues to the business
- Payment exceptions and disputes
- Provide insight for new enhancements with the aim of continuously improving and automating processes (incl. SOPs, UAT testing and post deployment checks)
- Operations reporting daily and monthly management reports
- Participation in all internal and external audit reviews
- Trouble shooting and incident management resolution
- Training support to first-line customer service team
- Ensure all operational processes and execution are compliant with industry regulations
ROLE REQUIREMENTS
Knowledge and Skills
- Computer literacy, Microsoft office: Outlook, PowerPoint, MSWord, MS Excel and MS Teams
- Financial and accounting knowledge – understanding basic financial accounting and financial principles
- Knowledge and experience of the payments industry, schemes and regulations and more specifically, the National Payment System (NPS)
Personal Attributes
- Independent self-starter who also works well in a team-environment
- Advanced written and verbal communication skills, able to translate payment concepts into general business concepts.
- Demonstrate Intense Customer/Seller Focus and Highest level of Integrity, Intellectual Honesty and Strong Work Ethic.
- Be Sharp, Analytical and thoughtful.
- High Attention to Detail and proven ability to manage multiple Competing priorities Simultaneously.
- Should be able to work in flexible environment and setup for hybrid working.
- Excellent written, oral communication and presentation skills and the ability to express thoughts logically. Demonstrated active listening skills, highly consultative and solutions oriented.
- Flexible and an ability to deal with ambiguity and continuous change
- Detailed and precision orientated to ensure financial processes are sufficiently robust and executed in line with compliance and risk requirements
Education and Experience
- Tertiary education in the form of a degree (NQF7 or above in financial, business, science or engineering)
- Minimum 3 years’ work experience in payments related roles
- A good understanding of the technology and commercials that support Payments
- Comprehensive knowledge of payment systems
- Working experience with Bankserv is an advantage
- Working experience with Salesforce CRM is an advantage
- The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.
- Provide resolution support to operational specialist support staff to assist in making judgment calls where risk assessment of situations is necessary.
Responsibilities
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Knowledge Management
- Implement policies and processes, collect best practices, write case studies, and deliver internal knowledge-sharing sessions to capture and share knowledge among colleagues on project/program outcomes and innovative practices and to support the practice.
Financial Risk Management
- Carry out the financial risk management process within a specific area or operation, maintaining alignment with risk tolerance policies.
Operational Compliance
- Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Document Preparation
- Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Regulatory and Compliance Management
- Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues. Advise more senior colleagues on more complex problems.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Operations Management
- Supervise others working within established operational systems.
Skills
- Action Planning, Analytical Thinking, Computer Literacy, Current State Assessment, Data Compilation, Data Interpretations, Data Management, Data Modeling, Digital Literacy, Document Management, Evaluating Information, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications
Competencies
- Collaborates
- Courage
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
Minimum Requirements
Qualifications, Skills and Experience:
- Matric or equivalent Recognition of Prior Learning 2 yrs+ experience as an administrator.
- Extensive lending and transactional banking product and process knowledge (multi skilled). Knowledge with FIC legislation
- AML Screening and vetting experience
Personal Effectiveness
- Accepts and lives the company values.
- Accountable for service delivery through own efforts.
- Collaborates effectively with others to achieve personal and business results.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
Documentation Processing
- Delivers on daily production standards.
- Action BAU work/attending to exceptional request based on business and goals
- Follows standardised processes and provides administrative support in line with normal business functioning.
- Provides an indirect service to customers and intermediaries.
- Attend to queries
- Responds to immediate administrative requirements within procedure.
- Uses standard administrative techniques to coordinate own work.
Due Diligence Functions
- Create/Improve SOPs inline with the required RMCP, legislation and OM Policies
- Updating documents as per business requirements
- Conducting Due Diligence for business Products/Services/Landlords/Vendors
- Multiskilling within the Due Diligence Team and Business
- Problem solving and attending to Team/Business Requirements
- Adhering to Managers/Team Leaders request in line with role and changes within in the team.
- This role provides immediate response to complex administrative requirements in accordance with SLA parameters, in a processing environment. The role is responsible for screening and vetting of individual customers, vendors, service providers, including the source documentations. The individually accountable for achieving results through own efforts.
- Action all screening exceptions on SUMMIT for individual customers for both Lending and Transactional Banking products.
- Action all screening, adverse media and vetting for Vendors and Service Providers
- Responsible to source documentation from Vendors and Service Providers for the purpose of vetting
- Performs simple, standard and enhance due diligence of customers, vendors and service providers
- Follows standardised processes and provides administrative support in line with normal business functioning.
- Delivers on daily production standards and adheres to service and quality standards.
- Provides an indirect service to customers and intermediates.
- Responds to immediate requirements within procedure.
- Uses standard administrative techniques to coordinate own work.
- Product and process knowledge in different areas may differ but basic skills remain the same.
- May act as mentor / resource to less experienced Administrators.
- Fully multi-skilled across products and processes.
- Acts as a support person and / or point of escalation for complex and difficult cases / clients.
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
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Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
- Communication, Customer Service, Financial Services Industry, Marketing, Sales
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
- Client Base, Communication, Marketing, Sales
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
- Communication, Financial Products, Industry Knowledge, Service Industries
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
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Job Description
- Successful execution of customer engagement campaign strategies. These campaigns include and are not limited to acquisition, cross and upsell, retention and engagement campaigns
- The successful candidate will be required to effectively demonstrate previous campaign experience that includes understanding campaign and data methodologies as well as metrics to measure campaign effectiveness.
- Needs to have a minimum experience of 2 years working with campaign and reporting tools. Advantageous is experience with JumpStart, Everlytics, Quicksite or equivalent.
- The candidate will have to have experience in being part of a fast-paced, high-pressure environment with quick turnaround times and collaboration in a cross functional team that includes but not limited to product, marketing, MIS, analytics, legal and compliance and the contact centre teams.
Responsibilities
- Managing a team of junior campaign support specialist
- Managing direct marketing campaigns, data administration and managing campaign calendar
- Contributes to the campaign planning across all direct marketing channels including and not limited to data and target audience selections, quality checks, testing and campaign signoff
- Regular measurement of campaign performance and ad hock reporting including post campaigns analysis and insights
- Liaising with MIS on reporting as well as the Analytical and Reporting team for logs and troubleshooting and/or further analytics and campaign development
- Liaising with the marketing team on the administrating of direct marketing content, creative design, development, refresh, briefing and execution for email, SMS, push notification, voice, WhatsApp and/or other channels
- Responsible for maintaining data integrity
- Promotes and adheres to legal and compliance as per industry requirements
- Identifies, builds mutually beneficial relationships
- Managing and monitoring budget
Skills
- Target and deadline driven
- Self-manage and proactive
- Attention to detail
- Creative thinking and problem solving
- Budget awareness and good business sense
Minimum Requirements
- Grade 12
- Relevant tertiary qualification and/or certificates (i.e. online learning)
- 2 - 3 years campaign management and support essential
- Knowledge and understanding of campaigns and reporting tools
- Proficient in Excel
- HTML advantageous
- SQL advantageous
- Implements all through-the-line marketing activities. Implements marketing plans for selected market segments. Provides a consulting function, serving as a resource and concept generator to the marketing managers in order to implement the marketing strategy and plan developed by the seniors.
Responsibilities
Brand Positioning
- Ensure the application of brand guidelines and brand templates and inform the organization on the importance of brand alignment and positioning.
Sales Promotion
- Develop and implement standard sales promotion programs to boost sales and customer loyalty, following the guidelines.
Marketing Communications
- Contribute to the development and delivery of marketing communications campaigns across all media to support the business plan and increase sales.
Events Planning and Delivery
- Plan and deliver smaller events to ensure that the events are produced according to schedule, within budget, and meet all deadlines, and work closely with, and coordinate activities of, all other parties involved in the design, development, sales, marketing, and delivery of the events.
Content Creation
- Collate and summarize information for use in developing content and write first drafts of straightforward content for print or websites.
Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Project Management
- Support others by carrying out a range of project management activities.
Multiagency Work
- Communicate and coordinate with other professional teams (including some that are over organizational boundaries) to ensure service users experience cohesive and seamless support to meet their needs.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Adaptability, Brand Development, Building Trust, Calendar Coordination, Campaign Management, Commercial Acumen, Customer Service, Data Compilation, Legal Practices, Management Reporting, Oral Communications, Project Schedule Management, Sales Closing Techniques, Sales Coordination
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
- Plans and Aligns
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
Method of Application
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