Jobs at Al Baraka Bank South Africa

MAIN FUNCTIONS OF THE JOB

Finance Administration

• Prepares Finance advances submissions in terms of procedural guidelines and full compliance with the Banks requirements.
• Finalises approved deals by following the Banks procedural guideline.
• Undertakes for invoicing and recovery of all fees due to the Bank.
• Interacts pro-actively with other departments in order to manage workflow.
• Updating deals on Computer system as and when required.
• Attends to all administrative issues required in terms of the Banks policies for all approved deals and interacts with clients to obtain signatures post approval of the finance of a deal.
• Ensures that all required information from clients are obtained timeously.
• Facilitation of signing legal agreements at the convenience of the client.
• Ensures clients are kept in the loop of every stage of their finance transaction and proactively ensure that the process is followed.

 Sales and Marketing

• Ensures finance Sales budgets are met.
• Grows the Banks Finance book in terms of, Residential Property, Small equipment, and Motor Vehicle Finance by sourcing new clients as well as servicing existing clients by offering them additional financing/services
• Acquires new clients by requesting qualified leads from existing clients and leads generated internally

Client Relationship Management

• Develops constructive and cooperative working relationship with clients and maintaining them over time.
• Attends to all clients’ financial requests and queries.
• Provides an efficient and effective service to all clients at all times in order to promote the Banks services.
• To ensure that motor vehicle applications are submitted within 24 hours.
• Manages/Handles difficult client queries via face-to-face communication with walk in clients or by visiting clients and addresses client concerns by listening to any concerns/complaints in an efficient and appropriate manner in line with the professional image of the bank and providing an effective solution to the benefit of both the bank and the client

Requirements

QUALIFICATIONS

• A Bcom degree or Relevant Qualifications in Business Management will be required to meet the requirements of the role at the highest level of competence.
• Driver’s license is a requirement.

PREFERRED EXPERIENCE

• Minimum of 3 - 5 years’ experience within a financial services institution in a Sales position.
• General Banking experience would be an advantage.

go to method of application »

Description

Administration

• Assists the Relationship consultant in servicing existing clients and onboarding new clients
• Completes application, completes documentation, activates debit card, Electronic  Banking services as per client’s request.
• Monitors and Drives progress of outstanding documentation.
• Checks and reports all transactional activity on Corporate and Business Accounts opened.
• Attends to client’s Electronic Banking requests such as Statements, Banking letters etc.
• Manages and ensures that administrative functions are carried out efficiently.
• Prepares applications and documentation in terms of procedural guidelines and full compliance of the Banks requirements.
• Updating information on the Computer System as and when required.
• Prepares Welcome Packs for clients.
• Captures and updates information on IMAL for customer creation and maintenance
• Prints the completed application forms together with the terms of conditions and Electronic Banking Requirements.
• Attends to all administrative issues required in terms of the Banks policies for all approved deals.
• Provides the Relationship consultant with business activity schedules timeously.
• Assists in the completion of annual EDD requirements
• Assists 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 of execs pack
• Assisting with memos, additional tasks and projects
• Updating and completing SharePoint reports

Requirements

 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