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Absa Bank Limited (Absa) is a wholly owned subsidiary of Barclays Africa Group Limited. Absa offers personal and business banking, credit cards, corporate and investment banking, wealth and investment management as well as bancassurance. Barclays Africa Group Limited is 62.3% owned by Barclays Bank PLC and is listed on the JSE Limited. The Group is one of A...
Job Description
The main purpose of the role is to provide lead, drive and provide specialist advice and to develop and maintain Standard MI Reporting requirements for the various Products, Sectors and Segments within Relationship Banking.
Key Accountabilities:
Process
Provide advice and support in the analysis, development and implementation of best practices across value chain(s).
Obtain, analyse and report on practices related to a value chain function to identify initiatives that will improve performance and compliance.
Identify and develop solutions for challenges in the relevant business area.
Producing effective Business Intelligence by maintaining the standard performance run reports by data extracts for the Product, Sector and Segments.
Ensure and oversee effective delivery and development of self-help reporting solutions for Product, Sector and Segment.
Oversee the design of specific reports segmentation, leads analysis, customer profitability and customer interaction reporting.
Manage Business Intelligence Requirements and align with Operational and Credit MI capabilities to develop one version of the truth for Relationship Banking.
Ensure measures and capabilities are in place to track Business Cases, Campaigns and Opportunities to the required granularity.
Ensure effective data governance is in place to extract data and over its utilisation in standard reports
Where necessary, govern and maintain definitions use to extract data used for any MI reporting and continuously review the data extraction and reporting process to identify improvements.
Client/Customer
Provide input to the service delivery excellence practice optimisation.
Develop and maintain relationships with relevant stakeholders that contributes to a culture of customer service excellence.
Finance
Provide advice to prevent and reduce financial wastage in the relevant business area.
Learning and Growth
Drive and participate in forums that positively contributes to functional knowledge improvement.
Provide advanced specialist advice and input with regards to change management initiatives within the area of specialisation.
Conduct
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Policies and Policy Standards.
Competencies
Values Driven
Digitally Empowered
Customer Obsessed
Exceptional Team Player
Creative Problem Solving
Drives Results
Pan African Citizen
Minimum Requirements
B-degree in Business, Commerce and Management Studies, Finance Economics, Accounting or related
3 - 5 years’ experience in a similar environment
Preference will be given to South African Citizens and Permanent residents of South Africa in possession of proof of permanent resident status
General
The appointment will be made in line with the Divisional Employment Equity strategy
Education
Bachelor's Degree: Information Technology
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Job Description
BP&A operations and financial support for Balance Sheet Management committees
Business Performance & Analytics
Production of budgets, targets and financial plans
Financial scenario analysis and stress testing
Gathering financial information and creating insightful analysis to inform management decisions
Compiling monthly management reports
Balance Sheet Management support:
Margin analysis with specific understanding of FTP drivers: base rate, PLF factors, LP rates, incentives
Calculation of Risk adjusted performance measurements: PARCC, RoRC, EP, etc
Analysis of RWA intensities and major drivers of various products and BS items
Analysis of Liquidity, Funding and Capital consequence of BSM strategies
Preparation of Treasury Finance Related slides for monthly BSM committee
Competitor analysis
Interaction with Key stakeholders include:
Group Treasury Business heads (Capital, ALM, FLM)
Group BP&A
Cluster BP&A
Business Finance Partners and executives
Balance Sheet Management executives
People Management:
Together with Head: BP&A and FTP/ALM coverage, determine people management strategy for the area
Development and informal coaching of team members
Deliver work that is of a high quality.
Continuous communication with your manager and team members.
Ensure your goals are aligned to those of your team and manager.
Education and Experience Required
Qualifications preferred – Bcom Accounts, CIMA/CFA/CA
Preferred 3-5yrs financial reporting experience.
Knowledge & Skills:
Essential
Report Writing Level: Do and Instruct
Analysis Level: Do without Supervision
Financial Management Level: Do without Supervision
Negotiation skills Level: Do without Supervision
MS Office Advanced Level: Do without Supervision
Stakeholder Management Level: Do without Supervision
Communication - Written & Verbal Level: Do without Supervision
Preferred
Compass.Level: Do without Supervision
Analyst Report Tool Level: Do without Supervision
Competencies:
Leading and supervising
Analysing, Relating and networking
Coping with pressure and setbacks
Presenting and communicating information
Planning and organising
Persuading and influencing
Writing and reporting
Education
Postgraduate Degrees and Professional Qualifications: Financial Sciences (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Job Description
Project Management: Manages the progression of a project at every stage and ensure that the objectives of a project are meet | Quality Assurance: Maintain a desired level of quality in a service or product, especially by means of attention to every stage of the process of delivery or production | Ensure that timelines are met: Manage team in such a way that deadlines are met | Managing Others: Take responsibility for the effective management of others | : | : | : | :
Education
Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Job Summary
To provide specialist advice & support in area of specialisation; enabling the provision of sound pricing and execution of trades, maximising assets and minimising financial risk.
Job Description
Solutioning & Advisory: Provide ongoing support to senior advisors in driving business development and subsequently business targets through monitoring and identifying opportunities within the portfolio (cross selling and up-selling) | Client Engagement: On a regular basis engage with clients around current product requirements and future product requirements to ensure client expectations are met and ultimately value created for business and client | Risk and Control: Ensure that all risk and control requirements relating to the portfolio are met and/or implemented as required | : | : | : | : | :
Education
Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Job Summary
To provide efficient administrative support to the Deceased Estate Administrator in the administration of Deceased Estates.
Job Description
Accountability: Administrative support functions
Accountability: Compliance
Education and Experience Required
Preferred)
Knowledge & Skills: (Maximum of 6)
Competencies: (Maximum of 8 competencies)
Education
Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Job Summary
To deliver operations and administration support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Job Description
An exciting role that focuses on operational excellence by ensuring seamless and timely processing of deceased portfolios, requiring the paying out of credit balances, issuance of Certificate of Balances (COBs) and closing of deceased accounts thereof. Provide support and guidance to the bereaved family members and executors. Exercise due diligence to mitigate risk, prevent financial loss, and to guard against compliance failure that could result in litigation, financial penalties, and reputational damage. | : | : | : | : | :
Preparation of deceased files according to instructions within set timelines to meet clients' expectations:
Receive initial notification of death from executor by email.
Draw enquiries on clients portfolio by using CIF and BTP
Place hold by using BTP on all deceased clients portfolio's on notification of death
Change the address of the deceased estates portfolio on BTP, to ensure that executors’ correspondence, in future, are directed correctly.
Accurately and efficiently attend to Generic Administrative functions for Deceased Estates:
Prepare the certificate of balance by extracting information on all deceased debit and credit accounts from BTP, annotate balance as at date of death and manually calculate the interest accrued.
Prepare the income tax certificate by extracting information on all deceased debit and credit accounts from BTP; annotate balance as at date of death and manually calculating interest earned, during the current tax year, and for previous tax year certificates extract and print from BTP or archival system.
Forward the notification of death received from executor, by internal mail, email and fax, to all the relevant business units (i.e. AVAF, Credit Card, Fund Managers and Wills) within ABSA depending on accounts listed on the deceased clients’ portfolio.
Request all outstanding documentation by email from executors.
Ensure that telephonic communication with clients is handled professionally at all times and that accurate feedback is provided to the clients timeously.
On instruction from the executor, prepare accounts for closure by:
Extracting basic enquiries from CIF/ BTP for each account that should be closed,
Scrutinize enquiries for holds that prohibit closure and forward request to remove hold to relevant business unit e.g. Cheque book in library hold refer to Collection Branch
Security hold refer to Forensics Department telephonically. Bad debt and insolvency hold has to be referred to Third Party Management by Mail Message Service (MMS) on the Online Collection System (OCS) etc
Recover service charges from the deceased estate by either debiting the clients account, depending if funds are available, or sending a tax invoice to the executor
Transfer available funds from dormant accounts on deceased portfolio to unclaimed funds and inform Unclaimed Funds Department via email
Prepare payment for quality assurance and finalisation.
Adhere to all risk compliance requirements (e.g. information security) at all times and escalate irregularities to the Team Leader.
Analyse client queries e.g. new file, payment and policies to assist client correctly within the Service Level Agreement (SLA).
Perform on the job training to ensure operational competence when dealing with clients.
Ensure that deceased client’s portfolio is finalised by confirming that all accounts have been closed and closing statements provided.
Administer the release of securities and inform customers when the release request has been finalised
Competencies:
Adapting and responding to change
Following instructions and procedures
Delivering results and meeting customer expectations
Coping with pressure and setbacks
Planning and organising
MINIMUM REQUIREMENTS:
NQF Level 6 or equivalent
Experience required (Preferred)
Computer literate (MS Office)
BTP and OCS Experience
Basic telephone etiquette
12 months Leanership exposure
Deceased estates
WHAT’S ON OFFER
Great Team environment
Autonomy to produce excellent results and delight colleagues and customers.
Opportunity to influence and interact with senior management
Work in a multi –disciplinary environment
Opportunity to discover and learn
Education
National Diplomas and Advanced Certificates: Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Job Summary
To administer deceased estates ranking from normal to more complex estates which might involve Capital Gain Tax and Estate Duty
Job Description
Administrator Estate
Key Responsibilities
Receive completed deceased estate reporting documents from the Fiduciary Consultants and Lean system and make telephonic contact with the client
Manual intake of estates
Report the deceased estate to relevant stakeholders via written correspondence, newspaper and Government Gazette
Advertise (e.g. advertise in the local newspaper and Government Gazette) and for any debtors or creditors (section 29 notification) in respect of the estate late
Receive relevant information as requested by the various stakeholders and start redeeming and transferring assets
Draft the liquidation and distribution account to reveal the true reflection of the assets and liabilities as at date of death and submit outstanding tax returns
Advertise (for twenty one (21) days) the Liquidation and Distribution account (section 5 notification) in the local newspaper / Government Gazette and with the Magistrate in the district were the deceased resided twelve (12) months prior
Instruct the Absa panel attorneys on the expiry date of the advertisement
Obtain final tax assessment from SARS and finalise the deceased estate
Achieve set target as set out by management at the beginning of the year
Ensure that post (incoming mail, fax and correspondence) and filing is up to date as per the company norms
Keep clients updated on progress of the estate
Maintain a high standard of service during the administration process without supervision
Build and maintain a relationship with various stakeholders (i.e. valuators, auctioneers, attorneys, Master of the High Court, South African Revenue Service)
Ensure that queries do not turn into complaints by addressing these within a period of twenty four hours
Adhere to ABSA compliance requirements and industry related legislations
Adhere to business processes and controls practice; non-adherence may lead to disciplinary actions
Complete compulsory compliance and legislation training within the required time-frames as prescribed by Absa Risk
Adhere to risk and compliance policies in terms of Environmental Health and Safety, Information Security, Records Management and Money Laundering, Sanctions
Be knowledgeable on the Estate Administration Act
Competencies
Working with people
Planning and organising
Delivering results and meeting customer expectations
Following instructions and procedures
Adapting and responding to change
Coping with pressure and setbacks
Minimum Requirements
National Diploma in Estate and Trust or Deceased Estate Administration Course via Law Society of SA or equivalent NQF level 5 qualification or higher
Two (2) years experience within deceased estate administration environment
Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet
No criminal record
Preferred Requirements
Relevant B Legal degree (LLB) or Advanced Estate and Trust Diploma or equivalent NQF level 6 qualification
Five (5) years experience in deceased estate administration environment
Preference will be given to South African Citizens and Permanent residents of South Africa in possession of proof of permanent resident status
General
The appointment will be made in line with the Divisional Employment Equity strategy
Education
Further Education and Training Certificate (FETC): Estate and Trust Management (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Job Summary
Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).
Job Description
Administration: Effectively fulfil all required administrative duties, including tracking and reporting | Customer Experience: To provide service excellence and achieve customer satisfaction | Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards | : | : | : | : | :
Education
Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Job Summary
Work as part of an integrated (run & build) tribe in lower complexity environments to provide enterprise wide application support across multiple stakeholder groups by maintaining & optimizing enterprise-grade applications (tech products & services).
Job Description
Devops & Support
Application Monitoring & Performance Management
Governance, Risk & Control
Education
Bachelor's Degree: Information Technology
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