Enquiry Clerk

Description

• To ensure that client enquiries and complaints are handled in a professional and efficient manner
• Assisting and advising more junior enquiry clerk’ s and assistant’ s to carry out daily tasks in such a manner that customer service is promoted

Duties

• Customer Focus:
• Responsible for attending to clients, dealing with enquiries, providing correct information and for referring clients
• Ensuring that more junior enquiry clerk’s are handling customer enquiries and complaints in a professional and efficient manner
• Responsible for keeping up to date with the Bank’s products and services
• Neatness of Banking Hall and Stationery Availability:
• Responsible for ensuring that adequate stationery and promotional material is available in the division for client purposes and that the workstation and the Banking hall are always neat
• Administration:
• Responsible for ensuring that the directives with the processing of a request for a new card, the receiving of cards and pins, handing over of cards, client problems with cards, the handling of retained cards, were adhered to
• Responsible for loading of Card / ATM / POS limits and amendments thereof
• Responsible for overseas card referrals
• Ensure that correct card and pin balancing takes place every week
• Cheque Book Control:
• Responsible for ensuring that the ordering, receiving, controlling and handing over of cheque books were done according to the directives
• Updating of Deposit Book Register:
• Responsible for ensuring that the register is up to date and balanced with regards to the receiving and issuing of deposit books
• Carrying Out Client Instructions:
• Responsible for ensuring that instructions from clients in respect of for example the following are carried out on time:
•     Stop orders
•     Stop payments
•     E-Pac
•     Changes of name and address
•     Cheque, savings and credit card references
•     Provision of account statements to customers
•      ATM claims and disputes
• Daily Reports:
• Data capturing errors and warnings are timeously and correctly addressed and rectified
• Sales Focus:
• Marketing (Identify selling opportunities and refer such opportunities and leads to correct person or department involved)
• Other Duties:
• Must be prepared/willing to do any other reasonable and lawful instruction/task

Requisites

• Experience/Knowledge & Skills:
• Knowledge of the system and processing activities
• Professional image and grooming
• Self-confidence and interpersonal skills
• 1 Years general banking experience
• Evaluating skills
• Product knowledge
• Good knowledge of bank’ s procedure manuals
• Computer literate (knowledge of Word, Excel)
• Qualification:
• Grade 12
• A post matric qualification will be an advantage
• Core Competencies:
• Customer focus
• Quality conscious
• Friendliness
• Observant
• Communicating orally
• Interpersonal Sensitivity
• Teamwork
• Reliability
• Assertive
• Planning and organising skills
• Resilience

Notes

• Only shortlisted applicants will be contacted