New Accounts Banker - Fixed Term Contract at Discovery Limited

Key Purpose

• The New Accounts Banker provides service and support that is personalised, efficient and prompt to clients, predominantly related but not limited to AO, FICA, card delivery and debit order switching from various channels (e.g., providers, clients, brokers, etc.). The emphasis is a dazzling and superb on-boarding client experience.

Areas of responsibility may include but not limited to

• Pro-actively actions and takes ownership to resolve queries and provides feedback/updates to the various stakeholders or channels within agreed SLAs.
• Supports an exceptional client on-boarding experience - personalized, warm and effective through our multiple channels e.g., Tier 2 in-bound calls, emails, SP Cases and in future possibly the web, chat, video, etc.
• Facilitates the handing out of bank cards to our clients at the 1DP Bank Client Centre
• When required, builds rapport, a trusted relationship with partners and internal stakeholders and maintain these relationships.
• Supports the new business FICA application process, especially KYC fulfilment, AML information as well as the ReKYC process however not limited to.
• Understands and supports Know Your Customer (KYC), AML and other FICA related  principles and keeps abreast with legislative and industry changes (FIC Act, FAIS, POPI, etc.) Assists in digital adoption for new and migrated clients, where possible, through having a thorough knowledge of the entire bank, its products, and digital capabilities.
• Achieves specified production targets, turn-around-times, client survey scores and quality measures. 

Personal Attributes and Skills
Values Driven:

• Committed to integrity and ethics in business
• Behaves consistently with Discovery Values

Optimistic:

• Motivated by a positive future
• Energised by challenges

Learns on the Fly:

• Embraces the unfamiliar
• Experiments to find solutions

Resilient:

• Recovers quickly from setbacks
• Grows from negative experiences

Instils trust:

• Follows through on commitments

People Savvy:

• High EQ with low ego

Drives Results:

• Energises self and others to achieve
• Consistently exceeds goals

Problem Solver:

• Looks beyond the obvious
• Finds sustainable solutions

Education and Experience

• Relevant degree
• Matric/Grade 12 and computer literacy
• At least 2 years client services experience, both in-bound call center and face to face as well as written correspondence within the financial services and/or banking environment