Purpose:
Responsible for capturing local and foreign business receipts and payments, accurately and timeously as well as other foreign-related transactions. Preparing, capturing, and ensuring recei
Functions:
Responsible for meeting clients and offering advice across a wide range of financial products and services
Networking, generating leads and grasping opportunities to meet and exceed
Job Objectives
Reconcile the stores’ cash deposited to the cash tendered and follow-up on any discrepancies regarding missing tenders, deposits, receipts or petty cash entries.
Report un
Requirements
Matric/ N4 Equivalent Qualification.
FAIS requirements based on DOFA date
Relevant regulatory examinations if you are already working in the financial services industry.
5 yea
Requirements
Matric/ N4 Equivalent Qualification.
FAIS requirements based on DOFA date
Relevant regulatory examinations if you are already working in the financial services industry.
5 yea
Requirements
2 years’ experience in a sales and/or customer service role
2 years’ experience in the insurance and/or financial services industry rendering financial advice (advanta
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChanne
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChanne
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChanne
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChanne
Job Description
The Client Relationship Consultant (CRC) is primarily responsible for establishing relationships through engaging with prospective clients and existing clients. Through these engage
Job Description
The Client Relationship Consultant (CRC) is primarily responsible for establishing relationships through engaging with prospective clients and existing clients. Through these engage
Job description:
To provide assistance to the Advisers. The position will focus on personal and commercial lines business.
Responsibilities:
Liaising with clients
Preparing quotations fo
Job description:
The successful candidate will be responsible for administration, interacting with clients by managing relationships and providing client services. You will ensure new business impl
Job description:
To provide assistance to the Advisers. The position will focus on personal and commercial lines business.
Responsibilities:
Liaising with clients
Preparing quotations fo
Job Description
Source Utilisation: Obtain walk in client or data leads from the Bank staff in the branches (Consultants,
Customer Experience: To provide service excellence and achieve c
Job Description
Drive Financial Targets: Maintain primary ownership of a portfolio of Growth Account clients, differentiated by the level of complexity of the client base
Relationship and Serv
Job Description
Drive Financial Targets: Maintain primary ownership of a portfolio of Growth Account clients, differentiated by the level of complexity of the client base
Relationship and Serv