Client Services Banking Administrator

Omega HR Solutions; Sandton; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment firm is seeking a Client Services Banking Administrator to join a dynamic financial services team in Sandton. This is a great opportunity for individuals early in their banking or financial administration career, providing exposure to payment processing and client service. Ideal candidates have a degree in Finance or Commerce, an RE5 qualification, and at least 2 years of relevant experience in banking roles. The position involves managing transactions and client queries accurately and efficiently.

Qualifications

• Minimum 2 years’ experience in a banking or financial administration role.
• Strong understanding of banking controls and payment processes.
• Experience working on banking platforms and payment systems.

Responsibilities

• Prepare, verify, and process payments accurately and within set deadlines.
• Manage beneficiary additions and updates.
• Open and maintain client bank accounts.

Skills

Banking controls

Payment processes

CRM systems

Client service

Education

Diploma or Bachelor’s degree in Finance, Commerce, or Economics

RE5 qualification

Tools

Salesforce

Job description

We’re recruiting for our client to find a Client Services Banking Administrator (several positions available) to join a dynamic financial services team in Sandton.

This is a great opportunity for someone early in their banking or financial administration career who wants exposure to payment processing, banking platforms, and client service.

Requirements

• Diploma or Bachelor’s degree in Finance, Commerce, or Economics (postgraduate advantage)
• RE5 qualification (mandatory)
• Minimum 2 years’ experience in a banking or financial administration role
• Experience working on banking platforms and payment systems
• Strong understanding of banking controls and payment processes
• Experience using CRM systems (Salesforce advantageous)
• Basic knowledge of financial markets and investment management

Duties and Responsibilities

• Prepare, verify, and process payments accurately and within set deadlines
• Manage beneficiary additions, updates, and ongoing maintenance
• Handle scheduled income and payment instructions, including amendments and cancellations
• Open and maintain client bank accounts, including non-resident accounts
• Process inward and outward foreign exchange (Forex) transactions
• Liaise with internal teams to ensure correct execution of banking and Forex transactions
• Respond to and resolve client and internal banking queries efficientlyMaintain accurate records of banking instructions and correspondence
• Ensure strict adherence to internal banking procedures and controls