Client Services Banking Administrator

Omega Human Capital; Sandton; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency is looking for a Client Services Banking Administrator to join a dynamic financial services team in Sandton. This role provides an excellent opportunity for early-career professionals in banking or financial administration, with responsibilities in payment processing and client service. Candidates should have a diploma or degree in finance, mandatory RE5 qualification, and a minimum of 2 years' experience. Strong skills in banking controls and CRM systems like Salesforce are advantageous.

Qualifications

• Minimum 2 years’ experience in a banking or financial administration role.
• Basic knowledge of financial markets and investment management.
• Experience working on banking platforms and payment systems.

Responsibilities

• Prepare, verify, and process payments accurately and within set deadlines.
• Manage beneficiary additions, updates, and ongoing maintenance.
• Handle scheduled income and payment instructions.
• Open and maintain client bank accounts.
• Process inward and outward foreign exchange (Forex) transactions.
• Liaise with internal teams to ensure correct execution of transactions.
• Respond to and resolve client queries efficiently.
• Maintain accurate records of banking instructions.

Skills

Payment processing

Client service

Understanding of banking controls

CRM systems usage

Education

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

RE5 qualification

Tools

Salesforce

Job description

SUMMARY

POSITION INFO

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 efficiently
• Maintain accurate records of banking instructions and correspondence
• Ensure strict adherence to internal banking procedures and controls