New Accounts Banker

Discovery Limited; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in South Africa is seeking a New Accounts Banker to provide personalized and efficient service to clients. The ideal candidate should have 2+ years of client services experience in the banking environment. Strong problem-solving skills and the ability to build relationships are essential. This role offers the opportunity to contribute to an exceptional on-boarding experience for clients.

Qualifications

• At least 2 years of client services experience in financial services and/or banking.
• Computer literacy required.

Responsibilities

• Provide exceptional, personalized on-boarding client experience.
• Proactively resolve client queries and provide updates.
• Facilitate bank card distribution.
• Support new business applications including KYC and AML processes.

Skills

Client services experience

Problem-solving

Integrity and ethics

High emotional intelligence

Education

Relevant tertiary qualification

Matric/Grade 12

Job description

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Bank

Discovery Bank is a bank like no other – a shared-value bank, designed with our clients in mind. We’re all about sharing the value that clients create when they manage their money well, back with them through exceptional interest rates and rewards. Our Vitality Money programme measures how well clients manage their finances, informs them of what it means to be financially healthy, and empowers them with the knowledge to get enhanced rewards for managing their money well. If you’re adaptable, a problem-solver, always questioning the way things are done, passionate about doing what is right, and obsessed with providing a quality service experience, we have a job for you where you can be your best in an environment that’s safe and nurturing.

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 thevarious 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 tertiary qualification
• 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

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.