New Accounts Consultant

Discovery Ltd.; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Gauteng is seeking a New Accounts Consultant to assist with opening new accounts and ensure data integrity. The ideal candidate should have at least one year's experience in data capturing and possess a relevant degree. A strong focus on customer service and problem-solving skills is essential for this role which may require shift work.

Qualifications

• Minimum 1 year experience in data capturing or similar environments required.
• 1 year experience in client acquisition role within Financial Services preferred.
• Must be computer literate, especially in Excel.

Responsibilities

• Assist with opening new accounts, ensuring data integrity.
• Resolve any outstanding or incorrect information with stakeholders.
• Engage with clients to solicit documents or information.

Skills

Data capturing

Customer service

Problem solving

Attention to detail

Excel proficiency

Education

Relevant degree

Job description

Business Unit : Discovery Bank Function : Banking Date : 28 Oct

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.

Job Purpose

The New Accounts Consultant assists with the opening of new accounts (with specific focus on FICA or KYC), as well as captures and / or maintains account information ensuring data integrity.

The incumbent will prompt, request and resolve / remediate any required information that is outstanding or incorrect, with various stakeholders.

Further, report on / act on errors within the account origination KYC process and / or other manual remediation tasks.

Areas of Responsibility

• Ensures completeness and quality of New Business remediation and updating client information within agreed SLAs
• Accurately classifies, registers, routes and indexes documentation either manually or on the system
• Takes action on incomplete information, in order to adhere to requirements with clients, third parties or any stakeholders (e.g., Brokers, Corporate BPs, etc.)
• Achieves specified production targets, turn-around times, handle times, etc.
• Supports internal stakeholders with remediation activities
• Engages with clients with regards to soliciting documents and / or information, queries and FICA requirements
• Keeps abreast with legislative and industry changes (FIC Act, FAIS, POPI, etc.)

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.

At least 1 year's working experience in data capturing, servicing, operations or administrative environments is required.

At least 1 year's working experience in a new business or client acquisition role within Financial Services is preferred.

The role might require shift work.

Computer literacy with Excel as a requirement.

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.