1. Sales Focus

1.1    Responsible for identifying cross-selling opportunities and to refer such opportunities and leads to the sales area.

 

2. Collateral Administration
2.1 Oversee and ensure the acceptance, transfer and handling over of security documents.
Responsible for finalizing in accordance with the prescribed procedures the required documents regarding cessions, pledges, etc. in respect of
2.1.1 Acceptance of Securities.
2.1.2 Follow up of incomplete / incorrect securities / follow up of audit exceptions / Collateral Compliance Department (CCD) deviations and instructions.
2.1.3 Transfer of Securities.
2.1.4 Handing over of Securities.
2.1.5 Responsible for ensuring that all documents are submitted in full when securities are accepted.

2.2 Capturing of Securities.
2.2.1 Responsible for ensuring that all security-related documentation is captured on the system and filed.

2.3 Follow up
Responsible for carrying out the following security-related follow-up actions.
2.3.1 Follow up missing / faulty securities / audit exceptions and CCD deviations.
2.3.2 Updating security values.
2.3.3 Review of property valuations.
2.3.4 Confirmation of investments.
2.3.5 Responsible for reporting to Support Services (Credit and CCD) and clients on status of securities.

2.4 Cost recovery
2.4.1. Responsible for ensuring that costs and revenue stamps are recovered in accordance with the officially approved tariff structure.

2.5 Guarantees and Letters of Intent
2.5.1 Responsible for ensuring that guarantees and letter of intent are issued, recorded, balanced and paid out in accordance with the prescribed procedures.

2.6 Securities with policy/investment payments.
2.6.1 Dispatch of security documents
2.6.2 Acknowledgment of receipt by companies
2.6.3 Execution of management instructions
2.7 Safe Custody
2.7.1 Responsible for following the prescribed procedures for the acceptance, recording, issuing and cost recovery in respect of the safe custody items.

2.8 Process and oversee daily and monthly reports
2.8.1 Responsible for rectifying data capturing errors and warnings.

2.9 Compiling contracts
2.9.1 Responsible for ensuring that contracts are legally and correctly finalized.

 

3. Customer Focus
3.1 Provide professional customer service and give correct information to clients.

 

4. People Management
4.1 Ensure that the right people are placed in the right positions in order to reduce workload, overtime and staff turnover.
4.2 Effectively plan and conduct formal and on the job trainings to ensure that sufficient expertise is available to perform the job.
4.3    Sufficient knowledge of staff and their duties to do effective evaluation in accordance the Banks guidelines.

 

5. Expertise
5.1 Adequate knowledge of Banks products and services that applies to this position.
5.2 has sufficient knowledge of the systems and procedures that apply to his/her job to carry out the work effectively.

 

6. Conduct
6.1 Abide by and uphold the Banks “code of conduct” regarding: professionalism, commitment, reliability, confidentiality, brand loyalty, behavior in public, etc.

 

7. Other duties
7.1 Willing to perform any other reasonable and lawful duties assigned by the management.

 

8. Achieving allocated divisional objectives:
8.1 Contribute to the achievement of the set branch objectives on a monthly basis.

Core Competencies

.    Quality conscious    
.    Reliability
.    Teamwork
.    Assertive
.    Interpersonal Sensitivity
.    Problem Solving and Analytic
.    Insight/understanding
.    Delivering Results and meeting customer expectations
.    Ability to work well under pressure
.    Communicating orally/written
.    Resilience
.    Customer Focus
.    Planning and organizing skills
.    Time management
.    Integrity