Branch Consultant at Bidvest Bank

  • Permanent Intermediate position
  • Branch Consultant
  • Undisclosed cost to company
  • Job 2297271


About the Position


To provide excellent service to customers through buying thebanks products to clients and performing administrative duties.
Must be prepared to work shift branch hours.

Duties and Responsibilities:

Ensure that the correct rates are quoted and discounts discussed with the Supervisor
To manage cash effectively through ensuring that all processes are followed in terms of excess foreign notes, cheques and banking excess cash within specified limits daily
Process Moneygram transactions and ensure that all documentation is complete
To consciously operate within the budget, managing and controlling expenses
Ensuring excellent customer service levels and quality to customers to ensure the retention of the client and a long term working relationship
Correctly interpreting the clients’ needs to provide relevant timeous solutions with limited errors, cross sell products all products at every opportunity
Continuous face to face and telephonic interaction with clients in order to solve and proactively address their needs
Responding speedily and correctly to stakeholder and customer queries and complaints. Following up and facilitating customer transactions, dealing with necessary stakeholders to expedite the process
Process Moneygram transactions successfully and ensure all documentation is in place
Buy / Sell all Foreign Exchange promptly and accurately, ensuring all documentation is completed correctly
Assist the client with the necessary systems / processes to deal with the Bank in the most efficient way
Update and manage all client interactions on the relevant system
Update all registers and documentation daily
Order cash proactively before cut offs and assist with deliveries where necessary
Working according to laid down policy and procedure to ensure that all necessary documents are in place and clients information and transactions are correct
Successful relationship building with relevant departments in order to achieve clients’ needs
Manage cash making sure limits in draws and safe are adhered to
Load Omnibus transactions daily
Follow up with all parties to ensure that queries and outstanding payments are resolved immediately and escalate to Supervisor if necessary
Contribution to teamwork ensuring accountability, delivery, sharing information and effectiveness of the area
Keeping abreast of Compliance (FICA) requirements
Knowledge of Banking products and systems
Anti Money laundering training



1-2 years experience in a Financial Institution

Desired Skills

  • Service Orientation
  • Customer Orientation
  • Problem Solving
  • Professionalism
  • Interpersonal skills
  • Results focused

Desired Work Experience

  • 1 to 2 years Strategy Consulting
  • 1 to 2 years Banking

Desired Qualification Accreditation

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