Account Maintenance Clerk
Summary
Contribute to exceptional client experience by providing professional and attentive service to branch network & business units by accurately performing account maintenance transactions. Take personal accountability for delivering superior client experience including, effective problem resolution.
Responsibilities
- • Deliver quality client service according to Sagicor Bank Client Service Standards.
- • Assume ownership of issues/ concerns at first point of contact.
- • Maintain confidentiality and privacy of clients' accounts, documents and transactions.
- • Conduct Pre-Account Opening verification activities as appropriate for each product.
- • Create new clients' records and accounts.
- • Perform Post-Account Opening Review to ensure compliance with KYC/ POCA & SBJ operating guidelines.
- • Maintain client records and accounts.
- • Create and maintain e-Bank Profiles, Credit Card Accounts, Standing Instructions and Direct Advantage profiles.
- • Set-up & maintain debit cards.
- • Scan & upload KYC documents & signatures to the system, T24.
- • Log incoming and outgoing client files and requests.
- • Perform other job-related duties assigned from time to time.
Required Skills
- • Sound knowledge of computer software packages including spreadsheet and word processing applications.
- • Knowledge of commercial banking operations & POCA regulations would be an asset.
- • High degree of accuracy and attention to detail.
- • Ability to work in a fast-paced environment.
- • Strong time management skills.
- • Effective communication & interpersonal skills.
- • High degree of initiative & effective problem-solving skills.
- • Effective team player.
- • Ability to work with little supervision.
- • Knowledge of client service principles.
Qualifications
- • Diploma or Associate's Degree in Banking & Finance, Business Administration or related field from a recognized tertiary institution.
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Job Overview
Title
Account Maintenance Clerk
Company
Sagicor Bank Jamaica LimitedLocation
Kingston and St. Andrew, JamaicaSalary
Not Disclosed
Work Style
On-SiteContract
Temporary
Experience
Mid-Level
Education
Associate's Degree
Category
AdministrationSector
Private
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