Account Maintenance Processing Clerk (Contract)

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.
• • Ensure appropriate escalation to supervisor or relevant person/department.
• • Maintain adequate knowledge of all bank’s products and services.
• • 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.
• • Prepare regulatory reports.
• • 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 a distinct advantage.
• • 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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