![Bayport Financial Services](https://www.bestzambiajobs.com/wp-content/plugins/wp-job-manager/assets/images/company.png?x70409)
Bayport Financial Services
Vacancy title:
Senior Customer Service Assistant
[ Type: FULL TIME , Industry: Financial Services , Category: Customer Service ]
Jobs at:
Bayport Financial Services
Deadline of this Job:
Wednesday, April 10 2024
Duty Station:
Within Zambia , Lusaka, South – Central Africa
JOB DETAILS:
Job summary
Reporting to the Back Office Unit Head. This individual is responsible for the performance and efficient daily operations of the KYC operations unit in the department.
Job specifications
- Perform mandatory checks to process all documents pertaining to new and existing accounts
- Open SAYE Accounts, High-net client accounts and corporate accounts
- Edit and close bank accounts
- Scanning and uploading client photos and signatures
- Raise and action exceptions for various client requests (i.e. Mandate change, account closure, name and signature edits) from all Bayport branches
- Record all exceptions raised
- Batching all processed application documentation.
- File account opening application documentation for all opened accounts
- File all documentation pertaining to clients’ accounts i.e. Term Deposit documentation, Exceptions etc. onto their respective files.
- Follow up on any pending KYC issues to do with accounts, exceptions, unfiled TDs and client files
- Retrieve and return files when the need arises
- Offer in-house support to the SAYE sales team providing them with client account information with regard to client account numbers, balance inquiries and account status
- Respond to, clarify and follow up on client queries, concerns and directives from sales and operations from the branches
- Ensure that all processes and administration are actioned according to Bayport policies
- Ensure effective management of all costs within your control
- Ensure compliance with BOZ and FIC
Minimum entry requirements
- Grade 12 Certificate and/or equivalent (with Mathematics)
- Degree in Business or equivalent from a recognised university.
- 2 – 3 years experience
Other skills and attributes
- Financial industry knowledge and working experience.
- Knowledge of clearing rules and operation of the internal clearing system.
- Computer literate.
- Good communication skills.
Work Hours: 8
Experience in Months: 24
Level of Education: High School
Interested candidates should send their CVs
To apply for this job email your details to careers@bayport.co.zm