Vacancy: Client Service Officer

Job Description

• Branch: Kasoa / Tema


• Start date: Immediately.


• Expiry date for applications: 7th May 2021 (Close of business)


• Working hours: Daily 8h00 till 17h00 or as required to fulfill one’s responsibilities.

•  Participate in all business growth initiatives in the Branch.


•  Responsible for cross selling all company products and service to clients.


•  Understand the key benefits of all IZWE products and effectively communicate to clients.


•  Support Sales efforts by Call-Centre staff and ISEs

Customer Service Delivery

•  Responsible for the capturing and processing of loans, savings and any other Izwe product(s) applications


•  Responsible for ensuring delivery of services to clients in a friendly and professional way.


•  Responsible for ensuring all processes are completed within agreed turn around periods.


•  Responsible for handling customer complaints and any other after sales services which may be applicable.


•  Collect and report any customer complaints to the Branch Manager.

Compliance and Controls

•  Understand key policies, processes, and procedures for front office operations.


•  Responsible for the verifying of data in accordance with the loans, savings and any other Izwe product(s) application process


•  Responsible for the verifying of documents according to Credit Policy Responsible for maintaining adequate loan, savings and any other Izwe product(s) quality controls.


•  Responsible for the verification transaction documents before any payments are processed.


•  Perform all transactions in strict compliance with all institutional processes and procedures.

Cash Operations

•  Responsible for managing the assigned cash box.


•  Responsible for processing cash receipts and payments.


•  Responsible for ensuring that approved refunds are disbursed accurately from the teller.


•  Accountable for the daily cash float placed in your custody and for the topping up of the teller float as required and instructed by management.


•  Responsible for the daily balancing of your cash float and reporting of any differences to the Branch Manager and Finance Manager.

Reporting

•  Responsible for any reporting to the Senior Client Services Officer, Branch Manager or Sales Manager, other Izwe staff as may be required.

Required Skills or Experience

 Educational requirements

• A Bachelor’s Degree


• Higher National Diploma


•  Excellent knowledge of IT systems including Microsoft Word and Excel essential (Credit Ease experience is preferred).

Skills / Attributes

•  Hard working and goal driven;


•  Excellent communication skills;


•  Excellent sales skills;


•  Positive attitude;


•  Accurate and fast worker;


•  Good interpersonal skills;


•  Neat and organized person.