INEZE AUDITH FRANK

• Organizational Skills: Manage files, records, calendars, and general office order.
• Communication Skills: Effective written and verbal communication for dealing with internal staff, clients, and external contacts.
• Problem-Solving: Address challenges and find solutions, serving as a go-to person for team members and clients.
• Attention to Detail: Accurate record-keeping, data entry, and managing sensitive information.
• Time Management & Multitasking: Juggling a wide range of responsibilities and meeting deadlines effectively.
• Technical Proficiency: Dealing with office software and databases, including data entry and management.
• Adaptability: Handling diverse tasks and adjust to new processes or challenges.

Common Responsibilities

• Communication & Correspondence: Answering phone calls and emails, taking messages, drafting documents, and managing mail.
• Record & Document Management: Organising, filing, and maintaining both paper and digital records.
• Office Support: Ordering and managing office supplies, maintaining equipment, and overseeing office facilities.
• Financial Tasks: Basic bookkeeping, tracking expenses, processing invoices, and reconciling financial statements.

• Accurately determine customer needs through interaction with clients and ensure accurate processing thereof.
• Resolving customer enquiries at the first point of contact and to take responsibility for the customer, irrespective the Business Unit (refer to CSHM for assistance)
• Utilise the pin pad system at the counter to assist customers in pin related queries
• Adhere to Absa policies and procedures when processing client requests
• Stop payments, ATM debit and credit cards, issuing statements, debit cards, debit orders
• Educate customers on the Bank’s procedures, security requirements such as the requirements for Customer Acceptance Screening Application (CASA) and Financial Intelligence Centre Act (FICA) as well as service to customers.
• Action/give feedback on all customer enquiries before the end of the day, including telephone enquiries

• Ensure all documentation is accurately completed, recorded, and dispatched or filed
• Ensure all documentation meets the Customer Acceptance Screening Application (CASA) and Financial Intelligence Centre Act (FICA) requirements when completed, recorded, dispatched, and filed.
• Ensure information or documentation required by the Customer, Sales Consultants
• Track applications and actively manage the turnaround times of approvals or declines.
• Provide feedback to customers, Sales Consultants and Sales Managers on status of applications and any problems encountered
• Liaise and follow up with the various product houses to ascertain status of applications and resolve any issues.
• Cross check applications and new accounts.
• Print Record of Advice (ROA) and check that the copy of the record of advice that was given to the client is in the file.