Print and review daily systems reports and or listings
Allocate report sections to the correct departments for follow up
Reconcile internal general ledger and P&L accounts and submit to branch manager for sign-off
Monitor daily cashier differences by reviewing the systems reports and raise any issues identified with the branch Manager: Compile a monthly summary of the cash differences for the Branch Manager
Act as third checker for cash entering or leaving the branch
Cash is primarily handled by the ATM Custodians or Treasury Clerks, the Branch Administrator only performs a support function
Check stock reconciliations for all account items(cheque books, ATM Cards, Credit Cards) as completed by individual Customer Service Clerks
Escalate any differences to the Branch Manager immediately
Hold, where applicable (dependent on the branch type) keys for safe custody boxes to act as second custodian when customers deposit or retrieve items, together with Customer Service Clerk
Receive from or release safe custody items to customers as required
Receive all returned mail, do telephonic follow up with customer to get a new address or flag account to ensure that customer provides a new address when they next contact the bank
Communicate with the Management Assurance team during their presentation for branch visits
Provide documentation to assist with their control checks
Analyse the risk on a quarterly basis and compliance training requirements for the staff in the branch and provide the information to the branch manager
Coordinate training by arranging formal training
Maintain the branch signatory and mandate lists
Ensure that employees who have left are removed from the list immediately
Log risk events and near misses on the risk reporting system and obtain approval for the content from the Branch Manager prior to submission
On a monthly basis analyse all the branch risk events logged and work with the Branch Manager to develop preventative action items
Conduct operational risk reviews including cash counts, calling files on branches in the area
Provide feedback to the branch manager on the results of the checks and any outstanding items from previous checks
On request, participate in the investigation of fraud or negligence in the branches in the area
Provide feedback to the branch manager on the results of the checks and any outstanding items from previous checks
Order and control of branch stationery and merchandising
Maintain and test the BCM (Business Continuity) of the branch, including the evacuation drill
Ensure that Occupational Health and safety regulations are in place according to the policies and procedures
Maintain robbery Contingency plan for the branch
Maintain duplicate keys for the branch
Authorize teller transactions above the limits of the tellers- as a support function
Resolve customer queries escalated from anywhere in the branch and those received directly- direct enquiries are received primarily by telephone as the Branch Administrator is not in the frontline
Where applicable, conduct second tier checking
Arrange mortgage loan pay-outs (Absa 480's)
Process transactions for refunds of bank and service charges, interest claims and trading losses based on approved source documents provided by the Branch Manager
Interview clients who have to complete acknowledgement of debt forms and assist them to complete it properly
Log complaints received from customers and direct to the correct area for investigation and follow-up
At least once a week, walk through the branch (front and back office) to determine whether there are any maintenance requirements to furniture, fixtures, premises or equipment
Liaise with third party providers (including suppliers, security, cleaner) to ensure adherence to Service Level Agreements and to obtain quotations for maintenance
Refer quotations received to the Branch Manager to sign off before sending to Accounts Payable for payment
Obtain expense actuals from Finance on a monthly basis, compare against budgets and provide exception reports to the Branch manager for action as well as summary reports for the Branch Manager to include in their balanced scorecard reports
Compile a monthly report on Teller, Customer Service and Sales productivity by collating daily systems data and provide an overall summary to Branch manager
Highlight any exceptional under or high performance
Book travel and accommodation arrangements for branch staff travelling to other locations for training or workshops
Arrange for the issuance of staff uniforms and process the transactions on the uniforms general ledger or account
Retrieve uniforms from employees who are leaving the Retail Bank
Follow up with payroll to ensure that outstanding amounts due are collected from final dues prior to payment
Liaise with the Contact Centre to place adverts for vacant positions (A, B, C and T levels only)
Receive e-mailed applications and shortlist candidates for the Branch Manager to interview
Participate in the interviews on request from the Branch manager
Arrange bookings with interviews panel members and prepare interview packs
Assist the Branch manager to print system-generated recruitment, increase, and promotions etc Letters for employees in the branch
Ensure that new employees complete all the required payroll documentation and submit to Payroll for processing before the monthly cut-off dates
Ensure that new employees book themselves for Absa Orientation and other compulsory training
Provide advice to employees in the branch HR processes and policies at high level
Refer complex enquiries to the HR Consultant Centre or the HR Business Partner for the area
Assist the Branch Manager to compile annual training plans and monitor the execution of the plans on a monthly basis
Administer resignations by helping employees to complete their exit documentation, submitting the paperwork to Payroll and retrieving all bank property including access cards, laptops, phones etc from employees on their last day
Escalate any outstanding items to the Branch Manager immediately
Team Assistant/ Secretary
Absa Private Bank
12.2010 - 02.2015
Diary and telephone management of suite manager
Participate in team meetings and to take minutes of the meetings
Ensure that minutes are typed, approved by meeting chair and distributed
Arrange meeting venues, catering & parking for suite manco team
Prepare and collate documents for meetings, forums and functions
Make travel arrangements for suite management team (Local) as per laid down policies and procedures
Meet and greet visitors who arrive for meetings for suite management and offer refreshments as required
To ensure all that typing, filing documentation, general administration, drawing of emails, circulars and any other adhoc duties are performed timeously and are of professional standard
Liaise and follow through on specific requests from suite
Draw CCP log daily
Responsible for PAT and gift registry send monthly feedback
Basel loss and unique fees when it happens
Take photos and organise outings for the team, CSI projects
Drawing Listings
Help bankers with the requests they might need
Tracking sheet, responsible for registers managing key alarms and recording for 6 monthly checks
Call Centre Agent
SPM Direct
06.2006 - 07.2008
Responsibilities : Making Sales
Generating Leads
Provide quality service to clients
Call Centre Agent
Momentum
07.2008 - 12.2008
Selling multiply to existing Momentum Client
Providing Customer Service & quality service to clients
Senior Specialist I&S Systems and Optimization at ABSA Group: Financial Crime – Intelligence and surveillanceSenior Specialist I&S Systems and Optimization at ABSA Group: Financial Crime – Intelligence and surveillance