Job Description

The Internet Explorer 11 browser is no longer supported. We recommend the new browser from Microsoft.Relationship Banking OfficerDetailsClosing Date 2024/09/05
Reference Number HOL240829-1
Job Title Relationship Banking Officer
Business Unit Group Finance & Assurance
Department Balance Sheet & Investment Management
Job Family Finance
Job Type Classification Permanent
Reporting To Bank Relationship Manager
Number of Positions 1
Location - Town / City Parktown
Location - Province Gauteng
Location - Country South Africa
Job Advert SummaryHello an exciting new opportunity has just become available in our Group finance Assurance, Balance Sheet & Investment Management area. We are looking to recruit a Relationship Banking Officer.Job PurposeThe Bank Relationship Officer will complete letters and bank forms for Hollard Group (4 Licences and Group companies) with all the banks. The incumbent will play the role of a liaison officer with the rest of the business to understand the business and the policies. Assisting the Bank relationship Manager with streamlining processes and managing risk across banking.Key Responsibilities:xc2xb7 Updating signatorieso Liaise with the banks to request forms to update signatorieso Circulate forms via Docusign for specimen signatureso Check the updated reports from the bank to the consolidated list of accounts (banking mandate)xc2xb7 Opening and Closing bank accounto Adding new accounts to the Cash Management (CM) System. Generally current accounts dont earn interest, this enables corporates to earn interest on current bank accounts.o Adding new accounts to the Final Transaction Information (FTI) server, this enables cash book users to upload the bank statements into GP.o Adding new accounts to Great Plains (GP) System, to ensure that all accounts opened with the bank are being reconciled.o Communicating new account confirmations with Business Units and Treasury.

• JIRA process - Own board and assist with training

Online banking profile maintenanceo Completing forms to migrate users from tokens to One-Time-Passwords.o Completion of forms to add new users to banking profiles.o Ensure all FICA documents are compliant.o Send letters and forms to be signed using DocuSign.o Opening and closing of banking profiles.o Administration on banking profiles to assist with all user access .o Audit on all online banking profiles.xc2xb7 Corporate payment systems (CPS)o Opening profiles to collect premiums and or pay claims via the line of business.o Closing profiles that are no longer in use.o Due to business growth or negative growth, there will be a requirement to amend the limits.o Recall of funds that have been paid into an incorrect bank account.xc2xb7 Attending to bank querieso Assisting first time operators to download and log on to banking profiles.o Assist or direct/resolve queries from bank for debit order disputes, payments, and deposits.o Clients incorrectly depositing funds into Hollard bank accounts.customers querying as to why Hollard has debited their accounts.xc2xb7 Recall of fundso Share template with business units.o Assistance with completion if needed.o Complete bank forms, circulate for signatures and submit to the bank.o Share outcome with business unit.xc2xb7 Requests for proof of banking detailso FNB and Absa via self admin.o Nedbank and Standard Bank request from banker and share with requestor.xc2xb7 KYC (Know Your Customer).o Share template with business units.o Liaise with Company Secretarial and Tax Teams for bank resolution, company profile document, organogram/company structure , Foreign Account Tax Compliance Act (FATCA) information etco Update information where applicableo Circulate forms for signatureso Submit to the bankSubmmit to the bankInvestigate maintaenance rejectionsOnce notification is receieved via email, to investigate the reason and communicate with bankerRequired Knowledge and ExperienceYears of experience: 3-5yrs experience, Customer service skills and banking systems advantageous.Skills and Attributesxc2xb7 Organisational skillsxc2xb7 Communication Skillsxc2xb7 Time Managementxc2xb7 Dependability and reliabilityxc2xb7 Honour confidentialityxc2xb7 Customer Service Orientationxc2xb7 Adaptability and Problem Solverxc2xb7 Analytical SkillsStakeholder Management
Educational Requirements

• Qualifications: College Degree in business administration, accounting, or finance

All Hollard appointments are made in line with our DEI policy.Hollard is unapologetically committed to creating and enabling a workplace that values your diversity with a true sense of care, dignity and inclusion.?We actively seek to hire for your different lived experiences (including, but not limited to disability, race, religion, ethnicity, culture, language and social origin , gender diversity, sexual orientation, neurodiversity). These grounds enhance cognitive diversity and psychological safety in our workplace for everyone.We proudly promote the Hollard Way we work, which is a combination hybrid work environment at this time.? We offer flexibility in our work as far as possible, dependent on the nature of the role. Even if you dont meet all our selection criteria, we encourage you to apply!PolicyWe are committed to Employment Equity when recruiting internally and externally. It is company policy to promote from within wherever possible. Therefore, please be aware that internal candidates will be considered first before reviewing external applicants, provided that this supports achievement of our Employment Equity goals. We encourage applicants living with disabilities to apply.Hollard does not charge individuals seeking employment any fees, whether for registration, application, administration or placement.xc2xa9 Hollard. All rights reserved.ProcessingDelete Account?Remove Personal Information?Cancel Request to Remove Personal Information?Terms & ConditionsIncomplete ProfileYou need a complete profile before you can make applications. Would you like to complete your profile now?Incomplete ApplicationsYou have incomplete applications, view the application to completeApplyNothing yet!Profile Import OptionsLog In Only: Just log in and do not change my profile.Import and Keep: Import my profile and update matched sections. KEEP sections that do not match. Be sure to clean up any duplicates.Import and Delete: Import my profile and update matched sections. DELETE sections that do not match.

Hollard