personalized service and effective resolution. Assist customers with online banking, mobile banking, develop knowledge of banking products, services, and processes. Assist customers with account openings withdrawals, and inquiries. Communicate existing and new product information to clients. Adhere to banking regulations aspects of the bank's products including rewards. Contribute to a positive and productive work environment
personalized service and effective resolution. Assist customers with online banking, mobile banking, develop knowledge of banking products, services, and processes. Assist customers with account openings withdrawals, and inquiries. Communicate existing and new product information to clients. Adhere to banking regulations aspects of the bank's products including rewards. Contribute to a positive and productive work environment
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others.
product knowledge and related commission / fee payment
process withdrawals for clients daily.
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: the Financial Services Industry including basic product knowledge and related commission / fee payment validate and process withdrawals for clients daily. Assist with the opening of new accounts in line with business deposits received. Receive and process individual product provider commission statements relative to the manual commission payments. Query management - with product providers on queries and internal queries received
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: the Financial Services Industry including basic product knowledge and related commission / fee payment validate and process withdrawals for clients daily. Assist with the opening of new accounts in line with business deposits received. Receive and process individual product provider commission statements relative to the manual commission payments. Query management - with product providers on queries and internal queries received
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in deposits received Receive and process individual product provider commission statements relative to the professional services) Query management - with product providers on queries (including both commission Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in deposits received Receive and process individual product provider commission statements relative to the professional services) Query management - with product providers on queries (including both commission Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
grasp of all technical requirements in the Lutron product line
Development and maintenance of training
management of RMA processes
Technical and design assistance to dealers on Lutron lighting & shading projects
deliver exemplary customer service, as well as product/technical training for new Lutron dealers. Co-ordination grasp of all technical requirements in the Lutron product line
Crime Compliance Officer primary purpose is to assist with safeguarding the company by implementing and regulatory requirements, monitoring and assurance, assist in prevents financial crimes, and upholds the integrity Compliance programme, Policies and Risk Assessment. Assist with training and awareness. Provide reports to improvement. Risk Assessment: Assist with risk assessments of customers, products, and Legal Entities to determine compliance framework. Training and Awareness: ability to assist with designing training programs to educate employees