 Networking and building long term client relationships  Conducting a comprehensive financial needs analysis  Provide financial advice and present appropriate solutions to meet their specific needs and financial goals  Offer clients (individual and corporate) access to sound financial planning through planning, advice and continued consulting

Reports on Parties Department  Issue and request bank codes  Load history note on BDS system in respect of any report issued or request  Recover revenue for service provided to customers  Maintain confidentiality of customer information at all times  Deal with irate, impatient or demanding customers (Good customer service) SARS Department  Issue Bank Cheque  Secure funds from incorrectly credited account-to credit the correct account  Issue account statements and contact details of customers to SARS (Look-up enquiries)  Home loan and VAF (Various statements)  Long-term statements (One year +) from various entities: Home loan VAF Diners Niche Department  Gather information on debits or credits of customer’s account on request  Print and issue account statements to customers on request  Trace copy credits (deposit slips) from image viewer on a specific transaction requested by customer Communications Department  Dispatching of faxes to SARS & M01(Online messages) to diverse departments  Capturing of Financial Transfers as per Private Banking clients, Account Executives (A.E) and Account Analysts (A.A) requests  Fully responsible for the Wage Payments Property Assessors Department  Verify & source information from the application & supporting documents  Accurately capture & process applications within SLA and audit requirements  Ensure that all applications meet the required credit procedures, policies and statutory regulations  Action valuation reports in work queue with Service Level Agreement at the right standard  Ensure that assessment progress is always updated  Ensure all received valuations reports are processed on the day of receipt  Ensure error rate is kept at a minimum  Process progress payments as per assessors reports

 Streamline the collection process in a dynamic, intuitive and flexible manner  To collect within set monthly targets  Capture important details of debtors on the system  Ensure promises to pay are made and kept by debtors  Regular follow-up on promises to pay broken recently  Ensure debtors know and understand the consequences of non-payments