Bank Clerk

Key Requirements

• Diploma or Degree in Banking & Finance, Accounting, Business Administration, or a related field.
• Current or recent experience in a banking, financial services, credit, or administrative environment.
• Strong understanding of banking documentation, record keeping, and standard financial procedures.
• Experience working with confidential financial and personal information in a professional environment.
• Good knowledge of compliance, KYC, and documentation requirements within financial services.
• Strong attention to detail with the ability to identify errors, missing information, and discrepancies.
• Proficiency in Microsoft Office, particularly Word, Excel, and Outlook.
• Good written and verbal communication skills, with the ability to work effectively with clients and colleagues.

Key Responsibilities

• Prepare, process, and verify loan and credit documentation according to established procedures and compliance requirements.
• Ensure client files are complete, accurate, properly formatted, and supported by the required documentation.
• Maintain well-organised physical and electronic filing systems for financial and client records.
• Capture, verify, and update client information accurately during loan and credit application processes.
• Communicate with clients to obtain outstanding documents, clarify information, and resolve documentation discrepancies.
• Assist with audits, compliance reviews, and internal checks by ensuring relevant files and records are readily available.
• Handle confidential financial and personal information securely and maintain appropriate levels of data privacy.
• Escalate incomplete applications, documentation errors, and other discrepancies to the relevant supervisor for review.
• Provide general clerical and administrative support to the assigned department as required.
• Ensure all daily administrative and credit-related tasks are completed accurately and within required timeframes.

Key Skills

• Credit and loan administration skills.
• Banking documentation and processing.
• Data capturing and verification.
• Microsoft Word, Excel, and Outlook proficiency.
• Filing and records management.
• Attention to detail and accuracy.
• Compliance and KYC awareness.
• Confidentiality and information handling.
• Written and verbal communication.
• Customer service and interpersonal skills.
• Time management and organisation.
• Problem-solving and discrepancy identification.

Qualifications

• Diploma or Degree in Banking & Finance, Accounting, Business Administration, or a related field.
• Previous banking or financial services experience.
• Experience with loan processing, credit administration, or financial documentation is advantageous.
• Exposure to KYC, compliance, auditing, or regulatory documentation is beneficial.

How to Apply

Apply using the following link: https://www.recruitmentmattersafrica.com/careers/?job_id=z5G7h3l6a1kMvyS65NP3czD4cBywq_tqXZdblPScGSk=