Job description
•Obtain mandates for all accounts opened at the branches weekly and from account services daily in line with SLA
•Ensure distinct files are maintained for branch and Accts Services File submission and database maintained on the system
•Compare receipt from branches to system reports and generate an exception report which must be circulated periodically
•Liaise with branches to ensure mandates are forwarded weekly
•Keep adequate records of all mandates received, ensure all mandates have checklist which itemizes file contents and register every mandate received
•To monitor account opening at the branches and ensure that reports of any outstanding are sent to the branches daily
•Coordinate and maintain document deficiency and put in place a tracking and escalation mechanism that advises and ensure branches update customer records
•Obtain mandates for all accounts opened at the branches weekly and from account services daily in line with SLA
•Ensure distinct files are maintained for branch and Accts Services File submission and database maintained on the system
•Compare receipt from branches to system reports and generate an exception report which must be circulated periodically
•Liaise with branches to ensure mandates are forwarded weekly
•Keep adequate records of all mandates received, ensure all mandates have checklist which itemizes file contents and register every mandate received
•To monitor account opening at the branches and ensure that reports of any outstanding are sent to the branches daily
•Coordinate and maintain document deficiency and put in place a tracking and escalation mechanism that advises and ensure branches update customer records
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