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Client Liaison Officer

Client Liaison Officer

Fidelity Services GroupRoodepoort, ZA
7 days ago
Job description

Job title : Client Liaison Officer

Job Location : Gauteng, Roodepoort Deadline : August 08, 2025 Quick Recommended Links

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The overall purpose of this position is to maintain the entire daily operation of the branches and to ensure all deposits has been verified in a balancing position and processed as per contractual agreement between the parties.

Specific Job Responsibilities :

  • Ensure all client queries are dealt with in a professional manner and timeously.
  • Ensure Incident reports are completed correctly and handled as required, including communication to clients where required.
  • Ensure client satisfaction is top priority in our line of business.
  • Ensure all daily reports and statistics are filed correctly.
  • Ensure that all relevant video footages pertaining to incidents are downloaded and saved.
  • Give positive or negative feedback to tellers with regards to processes after viewing video footages.
  • Recommend corrective actions to tellers if feedback is negative.
  • Advise management of flaws in teller processing.
  • Investigate all variances encountered during processing of clients deposits and client queries.
  • Provide feedback to clients where necessary.
  • Keep a thorough record of all counterfeit notes and send returns to head office as required.
  • Provide documentation and feedback to head office with regards to investigations and insurance claims when requested to do so.
  • Keep a proper record of all investigations.
  • Assist with ad hoc tasks.

    • Key Performance Areas (KPA’s)

  • Investigate all variances.
  • Report any irregularities to Management.
  • Ensure that all information on incident reports are correct.
  • Give clients constant feedback regarding queries.
  • Report any differences over R 200.00 to Branch Manager and if no manager to you Regional manager.
  • Report any faulty cameras and VSI’s to Branch Manager if no manager report any faulty equipment to Suppliers.
  • Handling of all queries, incident and initial investigation reports.
  • Ensure that all relevant documentation for investigations are complete and neat.
  • Ensure all incident reports and investigation documentation are filed correctly daily.
  • Ensure that all cameras are 100% operational and reported if found not to be operational.
  • Any other reasonable duties / instructions issued by Management.

    • Minimum Qualifications

  • Grade 12 or NQF Level 4 Certificate.
  • Registered Grade C PSIRA Certificate.
  • MS Office computer literacy (Word, Excel & Outlook)

    • Skills

  • Good interaction skills, bilingual, communication & negotiation skills.
  • Pleasant telephonic mannerism.
  • Portray a professional image.
  • Excellent administration skills.
  • Good writing & reporting skills.
  • Excellent time management.
  • Honest, reliable and trustworthy characteristics

    • Knowledge

  • Have knowledge and understanding of relevant legislation.
  • Minimum of 3 years experience in the specific working area.
  • Be proficient in MS Office programs.

    • Abilities

  • Must be a team player.
  • Must be honest and reliable, and of good health.
  • Willing to work long hours / overtime due to job requirements.

    • Deadline : 31st July,2025

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    Client Liaison Officer • Roodepoort, ZA