28 April 2015

Customer Service Jobs - Officer, Investor Services at Stanbic Bank ~ Ugandan Jobline Jobs



Organisation: Stanbic

Bank


Duty Station:  

Kampala, Uganda


Stanbic Bank Uganda Limited is a subsidiary of Stanbic Africa Holdings

Limited which is in turn owned by Standard Bank Group Limited (“the Group”),

Africa’s leading banking and financial services group. The Standard Bank Group

is the leading banking group focused on emerging markets. It is the largest

African banking group ranked by assets and earnings. Stanbic Bank Uganda

Limited is the largest bank in Uganda by assets and market capitalization. It

offers a full range of banking services through two business units; Personal

and Business Banking (PBB), and Corporate and Investment Banking (CIB).


Job Summary: The Officer,

Investor Services will deliver first class client service and advice to our

custody Investors and Intermediary clients in all interactions for transactional

enquiries, reporting requirements and other service-related issues. He /s she

will also deliver first class service against agreed service standards (SLA).

As a Service Partner, work together with Relationship Managers (RM),  Operations and other key internal

stakeholders to solve client issues, identify opportunities and deliver on new

initiatives. The incumbent will be tasked to build relationships and rapport

with all clients at the transactional / operational level. The Officer will

ensure that agreed service standards are maintained within their group and act

as the initial point of escalation. The job holder will actively contribute to

the delivery of key projects and internal initiatives.


Key Duties and

Responsibilities: 

  • Act as a primary point of contact for

    external clients for day-to-day account and transactional enquiries,

    reporting requests, discrepancy resolution and any other ad-hoc

    requirements

  • Maintain a professional image through all

    interaction and communication with clients,

  • Makes proactive calls to clients to build

    the relationship and ensure client satisfaction

  • Maintain updated Facility Bible

    highlighting key items in the Agreement including interest rate

    determination methodologies, applicable interest periods, repayment plans,

    Agreement milestones and checkpoints, reporting requirements, mandatory

    notifications and Agent Roles.

  • Create schedule of Facility and Fiscal

    Agent activities in compliance with the appropriate agreement.

  • Ensure compliance by all Finance parties

    with the Facility or Fiscal Agreement.

  • Schedule and implement periodic

    reconciliation process with Registrar, depository and/or the stock

    exchange to ensure up-to-date holdings.

  • Ensure accuracy and compliance for all

    Facility/Fiscal agency related payments – both inward and outward

  • Actively facilitate account opening for

    new clients

  • Ensures that all reportable incidents are

    reported within 48hours from the time of discovery.

  • Identifies opportunities to improve client

    efficiency, processes and overall team performance.

  • Ensures daily, weekly and monthly

    portfolio reconciliation is done as per agreed SLA.

  • Ensures that repatriations are done on due

    date to avoid unnecessary interest claims.

  • Ensures all Fees are collected within the

    stipulated timeframe as set out on the SLA and Custody Agreements.

  • Ensure service levels are maintained

    through timely and appropriate response to queries

  • Ensure that depositories (Uganda

    Securities Exchange) are updated with regard to Bonds where a principal

    payment has been made so that the holdings can be updated.

  • Ensure computation schedules are sent to

    borrowers to facilitate payments

  • Ensure follow up is made to the lenders to

    confirm settlement of funds is made.

  • Ensure review of Agreement and Pricing

    supplement with regard to next applicable rate is done on a regular basis.

  • Ensure that advice slips are sent to the

    participants, Lenders and other Custodians advising re-priced rate and

    advising what has been paid.

  • Ensure that after a Corporate Bond

    payments ensure WHT is recovered where applicable by the respective

    stakeholders.

  • Ensure that WHT Certificates to Custodians

    and Note holders are done timely                                          


Qualifications, Skills and

Experience: 

  • The ideal candidate for the Stanbic Bank

    Officer, Investor Services should hold a relevant University Qualification

  • Detailed working knowledge of Investor

    service Operations –Fiscal and Facility.

  • Past experience in Investor service

    Operations –Fiscal and Facility.


All candidates who wish to join the one of Africa’s biggest Banking

Groups, Standard Bank in the aforementioned capacity are encouraged to Apply

Online by visiting Link below.


Deadline: 30th April,

2015




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