Client Liaison Officer

Client Liaison Officer
Fidelity Services Group
Pretoria, Gauteng


Posted 17 January 2021

Job Details

Job Description

The above position is vacant in Gauteng North Region (Hermanstad), reporting to the Gauteng North Regional Manager.


The overall purpose of the Regional Client Liaison Officers in Fidelity Cash Management Services Department is there to ensure that a consistently, high quality liaison is established between clients and Fidelity Cash Management Services in terms of variances and queries encountered during the processing and verification of all client deposits.


Minimum Requirements:

  • Matric (Grade 12)
  • Must be able to function in a stress full environment with daily challenges
  • Registered Grade C PSIRA Certificate
  • Exceptional MS Office computer literacy (Word, Excel & Outlook)
  • Excellent people management skills
  • Excellent time management skills
  • Industry experience required
  • Own transport and valid drivers license
  • Must be willing to travel
  • Clear criminal record

Key Performance Areas: (not totally inclusive):

  • Investigate all regional banking variances
  • Investigate all regional processing variances
  • Report any irregularities to Management
  • Ensure that all information on incident reports are correct
  • Give clients constant feedback regarding queries
  • Handling of all queries, incident and initial investigation reports
  • Any other reasonable duties/instructions issued by the Regional Manager
  • 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 completed and filed correctly
  • Ensure that all relevant video footages pertaining to incidents are downloaded and saved
  • Advise Management of flaws in teller processing
  • Investigate all variances encountered during processing of client deposits and client queries
  • Keep a proper record of all investigations
  • Assist with ad hoc tasks
  • Assist with relevant training
  • Assist with regional audits
  • Assist with regional appointments and payroll

Other personality attributes:

  • Must be able to multi task
  • A hands-on person with exceptional time management skills
  • Must be a team player
  • Must be honest and reliable, and of good health
  • Willing to work long hours/overtime due to job requirements
  • Good interaction skills, bilingual, communication & negotiation skills
  • Pleasant telephonic mannerism
  • Portray a professional image
  • Excellent administration skills
  • Good writing & reporting skills

We reserve the right not to make an appointment to any advertised position.

Whilst preference is given to existing employees at all times and the choice made purely on merit, Historically Disadvantaged Candidates and Disabled Candidates are encouraged and supported in the FSG team.

Fidelity Security Group (Pty) Ltd supports global fair practice and business ethics on continuous development of our human capital as the key resource to our success in the markets in which we participate.