Teller/Customer Service Rep. (Kingston & St. Catherine, Jamaica) - VM Group

 Teller/Customer Service Representative (Contract - Kingston & St. Catherine Region)

Summary

To maintain prompt and efficient customer service through accurate processing of transactions.

Details

DUTIES & RESPONSIBILITIES:

• Receive cash from customers and credit appropriate accounts and give change where necessary
• Check signatures and documentation necessary and where satisfactory make in respect of:
• Cash withdrawals from customers accounts up to allowable limit.
• Cheque withdrawals from customers’ accounts up to allowable limit.
• Cheques being cashed up to allowable limit.
• Freeze all cheques when applicable
• Prepare STRs and TTRs when required.
• Validate passbooks or related documents in respect to deposits and withdrawals.
• Prepare receipts and acknowledgments where applicable.
• Balance cash daily following the balancing procedure and prepare lodgment.
• Balance ABM machine when rostered.
• Ensure that all transaction are intact and sorted.
• Monitor cash in hand during work day. Transfer excess to Vault Teller or request cash from Vault Teller to satisfy deficiency.
• Ensure that lodgment and imprest are locked away in the cash safe each day.
• Responsible for the safe-keeping of the imprest.
• Hold key to cash pan.
• Sign local currency cheques up to allowable limit.
• Hold combination to vault.
• Sign for remittances received to be processed.
• Sign and date appropriate stamped section of covering letter/mortgage close from indicating that remittance have been processed.
• Rotation between areas as the need arises.

QUALIFICATION & EXPERIENCE:

• Bachelors of Science Degree from a recognized tertiary institution
• Zero to three (0 – 3) years’ working experience.

Application Deadline: Tuesday, May 31, 2022

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Teller/Customer Service Representative (Falmouth, Jamaica) - VM Group

 Teller/Customer Service Representative (Contract - Falmouth Branch)

Summary

To maintain prompt and efficient customer service through accurate processing of transactions.

Details

DUTIES & RESPONSIBILITIES:

• Receive cash from customers and credit appropriate accounts and give change where necessary
• Check signatures and documentation necessary and where satisfactory make in respect of:
• Cash withdrawals from customers accounts up to allowable limit.
• Cheque withdrawals from customers’ accounts up to allowable limit.
• Cheques being cashed up to allowable limit.
• Freeze all cheques when applicable
• Prepare STRs and TTRs when required.
• Validate passbooks or related documents in respect to deposits and withdrawals.
• Prepare receipts and acknowledgments where applicable.
• Balance cash daily following the balancing procedure and prepare lodgment.
• Balance ABM machine when rostered.
• Ensure that all transaction are intact and sorted.
• Monitor cash in hand during work day. Transfer excess to Vault Teller or request cash from Vault Teller to satisfy deficiency.
• Ensure that lodgment and imprest are locked away in the cash safe each day.
• Responsible for the safe-keeping of the imprest.
• Hold key to cash pan.
• Sign local currency cheques up to allowable limit.
• Hold combination to vault.
• Sign for remittances received to be processed.
• Sign and date appropriate stamped section of covering letter/mortgage close from indicating that remittance have been processed.
• Rotation between areas as the need arises.

QUALIFICATION & EXPERIENCE:

• Bachelors of Science Degree from a recognized tertiary institution
• Zero to three (0 – 3) years working experience.

Application Deadline Friday, May 13, 2022

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Wealth Adviser (Kingston, Jamaica) - VM Wealth Management

 Wealth Advisor (Victoria Mutual Wealth Management Limited)

Summary

To establish and maintain a profitable local client base by providing current and prospective clients with sound financial advice and solutions.

Details

• DUTIES & RESPONSIBILITIES:
• Provide financial advice to clients and prospects, aimed at building a profitable and diversified portfolio.
• Contribute to the revenue generation targets of the Business Development Unit through concentrated and focused business development activities including networking, cold-calling, prospecting and leads generation.
• Actively seek to build and manage a portfolio for clients, recommending from our suite of financial products and services in keeping with their individual risk profile, objectives and lifestyle.
• Build and maintain a profitable client base through active prospecting and relationship management, ensuring timely and constant communication is maintained at all times.
• Interview clients to obtain information required for financial planning. Analyzes information obtained and determines strategies to be employed in meeting clients' financial goals.
• Research and investigate available investment opportunities to determine suitability with financial plans and make recommendations accordingly.

QUALIFICATION & EXPERIENCE:

• B.Sc., Business Administration, Economics, Finance or any othe related field.
• Minimum of two (2) years’ sales and relationship management experience in the financial services industry.
• Licensed by the Financial Services Commission (FSC) or suitable candidate for licensing

KNOWLEDGE & COMPETENCIES:

• Excellent communication skills (written and oral).
• Ability to handle information in a confidential and professional manner.
• Proactive, action oriented and flexible, with good work attitude and interpersonal skills.
• Ability to plan and execute in a timely manner.
• Sound knowledge of the applicable laws governing the financial services industry.
• Strong analytical and negotiating skills.

Application Deadline Tuesday, October 20, 2020.

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