Monitor cheque collections as central PIC, ensuring cheques are banked timely; upload bank-in slips to OneDrive, update trackers, and follow up with Branch Managers/PICs for BIS uploads and dating. Escalate rejected cheques to clients.
Follow up with branches on same-day Cheque Host Receipts, verify accuracy, and maintain records.
Escalate mishandling quotations to Branch Managers for acknowledgment, notify bankers, and key details into the summary tracker (daily tasks).
Escalate CIT & TE-bag requests via email to branches and update clients accordingly.
Prepare clearances for bankers/retail clients entering safeguards: key into iTop, follow up with HR/NSC for approvals, escalate to Branch Managers, and respond to clients.
Create tickets for all received complaints and resolve promptly.
Update and prepare reports as required by superiors.
Maintain and email updated contact lists for bankers on a half-yearly basis.
Assist with any ad-hoc assignments from superiors.