4. Training and Development
Opportunities within SBSA
Temp and Perm Equal Opportunity
Training 6 Weeks
Assignment
Further Opportunities
Quarterly Performance Review
Monthly Rewards
Beyonce Rewards – Beyond
Excellence
Fraud Stop Rewards
5. Quest Staff
Requirements
Letter from Quest and Name Badge
AM introduce you to the TL on site
C# - Staff no
500# - required for all training
Windows Login – Operate the PC
Access to BDS and share drive
Training Manual for Project Back Scanning
6. Project E2E Private Banking
Job Spec
Computer Literate
SBSA Banking experience
Language – English
Collect files out of storage
Verify information on BDS
system
Indicate close or Open
Update on Spreadsheet
Required
7. Private Banking – Quest Staff
Close walking process
Hand holding process for first week
Suites – induction with training on first day
Prepare Boxes
1. Private Banking Scanning OPEN
2. Private Banking Scanning CLOSED LESS THAN 5 YRS
3. Private Banking Scanning CLOSED LONGER THAN 5 YRS
4. Private Banking Scanning HOME LOANS
8. Dress Code
Male
White shirt (clean and
properly ironed
Black or dark navy trousers
and belt
Black formal shoes
Clean shaven
No fashion piercing to be
worn
9. Dress Code
Female
White blouse with a collar and sleeves
Black or navy tailored pants or skirts
Matching, comfortable flat shoes
Hair and makeup – neat and presentable
Nails – clean and well-manicured
Discreet jewelry – limited to 2 earing per ear
No visible fashion piercing to be worn
11. Disciplinary Process
Disciplinary Code of Conduct
Incidents report from branch – violation of the code of conduct
Incident discussed with SBSA HR
Decision on action to be taken
Coaching / Counselling / Verbal / Written / Final Written
Kept on File Verbal 3 months / Written 6 months / Final 12
months
Suspension with full pay
Investigation
Notice to attend a Disciplinary Enquiry
Guilty not Guilty
Grievance procedure
12. Declaration
Family working at Standard Bank
You are required to disclose immediate family of an existing
employee of Standard Bank
Immediate Family – Spouse, parents, adoptive parents,
grandparents, children
13. Induction Pack - Forms
New folderDeclaration of Family.pdf
New folderDisciplinary Procedure.pdfNew folderGrievance
Procedure.pdf
......Local Market Standard BankDisciplinaryDisciplinary
action - Short of dismissal.doc
......Local Market Standard BankDisciplinaryDisciplinary code
and grievance procedure 2015.doc
New folderAM Contact Details.pdf
New folderDress Code.pdf
14. Thank you for Attending
Questions
Contact Details of Account Manager
Victor Theron
Cell 083 294 4559
Email victor@quest.co.za
Editor's Notes
Introduce yourself and go around the room for each person to introduce each other and get a background where they come from.
History of Standard Bank Forefront Tellers, 7 yrs relationship with Ques.
Introduce Admin Team
Lebo and Bonnie
Before going onto the next slide play a game:
Orange – tell me something about yourself, that no one else know
Green – last movie you watch
Red – stand on your chair and pull your nose
Yellow – shout our your name!!!
E2E Private Banking Back Scanning Project
Welma Operations Manager = Kay Lubbe Standard Project Manager
Account Manager Victor Theron = Team Leader Liezel Pretorius
Each Suite within Standard bank in South Africa, have a team of Account Manager / Team Leader and Clerical Assistant
So therefore your role as a Clerical Assistant should be seen as Important to Quest and Standard Bank
If we deliver this 100% correct,
Training – Tellers, Enquiries, and Service Consultants
Complete online assignment – on the job training
Once you have completed your assignment, and successfully completed.
Standard bank will sponsor you to embark on further training within the banking industry
Performers Review is completed every three months, based on
Completion of Assignment –
pass rate of 79 – 80 =1
Pass rate of 81 – 90 = 2
Pass rate of 01 – 100 = 3
Sales leads generated by the staff, and accuracy of staff members
5% error ratios = 3
6 -9 error ratio = 2
10 % error ratios = 1
Achieved =
79 – 80 % Partially achieved
81 – 87% Achieved
88% - 100% - Over achiever
Windows Login – sign on into the PC
C# allow you access into Standard Bank Enquiry platform
Access to the BDS platform – full Enquiry access
500# You will be asked to complete assignments on a weekly basis
Training manual will be provided on first day
Standard Private Banking Suite
Team Culture – highly focus and target driven, dont have much time for chatting. Daily hookups on progress of the team and the individual
Standard Bank need to upload information that is relevant to their Account Holders
Accounts that are Open or Closed (period less 5 years and longer), Home loans accounts
100% Accuracy is required of all involved
Daily verification on work and weekly reports from TL
Liezel will introduce you to her team Private Bankers
Show you around their office (restrooms, café, tea and coffee areas)
Parking for those that have their own vehicles
Access to the building - security
4 Boxes to be clearly marked
All document related to the box marked need to be placed inside the box
Sealed and mark for destination
UTI will collect on a daily basis the full boxes
This does not mean that Quest cannot place you in Standard Bank
Equal opportunity for all – no favoritism
