Ensure mandates as submitted by branches are batched properly and arranged accordingly
To maintain proper documentation of released and submitted mandates
To ensure that request for reference suitability confirmation is responded to.
To make certain that requests for copies of customer documents and physical mandates are released to only authorize staff.
Filling of documents received from account service and branches
To monitor account at the branches and ensure that reports of any outstanding are sent to the braches daily
Periodic review of personal and SME accounts