Listing Reference: Listing Status: Open
Position Summary
Company: Capitec Bank Ltd
Industry: Banking and Insurance
Job Category: Insurance Claims, Customer Service
Location: Bellville, Western Cape, South Africa
Contract Type: Full-time
Remuneration: Competitive salary (market-related)
EE position: Yes
Closing Date: To be announced
Introduction Capitec Bank Ltd is looking for an energetic and self-motivated individual to join their team as an Insurance Claims Agent (Funeral Claims). This role is based in Bellville, Western Cape, and is ideal for candidates who have a passion for customer service in the banking and insurance sectors. If you have experience handling funeral insurance claims and want to be part of a dynamic financial institution, this opportunity is for you.
Capitec Bank is committed to diversity and employment equity, ensuring an inclusive workplace where employees can grow and thrive. This role provides an excellent chance to contribute to a leading financial institution while enhancing your professional career in claims administration.
Job Description The Insurance Claims Agent (Funeral Claims) will be responsible for processing insurance claims efficiently while ensuring top-tier client service. The role includes handling administrative tasks, liaising with key stakeholders, and ensuring compliance with relevant financial regulations.
The selected candidate must be able to effectively process client queries related to funeral claims, ensuring timely and accurate resolutions. Strong administrative and communication skills are required, along with knowledge of the insurance industry.
Ideal Candidate
- A highly motivated and customer-oriented individual
- Strong administrative and reporting abilities
- Good knowledge of funeral insurance claims processes
- Familiarity with South African financial regulations, including FAIS, FICA, POPI, and TCF principles
- Detail-oriented with strong problem-solving capabilities
- Ability to work under pressure and meet deadlines in a fast-paced environment
Role Responsibilities
- Administer and process all funeral insurance claims efficiently
- Handle insurance queries from clients and stakeholders
- Liaise with internal and external stakeholders to facilitate claims processing
- Ensure compliance with Treating Customers Fairly (TCF) principles
- Apply knowledge of Financial Intelligence Centre Act (FICA) and Protection of Personal Information Act (POPI) in all administrative duties
- Follow up on pending claims and provide status updates to clients
- Process sequestration and ad-hoc recovery-related queries
- Support team members with administrative duties as required
Skills & Attributes
- Strong communication skills (written and verbal)
- Excellent administration and reporting skills
- High attention to detail and accuracy
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Ability to manage multiple tasks and prioritize effectively
- Strong problem-solving abilities with a client-focused approach
- Professional and courteous manner when dealing with clients
Experience Required Minimum Requirements:
- 1-2 years of experience in a banking, insurance, or client service environment
- At least 1 year of experience specifically handling funeral insurance claims
Ideal Experience:
- Knowledge of Treating Customers Fairly (TCF) guidelines
- Experience with FICA, FAIS, and POPI Act compliance
- Understanding of insurance claims administration
- Familiarity with funeral insurance products and their claims procedures
Qualifications Required Minimum Qualification:
- Grade 12 National Certificate / Vocational
Preferred Qualification:
- National Diploma in a related field (Finance, Insurance, or Business Administration)
Employment Conditions
- Clear criminal and credit record is mandatory
- Must be willing to work in Bellville, Western Cape
- Must be legally eligible to work in South Africa
Why Join Capitec Bank?
- Opportunity to work in a leading South African banking institution
- Career growth opportunities in the financial and insurance sectors
- Work in a diverse and inclusive environment
- Gain experience in claims processing, administration, and customer service
- Competitive remuneration and employment benefits
Application Process To be part of Capitec Bank’s journey, follow these steps:
- Learn about Capitec Bank’s work culture by completing a short online assessment
- Once the assessment is completed, finalize your application by clicking the “Apply” button
Final Thoughts If you have experience in funeral claims processing, an eye for detail, and excellent customer service skills, this could be the perfect role for you. Capitec Bank Ltd offers an exciting work environment where employees are encouraged to grow and contribute to a leading banking institution.
Administrator (Regulatory Forex) at Capitec Bank
Listing Reference: Capitec Bank Administrator: Regulatory Forex
Listing Status: Open
Position Summary
Company: Capitec Bank Ltd
Industry: Banking & Financial Services
Job Category: Compliance & Regulatory Risk
Location: Sandton, Gauteng, South Africa
Contract Type: Permanent
Remuneration: Market-related
EE Position: No
Closing Date: To be confirmed
Introduction
Administrator (Regulatory Forex) at Capitec Bank Capitec Bank is one of South Africa’s leading financial institutions, continuously innovating to provide efficient and accessible banking solutions. The Administrator: Regulatory Forex position is a crucial role within the bank’s Forex Department, ensuring compliance with regulatory frameworks and mitigating risk exposure. This opportunity is ideal for individuals who are passionate about financial compliance, regulatory oversight, and risk management within the Forex sector.
Job Description
The Administrator: Regulatory Forex is responsible for supporting the minimization of risk in the Forex Department by overseeing compliance functions, particularly in relation to the Treasury Outsourcing Companies (TOC) model. The successful candidate will work closely with the Regulatory Specialist: Forex to identify and mitigate potential risk areas while ensuring adherence to local and international financial regulations. Additionally, this role involves managing administrative tasks related to compliance and risk functions in a professional and efficient manner.
Ideal Candidate
The ideal candidate for this role is a detail-oriented professional with experience in compliance review, auditing, or regulatory oversight within the financial services industry. They should have a keen understanding of financial legislation, risk management principles, and foreign exchange regulations. Strong organizational skills, attention to detail, and the ability to handle regulatory documentation are also key attributes.
Role Responsibilities
- Conduct oversight functions related to the Treasury Outsourcing Companies (TOC) model to ensure compliance with regulatory requirements
- Assist the Regulatory Specialist: Forex in identifying and mitigating risks related to foreign exchange operations
- Handle risk-related administrative queries efficiently and professionally
- Ensure compliance with key financial legislation, including:
- Financial Advisory and Intermediary Services Act (FAIS)
- Financial Intelligence Centre Act (FIC Act)
- Financial Markets Act (FMA)
- Monitor anti-money laundering (AML) and combating the financing of terrorism (CFT) compliance standards
- Maintain an up-to-date understanding of Customer Due Diligence (CDD) requirements
- Perform document control and regulatory reporting functions
- Support project coordination and compliance auditing tasks
- Ensure efficient office administration processes within the Forex Department
Skills & Attributes
- Attention to Detail – Ability to meticulously review compliance documents and identify potential risks
- Strong Communication Skills – Excellent written and verbal communication for regulatory reporting and correspondence
- Computer Literacy – Proficiency in MS Word, MS Excel, and MS Outlook
- Interpersonal & Relationship Management – Ability to collaborate effectively with internal and external stakeholders
- Planning & Organizing – Strong ability to manage time, prioritize tasks, and coordinate projects
Experience & Qualifications
Minimum Requirements:
- 1 – 2 years of compliance review or audit experience within the financial services or retail banking industry
- Grade 12 National Certificate/Vocational (Matric)
- Strong knowledge of financial regulatory frameworks and legislative requirements
Ideal Qualifications & Experience:
- Tertiary qualification in Risk and Compliance or Law (preferred)
- 1 – 2 years experience in a compliance or oversight function within a Forex or Treasury environment
- Previous experience in project coordination
- Knowledge of foreign exchange principles and cross-border remittances
- Compliance practitioner accreditation would be advantageous
Knowledge Requirements
- Strong understanding of financial regulations applicable to banks and Forex operations
- Expertise in AML and CFT standards
- Familiarity with regulatory risk management and document control
- Knowledge of regulatory reporting requirements
- Awareness of foreign exchange regulatory compliance
Conditions of Employment
- Clear criminal record
- Clear credit record
Why Join Capitec Bank?
Capitec Bank is committed to fostering a dynamic and compliant financial environment. By joining the Regulatory Forex team, candidates will have the opportunity to work with industry experts and develop their careers within one of South Africa’s most reputable banks. The bank offers a collaborative work culture, ongoing professional development opportunities, and a chance to play a pivotal role in ensuring regulatory compliance and minimizing risk exposure in the Forex Department.
How to Apply
Interested candidates who meet the minimum requirements are encouraged to submit their applications online through Capitec Bank’s official careers portal. Ensure that you have all supporting documents, including:
- Updated CV/Resume
- Certified copies of qualifications
- Relevant compliance accreditation (if applicable)
- Any additional supporting documents required by the recruitment team
Take advantage of this exciting opportunity to build a career in regulatory risk management within South Africa’s leading retail bank!
