Bongani Msiza

* Responsible for all solicitation and acquisition of goods and services for all sections and departments at the US Consulate in Johannesburg.
* Understanding of internal business processes and processing procurement requests in accordance and compliance with US Federal Rules and Regulations, FAM, FAR, DOSAM ....etc
* Verifying that all procurement requests submitted from different sections are inclusive of all the required documents in order to process and finalise the request.
* Building capacity with requesting offices to guide them on how to properly submit a procurement request and how to draft and complete required documents, JOFOCs,
SOWs and Ratification packages.
* Review and analyze written quotes and evaluates proposals for acceptability and completeness.
* Responsible for liquidating issuance of imprest funds after making cash payments and purchases as an Occasional Money Holder.
* Responsible for the maintenance of government issued purchase card, transaction logs and purchase card reconciliations.
* Maintenance and updating of the Contract Tracker to ensure that renewals of contracts and subscriptions are done timeously, thereby avoiding unauthorised commitments.
* Responsible for compilation, updating and editing of procurement content that we use at our bi-annual "new-comer orientations" and procurement workshops.
* Collaborating with requesting offices to manage recurring contracts, subscriptions and BPAs in order to measure contractor's performance and service history.
* Liaise with internal customers in order to best understand and define their needs in order to guide them through the solicitation process.
* Providing guidance on the best contracting mechanisms to be used for purchases and services in order to obtain the best value for our contracts.
* Serving as a back-up receiving clerk and ensuring that goods received are in accordance with the purchase order.
* Maintaining a good working relationship with our local vendors in making sure that we obtain good value for our money and making sure that vendors obtain remuneration for the services they offer.
* Main the highest standard of ethics in the completion of all procurement duties.
* Harnessing of interpersonal skills in order to maintain a good working relationship with internal and external stakeholders.
* Active participation and involvement in the resolution of contract disputes, using alternative dispute resolution techniques.

• Maintenance of technical and financial records, in particular, the IDC Asset Register and supporting the Finance office as and when required, for example, audit support
• Support to sales, business development and marketing activities, including stock control and the production of appropriate IDC sales and marketing materials
• Conduct background research on potential clients to help align presentations, and showroom tours to address their needs, including new demos from EON Reality
• Work with sales (force) database to make first level follow ups on leads submitted / update Salesforce entries at the request of the Business Development team
• Organisational support in IDC events such as Industry Days and school visits and helping to create awareness on upcoming EON events, conferences and webinars
• Assist with the writing of client proposals, and maintain a template library of templates and case studies to ensure the efficient preparation of sales proposals and other marketing information to interested parties, including both clients and potential clients
• Coordinate the building of a vibrant Social media campaign, including new articles and their preparation from writing to posting
• Procurement of office equipment, assets, stationery, marketing collateral and consumables
• Engaging with suppliers and contractors to get insight on their pricing of goods and services and their quality of work and products
• Selection of suppliers and contractors that will be placed on our supplier's database for future request of goods and services
• Receiving stock - ensure that stock is received correctly and that it corresponds with the items on the invoice
• Management of the centre's assets and resources register with a value in excess of R40 000 000.00

• First time resolution of system and program incidents and errors experienced by the Service departments in carrying out their duties
• Handling of escalated management queries, which are of a high priority, in order to meet the client's expectations, requirements and needs
• Compiling, documenting and managing a database of system incidents and errors so that we can provide the necessary feedback to the Service departments
• Knowledge of the products, processes and procedures within the investment range in the Investo Product House
• Documenting of and thereafter notifying the Service departments of common errors identified in their work when processing transactions
• Coaching and developing service agents to assist them to avoid creating system errors when processing their transactions and also assisting them to best meet their turnaround times (Service Level Agreements)
• Collaborating with Service Departments, Learning & Development and Quality Assurance teams to populate and edit the internal Knowledge Tool to assist service agents in carrying out their duties

• Verification and authentication of all financial transactions performed by the service departments
• The processing of payments that have been verified and authenticated by using the Financial Accounting system, with a payment limit of R2 million per financial transaction
• Achievement of targets as set out by management: Quality rate, fraud and loss prevention and adherence to service level agreements
• Documenting of and thereafter notifying the Service departments of common errors identified in their work when processing financial transactions
• Notifying the Finance and Forensics department of processed claims that have an element of fraud for further investigation

• General Insurance Background; Long-term Insurance Act; Pension Fund Act; Regulation 28 of the Pension Fund Act; FICA and FAIS legislation; Treating Customers Fairly (TCF) regulation
• Product knowledge of different types of insurance policies; together with the knowledge of processes and procedures in dealing with client requests
• Providing clients with accurate and precise information on their investment contracts to enable them to make better decisions to suit their needs
• Resolving queries and dealing with client dissatisfactions adequately in order to turn their interaction with us into a satisfying experience
• Knowledge of e-mail and telephonic communication etiquette
• Effective coaching and training of new service agents coming into our department

• Assuming the responsibility for the efficient and time-effective securities document preparation
• Recording and updating the progress of drafted securities documents on our web based tracking program
• Record keeping and safe keeping of drafted legal, credit and securities documents received back from the credit managers
• Co-ordinating work between the credit department and the legal department into a single stream
• Informing and reminding the credit department of renewals on cessions and expired collateral documents
• Providing the credit department with the recommendation to load credit facilities..
• Business loans, overdrafts, guarantees...etc

• Firstline supervisor of the service consultants within the FNB Lynnwood branch
• Caring and growing of direct reports through providing means and ability and holding the team accountable for providing exceptional customer service
• It includes the responsibility of making sure that the service consultants adhere to the processes and procedures when carrying out their duties and to assist them with their duties by providing quality training and great leadership skills
• Conducting performance reviews for service agents in line with their respective KPIs/KPAs
• Placing agents who do not meet their service and sales targets on performance review so that we can work closely with them and assisting to excel in their duties
• Executing sales and service functions within the branch
• Educating our clients on the various products offered so that they could make informed decisions on their investment choices
• Guiding clients to make use of electronic based products to make their banking experience effective and simplified