Agent: Deceased Client Support

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Date: 20 Mar 2026

Location: Milnerton, Western Cape, ZA

Company: Capitec Bank Ltd

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We're on the lookout for energetic, self-motivated individuals who share our passion for service in the banking industry. To be part of the journey, follow the steps below:

1. To see what life at Capitec is all about and complete a short assessment, please click here!

2.  Once you have completed the above finalize your application by clicking apply below

Purpose Statement

  • To ensure the efficient, compliant, and compassionate administration of deceased estates by managing the end‑to‑end estate process in line with legislative requirements, company policy, and service standards, while supporting executors, beneficiaries, and internal stakeholders during a sensitive time.  

Experience

  • Minimum:
    • At least 2 years’ experience in a contact centre environment assisting clients with the administration and queries regarding deceased estates. 

 

  • Ideal:
    • Liaise with the Master of the High Court regarding estate registration, queries, and approvals 

 

Qualifications (Minimum)

  • Grade 12 National Certificate / Vocational

Qualifications (Ideal or Preferred)

  • Diploma in Law

Knowledge

  • Minimum:

    • Relevant qualification or experience in banking, legal administration, estates, or financial services

      Knowledge of deceased estate legislation and processes (or willingness to upskill)

      Strong administrative and documentation management skills 

    • MS Office ( MS Word, MS Outlook and MS Excel)

 

  • Ideal:
    • Knowledge of Capitec Bank  Handover and CCS Status policy
    • Legal Collections processes / procedures
    • Debt Review processes / procedures

Skills

  • Communications Skills
  • Computer Literacy (MS Word, MS Excel, MS Outlook)
  • Analytical Skills
  • Business writing skills
  • Administration Skills
  • Planning, organising and coordination skills

Conditions of Employment

  • Clear criminal and credit record

Capitec is committed to diversity and, where feasible, all appointments will support the achievement of our employment equity goals.