A results driven person, with 18 years’ experience in the Banking Industry specialising in Relationship Management. Skilled at building relationships and having a positive, pleasant attitude has resulted in excellent networks held and being able to leverage off them to ‘get the job done’.
Honest & Trustworthy
Attention to Detail
Excellent Communication skills
Accurate and Cost conscious
Strong Organizational Skills
Able to motivate & inspire people
STANDARD BANK OF SOUTH AFRICA, Johannesburg
Executive Assistant, 07/2014 – 11/2018
Provide high-quality administrative and clerical assistance to top-level Executives.
Mailing Documents and letters
Extensive Diary Management for both internal and external meetings.
Manage the diary efficiently with a balance of meeting allocation and sufficient time for the manager to do their work.
Organise and Schedule Meetings including Room Bookings, arrange Access & Parking and handling of visitors/clients (drinks, refreshments etc)
Managing Office Operations (Desks, Aircons, Telephones etc)
Responsible for the purchase and management of stationery.
Organise and arrange all aspects of complex travel itineraries including meeting schedules/documentation – flights, accommodation, ground transportation, visas etc.
Continuous communication on all levels via email, conference calls, video conferencing or telephone conferencing.
Keeping departmental information up to date.
Finances – payment of accounts, expenses, claims, reconciliation, invoices and account payments.
Telephone Management including answering the telephone, responding to queries and screening of calls.
Communcation – Keep up to date with circulars, provide information on staff issues when appropriate, keeping communication channels open.
Presentations – Prepare and quality control (typing, binding and checking)
Typing – Preparation and sending letters, typing of reports and general correspondence
Letters/Email – Respond to letters/messages from Managers, Directors (internal) and clients.
Maintain Information – Update departmental documents e.g organisational charts, distribution lists.
Ad-Hoc Projects – Assist in entertainment/functions, organising conferences, project administration.
Private Banker, 04/2009 – 06/2014
To proactively promote a relationship-based offering through a primary point of contact, which meets client expectations by providing a personalized financial solution in line with the value proposition.
Establish one on one relationships with customers in assigned portfolio by delivering the expected level of service.
Ensure successful retention of existing customers in assigned portfolio by strengthening and expanding relationships.
Interact and build relationships with Business Banking Account Executives and CIB Corporate and Investment Banking Relationship Managers.
Assist with related queries where possible and facilitate when specialist advice is required.
Manage the “Cost of Sales” through evaluation of margins, cost of service and utilization of the multi-channel delivery strategies.
Manage customer migration onto electronic banking channels. Manage customer migration between segments and sub-segments of Private Banking.
Effectively attends to and monitors customer complaints on the portfolio, identifies root causes and addresses at source to prevent recurrence.
Communicates new product information to all customers.
Acquire new business for the Segment in line with customer value proposition.
Maximizes bank profitability and ensures value add to customers through cross selling specifically focused on wealth and lending opportunities.
Joins and supports business organizations that will assist in the acquisition of appropriate customers.
Measures tracks and manages sales targets and budgets for portfolio
Structures credit applications effectively focusing on high quality motivations
Advises customers on lending product selection, by recommending products to meet their specific needs.
Fulfil a training/coaching role through upskilling the Transactional Banker regarding their credit knowledge.
Restructure debt for efficiencies through debt consolidation, thereby bringing a customer’s asset base under one roof.
Establish a sound working relationship with Credit to ensure prompt turnaround times, accuracy and deadlines are adhered to.
Manage the timeous completion of annual credit reviews on the portfolio is.
Ensures complete disclosure to clients in terms of accreditation, service fees and commission in terms of FAIS.
Ensure that procedures laid down in Group Reference Guide are adhered to.
Ensure Code of Banking practice is adhered to.
Responsible for inspiring, motivating, leading, and managing the team.
Effectively delegates authority and responsibility, in line with business objectives.
Transactional Banker,09/2004 – 03/2009
Assisting the Private Banker to work with clients to help them make the right decisions with their accounts and explain the financial services on offer to them.
Providing a high level of service to portfolio of customer.
Resolving of all customer queries.
Action of referral report.
Motivating credit applications and attend to all credit related issues.
Assisting with sales on the portfolio.
Ensuring client’s records are in order and up to date.
Control of specific daily reports.
Managing client queries and capturing on Gijima.
Opening and closing of Accounts.
Customer problem resolution.
Manage Relationship Manager’s diary.
Ensure that procedures laid down in GRG are adhered to.
Build and maintain a co-operative working relationship with IPC.
Problem solving & planning.
Updating of all FICA details for customers in line with legislation
Action of EDD reports.
Teller/Enquries Clerk/Account Support Officer, 06/2000 – 08/2004
The roles above were all completed at the Bedford Gardens and Eastgate Branch of Standard Bank. Responsibilities included the below:
Fraud prevention where possible
Member of the Transformation Forum
Control of investment rollovers and reports.
Control of MasterCard applications.
Confirming of employment Implementing new systems and processes in branches.
Testing of the systems.
Training of staff on new systems.
Completing of process reports after implementing the system.
Customer problem resolution
Control of cheque books including handing out to clients
Serving clients on the counter.
Control of MasterCard’s.
Attending to client queries
EDUCATION & CREDENTIALS
Matric/Grade 12, Springs Girls High School, 1998
ADDITIONAL TRAINING & CERTIFICATIONS
National Certificate in Academy of Financial Markets (NQF 6)
Opening and Closing of Accounts
FAIS non-representative course
Shane Abrahams - 082-***-****
Frankie Seegers - 083-***-****
Matthew Campbell – 082-***-****
Natalie Dawson – 082-***-****
Lenro Meyer – 083-***-****