Customer Service High School
Resume:
curriculum vitae
Samantha Solomons
PERSONAL INFORMATION
Surname
Solomons
First Names
Samantha Miriam
Title
Miss
Other Names
Known as
Sam
Residential Address
** ******* ******, *******, Humansdorp
Telephone
Nationality
South African
Identity Number
Passport Number
n/a
Date of Birth
21 February 1989
Place of Birth
Humansdorp
Driver’s License
In Progress
Language
Afrikaans, English
SCHOOL / COLLEGE EDUCATION
Establishment
Humansdorp Secondary High School
Date Awarded
December 2007
Certificate obtained
National Senior Certificate
Country
South Africa
Regulatory Body
Department of Education
Student #
Subjects Passed
Afrikaans First Language, English Second Language, Geography, Biology, Business Economics, Mathematics
FURTHER EDUCATION
Date
Certificate/Diploma Obtained
Establishment
Country
NQF Credit
2021
RE5 Regulatory Examination: Representatives in all Categories of FSPs
Moonstone
South Africa
Unknown
2021
Bookkeeping Basics
Intuit
South Africa
Unknown
2010
Certificate in office Administration
Varsity@ Bay
South Africa
Unknown
SKILLS DEVELOPMENT TRAINING
Date
Certificate/Diploma Obtained
Establishment
Country
NQF Credit
2021
Customer Service
Integrity Academy
South Africa
4.5
2021
Telephone Etiquette
Integrity Academy
South Africa
4.5
2021
Time Management
Integrity Academy
South Africa
Unknown
2022
Efficient Email Management
LinkedIn Learning
South Africa
Unknown
2022
Google Calendar Essential Training
LinkedIn Learning
South Africa
Unknown
2022
Phone-Based Customer Service
LinkedIn Learning
South Africa
Unknown
2022
Project Management Foundations: Requirements
LinkedIn Learning
South Africa
Unknown
CONTINUOUS PROFESSIONAL DEVELOPMENT
Date
Certificate/Diploma Obtained
Establishment
Country
NQF Credit
2021
Money Laundering Legislation and the implications for Accountable Institutions (FICA)
Integrity Academy
South Africa
4.5
2022
Forex Investments
Integrity Academy
South Africa
8.5
2022
Protection of Personal Information Act (POPIA) and GDPR
Integrity Academy
South Africa
5
2022
Collective Investments
Integrity Academy
South Africa
9
2022
Financial Statements in a Business Environment
Integrity Academy
South Africa
7
COMPUTER LITERACY
Type
Program
Level of Experience
Software Packages
Microsoft Office
Advanced
MT4, MT5 (Metaquotes Trading Platform)
User
Advanced
EMPLOYMENT HISTORY
Employed from
2018 – Current
Company Name
IFX BROKERS HOLDINGS (PTY) LTD
(www.ifxbrokers.com)
Country
South Africa
Industry
Financial Services
Regulatory Body
Financial Sector Conduct Authority
Location
Jeffreys Bay
Position Held
Financial Administrator
Key Responsibilities
Process Client Withdrawal record
Provide support to CFO on Financial Matters
Financial Filing and document management
Payment Provider management
Manage various Data sources
Uploading statements to Xero
Compiling daily and monthly reports
References
Ms Lelanie Fouche
Capacity: Operations Manager
Contact No: +27-42-940-****
EMPLOYMENT HISTORY
Employed from
2018 – 2020
Company Name
IFX BROKERS HOLDINGS (PTY) LTD
(www.ifxbrokers.com)
Country
South Africa
Industry
Financial Services
Regulatory Body
Financial Sector Conduct Authority
Location
Jeffreys Bay
Position Held
Account Manager
Key Responsibilities
Verification and approval of new clients
3rd party KYC Verification
Communication and support of post-approval
Full function post-approval
Document Management
Client folder management
Document management
Answering application-related calls
Telephonic and electronic application management
Manage and resolve customer queries
Answering emails
Ensuring prompt and efficient response to queries
Dealing in a professional manner with compliments and complaints
Compiling Daily, weekly & monthly Reporting
References
Ms Lelanie Fouche
Capacity: Operations Manager
Contact No: +27-42-940-****
EMPLOYMENT HISTORY
Employed from
2012 - 2015
Company Name
Nedbank
Location
Humansdorp
Position Held
Teller / Enquiries
Key Responsibilities
Authenticate clients and transactions.
Prevent fraud, risks, and losses.
Mitigate risks and meet legislative requirements.
Provide client service and meet identified client needs.
Issue VISA application letters based on client requests.
Comply with risk standards and take corrective action.
Minimise losses and ensure corrective action is taken as per procedure and policy.
Balance and secure branch stock holding.
Contribute to a culture of transformation by participating in Nedbank culture-building initiatives, business strategy, and CSI.
Stay abreast of developments in the field of expertise, ensuring personal and professional growth.
Seek opportunities to improve business processes and systems.
Act as brand ambassador.
Add value to Nedbank by supporting the implementation of new processes, policies and systems.
Deliver on identified client needs and requirements.
Build and maintain client relationships.
Educate and converse with clients by informing them of alternative self-service channels that will be cost-effective, time-saving and convenient.
Create synergetic internal relationships.
Identify quality sales leads and enable cross-selling (without advising).
Meet client information needs and facilitate the processing of sales.
Ensure client service and avoid destruction of aged stock and costs associated with reprinting and issuing.
Reach individual and branch usage (touchpoints) targets.
Remain current and stay abreast of Nedbank risk and compliance requirements.
Understand and embrace the Nedbank vision and values, leading by example.
References
Miss Nesta Terblance
Capacity: Manager
Contact No: +27-42-200-****
EMPLOYMENT HISTORY
Employed from
2010 - 2012
Company Name
ABSA
Location
Humansdorp
Position Held
Teller Temp
Key Responsibilities
Balance, control and manage the cash float
Dispense and receive physical cash cheques traveller checks drafts and other financial instruments
Process and cash cheques presented by customers for deposit or playout
Identifying account details and other prescribed controls
Capture transactions on bank system
Resolve customer queries
Report customer complaints
Manage security items
Maintain applicable registers
References
Miss Mariena O’Niel
Capacity: Manager
Contact: +27-42-200-****
I, SAMANTHA MIRIAM SOLOMONS, confirm that the information herein contained is correct and a true reflection of my work experience and education records.
Contact this candidate