Tanya Pauls

** **** ******* **** **** Gordon's Bay 7140

066-***-****

adcf1g@r.postjobfree.com

Skills Summary

My aim is to utilize all the resources provided by the company to achieve the best possible outcomes are reached. I am willing to learn new skills and adapt to change. I challenge myself to go above and beyond my job description in order to better myself to growth and do what is best for the company. I am proficient in the following areas:

Communication

Customer Service

Sales

Microsoft Office (namely; Word, Excel & Outlook) Skills & Attributes

Positive attitude and desire to learn

Detail oriented analytical mindset

Results-focused self-starter

Excellent interpersonal and communication skills

Developed organizational skills and ability to multitask Education

MATRIC/GRADE 12 2013

Passed with admission of bachelors.

REGULATORY EXAM (FAIS) 2017

I have passed my regulatory examination

Experience

Burgiss - 01/05/2018 - 28/02/2019

Junior Data Analyst

Duties included:

Detailed review and analysis of private capital partnership financial statements to accurately identify underlying investments and associated fundamentals

Become familiar with a wide variety of methodologies of fund manager reporting on fundamentals and their associated periods

Perform research on investments using web-based sources

Perform research and data entry in accordance with standards of accuracy and productivity

Contribute to other data-related projects and initiatives to serve organizational needs

Meet personal and team deadlines through collaboration with team members

Reason for Leaving – My mother became ill and I had to care for her

Reference - Eaton Cyster (Team Leader) 021-***-**** Nedbank - 01/05/2016 – 31/10/2017

Teller/Enquiries Consultant

Duties included:

Dealing with and resolving client queries regarding their bank accounts and bank changes

Handling cash deposits and withdrawals

Daily cash-ups

Ensure that clients are FICA verified and FICA the clients that are not

FICA Trust Accounts and clubs (for example, Stokvels)

Handling admin matters for my own clients, as well as the admin for the Small Business banker

Assist the Branch Manager with complaints

Assist Sales Team through Lead Generation, as well as opening profiles for new clients

Assist clients with all their digital needs and educating clients

I was also up for promotion to the position of banker (Sales)

Reason for Leaving – Relocation

Reference - Marilyn Williams (branch manager) 021-***-**** Branded Image - 01/11/2015 – 30/04/2016

Sales consultant

Duties included:

Dealing with corporate and promotional items

Drawing up quotations for clients

Sending invoices to clients and managing debtors 2

In charge of tenders for the Department of Health, Human Settlements, as well as work for Water Campaign and Samwumed

Finding new clients and servicing existing clients

Dealing with clients such as the Rhodes Food Group, PWC, Cape Nature, District Mail and JF Paints

Ensure that products were of the right quality, correct logos and item sizes, and pantones before going out to the clients

Reason for Leaving – Job offer from Nedbank

Reference -Tracey Watkins (owner) 021-***-****

WNS Global Services - 16/02/2015 – 27/10/2015

UK campaign called British Gas Residential

Customer Services Agent

Duties included:

Assisting clients with billing, enquiries, meter readings, payment plans and dispatching service agents

Cross selling any products sold by the company that the client may not have

Meet all KPI’s – minimum of 500 calls a month to get incentives – my average was 700 to 800 calls a month (Giving good service, to get good ratings and quality scoring)

Working with SAP to bill and gain or update client information

Identify client vulnerability and offer assistance plans provided by the company

Reason for leaving - Long hours and no transport provided for late working days

Reference - Raihaan Ludski (team leader) 074-***-**** Nedbank - 10/10/2014 – 14/02/2015

Banker Teller.

Duties included:

Handling deposits and withdrawals

Daily cash up

Reference - Bernard Richard (Team leader) 021-***-**** 3 Country Road Retail Store - 03/03/2014 – 27/08/2014

Sales consultant with weekly in store targets.

Duties included:

Relieve cashiers

Meet weekly store targets

Reference - Craig Du Plooy (manager) 021-***-**** Lorenzo Marx Coffee Bar - 15/11/2013 – 28/02/2014

Head waitress.

Duties included:

Manage stock within restaurant.

Stand in manager on Monday's.

Reference - Rigo (manager) 071-***-****

Nedbank - 25/01/2013 – 05/11/2013

3

Assistant to financial planner.

Duties included:

Data capturing

Doing weekly reports

Reference - Adil Kaldine (financial planner) 079-***-**** Awards and Acknowledgements

Customer Service Star Award

This was awarded to me for providing the best customer service within the Nedbank retail branch I was working for in the year 2017

4

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