Post Job Free

Resume

Sign in

Financial Administrator Line Supervisor

Location:
Bethlehem, Free, South Africa
Posted:
July 26, 2021

Contact this candidate

Resume:

CV of Judith Williams

Education is the most powerful weapon which you can use to change the world – Nelson Mandela

840**********

****/**/**

Driver’s license: Code 08

South African

English and Afrikaans speaking

Resides in Paarl, Western Cape

No criminal records

Excellent health, non-smoker

Contact: 072*******

Facebook: Judith Williams

Email: adnwe5@r.postjobfree.com

EDUCATIONAL DETAILS

Secondary Education: Matriculated Voortrekker High School 2002

Subjects: English First Language, Afrikaans Second

Language, Mathematics, Business Economics,

Computer Typing, Hotel and Catering

Tertiary Education: Unisa and Milpark NQF 5 Certificate in Banking

Subjects: Business Communication 59%

Banking 54 %

Economics 57%

Accounting 59%

Business Management 56 %

Law 71%

REFERENCES:

Will be given on request

STRENGTHS

Administration, Financial Accounting ( keeping books), Management, Daily planning, Managing staff, Time management, adhering to and enforcing rules and regulations,* Microsoft intermediate skill level (word, excel and PowerPoint)* Pastel, Cims (cardinal broker) and Bulldozer (similar to Pastel)

EMPLOYMENT HISTORY

IBITS Internet

July 2018 – present

Debtors Clerk

Managing all billing for Ibits internet.

Collecting of premiums from the clients

Managing credits and receipts.

Managing all cancellations and refunds

Managing petty cash and reconcile spreadsheet

Managing all unpaid and clients in arrears (debt collecting function)

Setting up and maintaining spreadsheets

I work mostly with Bulldozer (Similar to Pastel) and Excel

I also manage Signup – Setting up new contracts for clients

HB BROKERS / PRO ADMIN

August 2015 – July 2018

Financial administrator / Administrator / PA

Pro Admin does the administration for 5 separate brokers. The position I hold entails managing the financials for the 5 brokers.

Collecting of premiums from the clients

Paying the premiums to the different insurance companies as well as paying the commission and fees to the brokers

Compiling summaries of commission and fees for brokers

Compiling summaries for the insurance companies

Compiling of financial tax certificates for the clients “regarding their insurance premiums”

Setting up and maintaining spreadsheet

I work mostly with CIMS and Microsoft Excel

I also do Secretarial / PA duties for the director of HB Brokers, Mr. Booyens. I do follow ups for the broker, I contact clients, set meetings, update his diary, register claims etc.

First National Bank

June 2014 – July 2015

Team Leader – Sales and Service – Nelspruit

The team leader is a first line supervisor of frontline team members. This involves the caring and growing of direct reports through providing means and ability and holding the team members accountable for providing exceptional customer service and maintaining process standards.

Sending out the “sales cash ups”

Monitoring the sales staff with regards to sales, opening of accounts, general performance

I have a team of 10 consultants reporting to me.

Doing the Performance reviews of all sales and collection officials – 10 staff

Assisting with driving service and service quality within the division

Coaching sales staff and driving sales with the division

Collecting stats for Big 3, OFV, cellphone banking etc. seeing where the downfall is and assisting and coaching staff to use the tools provided in order to achieve their goals.

First National Bank

April 2013 – June 2014

Customer Banker – Secunda

1.Manage a Portfolio of customers primarily from the Consumer middle segment, my

portfolio is for >R10mil

2.Maximise Business Portfolio cross sell opportunities and strengthen client

relationships

3. Achieve year on year Total Consumer Revenue Growth as per the Branch Financial

Performance Report for my Customer Portfolio

4. Manage existing clients and grow portfolio through making contact and generating

leads

5. Provision of an efficient administration service through careful and timeous

planning, reporting and updating of all related information

6. Convert identified leads into successful sales. Achieve individual targets as set

according to appropriate business area or sales plan

I was working with Secunda’s Business customers, the portfolio for under R10 Mil, making sure that the accounts were NASA’d and activated.

I also worked with credit and helping the Business Clients with credit facilities, I worked with Experian, Siebel and SharePoint and gained knowledge of business credit.

I have worked for FNB from 2006 until 2015, I worked as a teller, office assistant, Atm custodian, sales consultant, administrator, service advisor. I am multi skilled in FNB. I have learnt to be professional, accountable and responsible. I have been in a supervisor position within the bank since September 2012. I am a very service driven person, I believe in order to maintain a good customer base, and the key would be in rendering great customer service, going the extra mile for customers.

I am a very passionate person and loved volunteering . I have organized a number of fund-raising events. I find a great deal of pleasure in helping others.



Contact this candidate