Branch Manager Office Assistant
Resume:
PERSONAL INFORMATION
FIRST NAMES
Lina tsakane
SURNAME
Mokatse
NATIONALITY
South African
GENDER
Female
EE/AA
Black
LANGUAGES
English, pedi,Tsonga,Ndebele, Zulu,Afrikaans,Xhosa
ID NUMBER
EMAIL ADDRESS
**********@*****.***
DRIVERS LICENCE
In progress
CONTACT NUMBER
QUALIFICATIONS / EDUCATION
INSTITUTION
QUALIFICATION
DATE COMPLETED
Maleya High School
Completed Matric
1994
BMTC SA
Diploma Business Management
30- 01- 2001
African Bank
Certificate in Management Diversity
June 2001
African Bank
Certificate on Debit Order Loans & Eplan Accounts
Doing first year
OTHER SKILLS
·Teamwork skills.
·The ability to communicate with and gain the trust of people from a wide range of backgrounds.
·Organisational skills – able to organize tasks and responsibilities accordingly. Accomplishing tasks according to priority and leaving less important things for later. Know how to adjust my work schedule in cases of emergencies and other urgent matters.
·Managerial skills – able to implement rules and regulations. In addition, able to work well with staff as well as with the client that I'll be working with on a regular basis. Able to follow orders as well from attending clients.
·Able to do administration work
·Communication skills
·Ability to go extra mile and work under pressure
CAREER CHRONOLOGY
COMPANY NAME
POSITION
DATES
Bayport Financial Services
Branch Manager
17/11/2014 to 2015
Bayport Financial Services
Sales Manager
2016 to 2017
Bayport Financial Services
Financial Consultant
2018 to 2020
African bank
Branch Consultant
1/09/1996 to 2012
African bank
Branch Manager
2013 to 11/11/2014
EMPLOYMENT DETAILS
COMPANY : Bayport Financial Services
DATE : 17 November 2014
TITLE : Branch Manager
REASON FOR LEAVING : Relocation
ROLES & RESPONSIBILITIES :
·Set clear expectations, communicate and review weekly/monthly targets and required outcomes to all branch employees.
·Manage sales productivity on a daily, weekly and monthly basis to ensure the branch meet set targets.
·Supports and motivates the branch team to drive sales and service of all Bayport products.
·Manages the branch as a profit center, ensuring the appropriate balance of products sold, service and expenses.
·Ensure that customer returns are handled in line with company guidelines and converted into sales where possible.
·Ensure you recruit high calibre of employees in line with the recruitment policy.
·Effectively manage branch team by conducting performance appraisal, monitor employee attendance and handle disciplinary matters.
·Conduct formal and informal coaching, mentoring and discuss development plans with employees to fulfil business and employee goals.
·Ensure that staff adheres to processes, procedures and policies of the company.
·Provides training to staff in regard to operations and policies.
·Assists in ensuring that the branch is in compliance with legislation set forth by the National Credit Union Administration and Bayport policies.
·Ensure that all fraud related cases are reported to Forensics.
·Create and maintain a health and safety working environment for clients and employees by ensuring that the branch is compliant with health and safety regulations and company policies.
COMPANY : Bayport Financial Services
DATE : 2016 to 2020 May
TITLE : Financial Consultant to Sales Manager
REASON FOR LEAVING : Retrenchment
ROLES & RESPONSIBILITIES :
·Develop and manage a team of financial- and customer relations consultants to ensure that team sales targets and other team objectives are achieved.
·Maintain the branch operation in terms of manpower plan, growth and quality targets, cost management, arrears management, client service, compliance and audit requirements.
·Handles all client queries professionally, providing technical support. Identifies own and team members training needs and arranges training where necessary.
·Develops internal capabilities by supporting and coaching branch staff towards achievement of sales targets. Manages information regarding new products, rate changes, rulings, etc.
·Manages team members' performance and non-performance in line with performance management governance.
·Demonstrates and exhibits client-centric behavior.
·Ensures that compliance requirements are adhered to and deals with non-compliance issues pro-actively.
·Coaches/mentor and trains sales staff to ensure that sales targets are met.
·Providing financial education to clients, typing client contracts, doing office administration and sometimes performing receptionist duties, welcoming clients at the branch and assisting them in the required way, sending sms's to client through e-mail for collection, answering office phone and transferring to relevant person, monitoring morning meetings and delivering head office communication to the branch.
·Always willing to perform extra duties to gain more skills
COMPANY : African Bank
DATE : September 2004 - February 2012
TITLE : Branch Manager, Admin Controller, Snr Sales Consultant
REASON FOR LEAVING : Got better offer
ROLES & RESPONSIBILITIES :
·Driving branch operational and growth objectives in order to maximize profitability.
·Drive unique Capitec Bank client service experience, driving performance and service culture in the branch.
·Coach and energize team members, plan and implement marketing plans.
·Coordinate arrears and sales processes, coordinate branch administrative processes, providing excellent customer service, ensuring I listened to what customers wanted and met their needs.
·Working with other team members to ensure we worked as a team to meet our target goals before deadlines. Always available to assist clients and understanding those clients always come first.
·Helping client with the claim, doing with office admin and filing, e-mailing and faxing documents, took the opportunity to improve my IT skills to ensure my service was effective and sufficient. Gained skills of working better with other people such as communication skills and team work.
Admin Controller
·Take over the Branch Manager's responsibilities in the absence on the Branch Manager
·Make sure the arrears are followed up and are up to date
·Pay date Management
·Draft monthly reports and send them to the Regional manager
·Make appointments for the Sales manager at various companies
Senior Sales Concultant
·Meet monthly sales targets on all products.
·Meet collections and arrears targets in terms of lending products.
·Educate clients on responsible use of credit and effective money management.
·Establish new business pipeline through marketing, lead generation and tracking.
·Follow up on client leads to generate business.
·Escalate all unresolved client queries to Branch Manager
·Provide excellent client service and build sustainable relationships that enhances the Bayport brand.
·Ensure that all client needs are attended to when they come to the branch.
·Do field marketing in order to find new clients and generate business.
·Carry out a competitor research to keep up-to-date with competitor activities and possible opportunities. Capturing of data.
·Ensure that all reports and information required is submitted as per set deadlines.
·Assists in ensuring that the branch is in compliance with legislation set forth by the National Credit Union
·Administration and Bayport policies.
·Ensure that all processes and administration are actioned according to company guidelines and take corrective action to report and highlight all risk areas to the relevant stakeholders.
·Ensure that all fraud related cases are reported to Forensics
NAMES
POSITION
COMPANY
TELEPHONE
Sarah Phago
Bayport financial services Area Manager
Bayport Financial Services
Calvin Nemazivhanani
Bayport Financial Services Branch Manager
Bayport Financial Services
Zanele Mdluli
African Bank Area Manager
African Bank
EMPLOYMENT DETAILS
Contact this candidate