Client Services Risk Management
Resume:
Marvin Jacobs
Meredale
️ ********@*****.***
Languages
English
Afrikaans
Educational background
Grade 12- 2004
Eldorado Park Secondary School
National Certificate in Hotel Management 2005
Southwest Gauteng College
Hotel Management
University of Witwatersrand 2008
Skills
Microsoft Office
Knowledge of Practices and procedures, scheme rules and contractual negotiations, and legislation
Problem solving
Business writing
Communication
Numerical ability
Customer focus
System knowledge and applications
Career History
Medscheme Bonita’s Medical Scheme
September 2017- current
Agent: Broker Support
Accountabilities
Client services delivery and quality
Compliance and risk management
Define legal statutory and regulatory compliance
Financial management, assist with financial goals and Target’s
Operating model – process payments, document investigation, apply quality analysis checklist, provide accurate feedback, identify system constraints, and escalate accordingly, assist in other areas and ensure quality control targets are met. Meet delivery objectives, resolve operational performance and problems.
Operational implementation of strategy-updated with operational changes, meet operational quality standards and departmental priorities.
Perform define operational best practice, implement continues delivery.
Operational leadership- personal performance and policies in accordance with standards and objectives
Engage in development coaching and mentoring, support transformation. Align with Afrocentric values.
Stakeholder management-maintain successful customer and stakeholder relations, address complaints in alignment with policy and procedures.
First National Bank
2016-2017
KYC (Know Your Customer) Administrator
Accountabilities
Verify customer’s identities and intentions
Identify banking transaction patterns
Pinpoint suspicious transactions like money laundering and terrorist financing
Reporting irregularities
Evaluating new account documentation
Reviewing policies and procedures.
Reason for leaving: Contract position
Absa Barclays
2013-2015
Fund administrator
Accountabilities
Disinvestment and investment of funds
Payment and transfer of different claims
Preparing of monthly and weekly claim reports
Obtaining information form members and beneficiaries
Debt claims resolutions
Preparation of recognitions of transfer (Rots)
Electronic payments
Members and consultants’ queries
Other admin duties
Preparation of trustee meeting packs and administration
Reason for leaving contract position
Private label Promotion
September 2012 – June 2013
Outbound sales agent
Accountabilities
Answer calls
Respond to customer enquiries
Resolve customer complaints
Provide product and service information
Update customer information
Process orders forms and applications
Route calls to appropriate resources
Follow up customer calls
Reason for leaving commission only
First national Bank
November 2011 – August 2012
Human resources administrator
Accountabilities
G4S (Reds)Checks for new employees
Travel bookings for associations
Calculation of leave medical aid package and other benefits
Resolve official queries
Process employee resignations, recruitments, retirements,
Retrenchments, maternity leave and ensuring documents are submitted.
Reason for leaving contract position
Momentum
December 2009 – February 2011
Fund administrator – Pension and Provident Fund
Accountabilities
Scanning and indexing of claims
Assessing of claims
Withdrawal and payment of claims
General office administration
Telephone queries
Reason for leaving contract position
South seas resorts – USA, Florida
December 2008 – November 2009
Chef ambassador
Front line cooking
Mis en place
Banqueting
A la carte
Preparation of food for all relevant functions and conferences.
Reason for leaving: One year student visa
Johannesburg Country Club
June 2006 – November 2008
Pastry chef
Banqueting chef, hot foods and cold foods
Weekly stock taking
Barman
Reason for leaving left for Florida, USA
References
First National Bank
Absa Barclays
Muriel Williams
️011 846-3658
Private Label Promotions
Ronette Pillay
First National Bank
Petunia May
Momentum
Moipone Leshoro
South Seas Resorts, Florida USA
Recommendation Letter
Johannesburg Country Club
Contact this candidate