CV, Client Services And Banking Consultant Targeting UK And M East

I am currently available for work
Serial No: 23167

Skills keywords: • customer service, accurate
Short Bio:

I aim to provide effective interpersonal communication, punctuality, dedication and all round performance in all the objectives set in any environment. I enjoy building relationships and function well on my own as well as in a team.

I have wide knowledge in the financial sector and learned a lot about client service which has taught me the skills to be client focused.

Current location: Pretoria South Africa - View on map
Nationality: South African
Preferred Sector of Employment:  Banking Insurance and Financial Services, Admin and Clerical
Spoken languages: English Afrikaans
Location I am interested in working: Anywhere

Current Studies

Management Principles part time at Unisa to enable me to study BCOM Charted Accountancy

Career Summary

Absa Business Enterprise Banking (BARCLAYS BANK)
Outbound Contact Centre Agent
July 2014 to current

• To insure all FICA documents and business certificates are correct(know your client)

• Account amendments

• Opening new credit facilities such as Overdraft, Credit Cards, Garage Cards

• Opening new Mortgage loans, Vehicle finance

• Drawing statements

Touch Granite
General Manager
June 2013 to 31 August 2013

• Managing staff

• Managing sites

• Overseeing day to day duties run smoothly

• Building relationships with clients and contractors

• Sourcing new contacts

Reason for leaving: Family business – seeking change

Absa Retail Banking (BARCLAYS BANK)
Customer Service & Host
June 2012 until May 2013

• Assisting clients

• Sales support

• Directing clients to the right departments

• Walking the cues

• Arranging team building and staff functions

• Reporting

• Customer forums

• Customer appreciation

• Complaint handling

• Staff forums

Assisting the branch manager and standing in for her when she is unavailable:

• Reporting

• Open and closing the branch

• Managing the staff

Reason for leaving: Opportunity in family business

Absa Financial Services Contact Centre (BARCLAYS BANK)
Client Service Consultant
May 2011 until June 2012

• Assisting clients with amendments & queries on their policies

• Cancellation of policies

• Problem solving

• Retaining clients

• Doing administration

• Sending documentation to clients

• Sorting out incoming faxes and e-mails and actioning clients requests.

Reason for leaving: Received a permanent position within Absa

Abilia Trading CC
December 2010 until May 2011

• Stock taking

• Book keeping

• Doing administration

Reason for leaving: Seeking growth opportunities

Standard Bank Investments
Sales Consultant
July 2010 until November 2010

• Selling new investments to clients

• Re-investing clients funds

• Doing administration

Reason for leaving: Retrenched

Standard Bank Vehicle and Asset Finance
Client Service Consultant
May 2010 until July 2010

• Assisting clients with queries and amendments

• Problem solving

• Doing administration

• Retaining clients

Reason for leaving: Better opportunities

Skills & Competencies

• Computer Literacy

• Inbound and outbound call centre

• Customer Service

• Investigation

• Ability to be patient and tolerant

• Detail conscious – Methodical, accurate, precise and Systematic

• Ability to maintain good relationships

• Ability to work well under pressure and meet deadlines

• Good interpersonal and communication skills

• Fica(Know Your Client)

• Sharia Banking & law

• Fatca compliance(Foreign Account Tax Compliance Act).

Inbound training & Certificates with Barclays Bank:

• Data Quality Management

• Occupational Health & Safety

• Business Continuity Management 2015

• Barclays way

• Conduct risk awareness

• Global information risk management

• Introduction to Banking fraud

• Code of Banking

• Conflict of interest

• Competition Act

• Information risk management programme

• Anti-money laundering

• Consumer Protection Act

• Treating Customers Fairly

• Data privacy

• Barclays financial crime 2015

• Sanctions 2015

• Money laundry 2015

• Anti-bribery & Corruption 2015

• Dealing with I-rate Clients