Annah Boitumelo Tshidi

I have 14 years of professional experience in the banking industry, during which time I have held several roles. Teller, Enquiries Clerk, Treasury Custodian, Service Consultant, and Universal Banker are all positions available. I am a dependable, resourceful, and industrious individual with a flexible work style. A problem solver who strives for superior results. I am an excellent analyst and strategic planner.

Universal Banker - Standard Bank

(2019-08)

Responsible for Cross-selling the products to new and old customers in creation of daily sales

• Opened and closed accounts in support of bank goals and objectives.
• Promoted credit cards available through the financial industry upsold banking services to current and potential customers processed
• Posted various loan payments, recorded information in the database and issued a receipt confirming the transaction
• Recruit new customers
• Convinced a customer to apply for a loan (R100 000) and cross-sell a funeral plan for her family.

Service Consultant - Standard Bank

(2014-06 - 2018-04)

Experienced in customer services where some of my duties incudes claims

• Reviewed and made changes to customers' accounts gathered
• Captured clients' information and to amendments
• Solved customers' queries
• Assisted with funeral claims
• Amended society and business accounts' information
• Managed to trace back customers funds as was deposited on to the wrong account

Bank Enquiries Clerk - Standard Bank

(2010-04 - 2014-06)

• Responded to enquiries about problems and providing advice
• Assisted to issue cards, pin and transfers
• Backoffice work (frontline support)
• Did reports and re-route cards to other branches
• Received cheque books and credits cards from courier
• Makes sure filling was done correctly and no complains from customers as cheques books ands credits were balanced on daily basis.

Bank Teller - Standard Bank

(2007-05 - 2010-02)

• Served customers by completing different account transactions
• Assisted business customers with large deposit
• Assisted with withdrawals and cash cheques
• Made sure we not over limit
• Counted tellers' cash and balance treasury
• I was balancing my till and the treasury on daily basis

Matric - Botlhabelo High School (1995)

NQF LEVEL 5 - Cornerstone (2021-01-01)

Business Management Certificate - Orbit Brits College