Priscilla Meyer
F&I
Talent
Pretoria, GautengMember since August 12, 2026
BMW Financial ServicesSalesEmployee Training
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BMW Financial ServicesSalesEmployee Training
About
Reconciling of files Reconciling of Salaries Reconciling of accounts
Experience
F&I - Auto Integrity Finance - Pretoria
(2015-03)
- Reconciling of files
- Reconciling of Salaries
- Reconciling of accounts
- Processing accounts, incoming and outgoing payments
- Charge expenses to accounts and cost centers
- Paying vendors and monitoring discounts opportunities
- Dealing with clients
- Providing ongoing support to staff
- Motivation of staff
- Maintain electronic and paper records
- Handle policy renewals
- Help policyholder with claims
- Applying for credit and arranging best possible finance terms for clients
- Agent for various financial institutions, BMW Financial Services, Wesbank, Nedbank and signing contracts with client on their behalf
- Completing a risk analyses
- Conducting a in-depth review of the clients' financial situation and establishing affordability
- Analyzing information and preparing plans best suited to individual clients' needs
- Researching the marketplace for new and improved products
- Offer the best possible insurance products that will suite the customer needs
- Explain the features of various policies and contract terms conditions
- Communicating with service providers and other professionals
Education
Matric - Brainline Junior University (2003 - 2003)
NQF Level 4 - F&I Business School (2020-03 - 2020-03) Pretoria
National Credit Act - F&I Business School (2018-08 - 2018-08) Pretoria
RE5 - FSB Regulatory Examination Representatives in all Categories of FSPs - F&I Business School (2020-03 - 2020-03) Pretoria
Skills
F&I
