Reshma Moodley

Checking all relevant CIS, CLC, Teller suspense, General Ledger, High Risk reports, investments and data etc. Balancing of accounts, checking of mandates and data of new & reopened accounts, attending to treasury, atm loadings, and general request and changes on customers' accounts etc. Accessing of safe custody boxes, checking and ordering of cash and foreign notes, authorising entries and teller transactions, supervision of back office staff.

Administrator - FNB KLOOF

(4712-12-31)

• Checking all relevant CIS, CLC, Teller suspense, General Ledger, High Risk reports, investments and data etc.
• Balancing of accounts, checking of mandates and data of new & reopened accounts, attending to treasury, atm loadings, and general request and changes on customers' accounts etc.
• Accessing of safe custody boxes, checking and ordering of cash and foreign notes, authorising entries and teller transactions, supervision of back office staff.
• Checking new and reopened reports, branch scanning etc.
• Dealing with customer queries
• Management of costs
• Relieves operations manager
• EOS
• Relieves teller co-ordinator, frontline
• Icom, trade accounts, etc

Office Assistant - FNB KLOOF

(2008-04-01 - 2014-02-01)

• Attending to customers queries, changes of personal information
• Switchboard
• Checking of all data received and processed
• Closure of accounts, account transfers, stop order, debit orders
• Checking KYC and other supporting documents
• GPT Entries, stop payments, transfers
• ATM Custodian
• Creating IT3 certificates and bank statements
• General fax, written or e-mail requests by customers / staff
• Attending to distribution of all reports, branch e-mails, urgent spreading, attendance register, movement control book and sending mail to the branch operating centre.
• Typing of Visa and VAT letters, special clearances
• Attending to all branch trade accounts / payments
• Ordering of branch stationery – Buy-it
• Relief as service advisor and admin assistant

Financial Planner Assistant - FNB WESTVILLE - FINANCIAL PLANNER

(2007-08-01 - 2008-03-01)

• Attending to clients / customers at the bank, handing queries regarding accounts, and insurance policies, wills
• Processing of new business, policy servicing, diarising appointments, follow up of business / cases accepted
• Entering clients info using Biblife and AS400, worked with Hogan – retrieving account profiles etc.
• Policy schedules and general office administration

Wealth Administrator - FNB CORPORATE

(2006-12-01 - 2007-08-01)

• Attending to clients / customers at the bank, handing queries regarding accounts, and insurance policies, wills
• Processing of new business, policy servicing, diarising appointments, follow up of business / cases accepted
• Entering clients info using Biblife and AS400, worked with Hogan – retrieving account profiles etc.
• Policy schedules and general office administration

Financial Advisor - MOMENTUM / SAGE LIFE

(2006-09-01 - 2006-11-01)

• Marketing and sales of insurance, medical aid and short term products
• Diarise appointments and presentations
• Policy schedules and processing of all new business
• Follow up and general office admin
• Tracking of commission and acceptance of new business
• Working with leads and telesales

Financial Advisor Assistant - OLD MUTUAL

(2002-01-01 - 2006-08-01)

• Updating records, Filing, Diarise Appointments, Handling queries as well as quotations, New Business Submissions & Claims.
• Medical Aid – Liasing with clients and various companies with regards to their medical aid queries & the marketing of Medical Aids.