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.
