Shanteny Taylor

Dynamic professional with a proven track record at Old Mutual Finance, excelling in customer service and financial consulting. Demonstrated expertise in recordkeeping and file management, enhancing client satisfaction through personalized financial education. Adept at problem-solving and decision-making, fostering strong relationships and empowering clients to achieve their financial goals.

Administrator - Berg N Dal Heritage Farm - Gansbaai, South Africa

(2023-01)

• Established an organized filing system that streamlined document retrieval and reduced misplaced files.
• Communicating with guests on all platforms used by the company: WhatsApp, LekkeSlaap, Airbnb, email, and calls.

Temporary OCC Operator Surveillance - Theewaterskloof Municipality - Caledon, South Africa

(2021-09 - 2022-03)

• Maintained a safe working environment by enforcing strict adherence to safety guidelines and protocols.
• Operated various types of machinery, demonstrating versatility and adaptability in diverse work environments.
• Assisted in training new operators, sharing knowledge of best practices and promoting a culture of teamwork amongst peers.
• Maintained knowledge of industry policies and procedures to set up and operate equipment safely.
• Accurately documented all operational data, ensuring up-to-date records for review and analysis.

Financial Consultant - Old Mutual Finance - Caledon

(2017-04 - 2020-01)

• Increased client satisfaction by providing personalized financial education and investment recommendations.
• Seconds in charge when the Manager leaves the branch
• Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
• Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
• Expanded client base through targeted marketing efforts and referrals from satisfied customers.
• Educated clients on various investment options, empowering them to make informed decisions about their finances.

Host - Caledon Casino Hotel Spa and Entertainment - Caledon, South Africa

(2016-11 - 2017-11)

• Handled high-pressure situations with composure, effectively managing large parties or unexpected events during busy shifts.
• Provided exceptional customer service by attentively listening to guest needs and promptly addressing any concerns or issues.
• Enhanced customer satisfaction by promptly greeting and seating guests upon arrival.
• Answered customer questions about hours, seating, and menu information.

Swartberg Secondary