Private Banker / Private Advisor - FNB Business and Corporate Banking
(2019-09)
Out of Supervision on the following Categories: 1.5, 1.3, 1.14, 1.17, 1.18, 1.20
- Improved customer relationship management with clients
- Finalization on new accounts entering relationship with the bank
- Doing account maintenance on all new business accounts
- Ensuring all queries has been actioned within time frame
- Handling all administration duties on Companies Assigned to me daily
- Deliver exceptional customer service that exceeds customer expectations
- Ensure growth of business portfolio by contacting client and leads
Private Banker Analyst - FNB Business and Corporate Banking
(2018-03 - 2019-09)
- Improved customer relationship management with clients
- Finalization on new accounts entering relationship with the bank
- Doing account maintenance on all new business accounts
- Ensuring all queries has been actioned within time frame
- Handling all administration duties on Companies Assigned to me daily
- Deliver exceptional customer service that exceeds customer expectations
- Ensure growth of business portfolio by contacting client and leads
Private Banker (Caretaking) - FNB Business and Corporate Banking
(2018-02 - 2019-03)
- Improved customer relationship management with clients
- Finalization on new accounts entering relationship with the bank
- Doing account maintenance on all new business accounts
- Ensuring all queries has been actioned within time frame
- Handling all administration duties on Companies Assigned to me daily
- Deliver exceptional customer service that exceeds customer expectations
- Ensure growth of business portfolio by contacting client and leads
Sales and Services Consultant (OBR) - FNB Business and Corporate Banking
(2014-02 - 2016-08)
- Strengthen client relationships through communication
- Ensure increase sales efficiencies
- Check & confirm quality accuracy of products
- Ensure all stock on the floor is accounted for
- Attending to daily administrative duties
- Servicing all walk in clients
- Managing all account queries
Business Advisor - FNB Kent Avenue
(2016-08 - 2018)
- Drive significant growth and profitability in the context of cost management
- Manage costs / expenses within approved budget to achieve cost efficiencies
- Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
- Manage existing clients and grow portfolio through making contact and generating leads
- Resolve all customer queries efficiently, and within agreed timelines
- Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets
- Maximise cross sell opportunities and strengthen client relationships
- Prepare business communication that is of a professional standard
- Ensure all communications with clients are professional, resulting in compliments
- Ensure client investigation deadlines are met and consultant keeps the client continually in the loop
- Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
- Comply with governance in terms of legislative and audit requirements
- Track, control and influence sales activities with the specific aim to increase sales efficiencies
- Ensure that all issues or feedback arising out of client contact be accurately recorded on the CRM system
- Manage own development to increase my own competencies
Teller - FNB Bryanston Branch
(2013-08 - 2014-02)
- Improved customer relationship management with clients
- Finalization on new accounts entering relationship with the bank
- Doing account maintenance on all new business accounts
- Ensuring all queries has been actioned within time frame
- Handling all administration duties on Companies Assigned to me daily
- Deliver exceptional customer service that exceeds customer expectations
- Ensure growth of business portfolio by contacting client and leads
