Administrator (Fusion Validations) open to new opportunities
Demonstrated experience with Customer service.
Demonstrated experience with Deal Closure.
Demonstrated experience with Sales.
Demonstrated experience with Analytical skills.
Demonstrated experience with Problem solving.
FNB
Credit Validation – Ensured the accuracy and regulatory compliance of credit applications by meticulously verifying customer information, supporting documentation, and alignment with internal credit policies and external regulatory standards.. Income Calculation – Applied advanced income assessment tools to evaluate client affordability and determine creditworthiness, supporting sound lending decisions for both new and existing accounts.. Salary Validation (SALVAL) - Conducted thorough salary verification processes to authenticate income sources and validate documentation, ensuring integrity and reliability in credit application assessments.
FNB
Handling Debit Order Reversals. Process customer requests to reverse unauthorized or disputed debit orders.. Explain the criteria for reversals (e.g., dispute timeframe, transaction type).. Log and escalate fraudulent debit orders where needed.. Processing Stop Orders. Assist customers in stopping debit order payments to specific service providers.. Ensure stops are set up with correct beneficiary and debit order details.. Customer Verification (KYC/Authentication). Verify the identity of the customer securely via chat (e.g., security questions, OTPs).. Ensure no unauthorized person is accessing the account.. Transferring customers to the relevant departments for assistance. Provide efficient and effective administration support to ensure the smooth running of a functional area. Resolve all customer queries efficiently, and within agreed timelines.. Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.. Comply with governance in terms of legislative and audit requirements.. Provide efficient and effective administration support to ensure accuracy in the functional area.. Manage own development to increase own competencies.
XALTIUS
Duties includes to be responsible to market, recommend Xaltius programs to its enquires, colleges, universities and facilitate maximum enrolments for company’s programs as outlined in the schedule.. To help expand brand awareness.. To provide with valuable marketing and sales resources.. To help grow Xaltius business faster.. To help Xaltius to reach new heights by expanding its reach to new markets.. To help build Xaltius online presence by promoting its products or services on social media platforms.. To help reach a large audience and attract new customers from all over the world.. To help build stronger relationships with potential clients and stakeholders.. To boost revenue and scale faster with a channel partner program.
FNB (Personal & Private Core Banking Operations)
Duties includes to manage cost and expenses within approved budget to achieve cost saving and cost reduction.. To provide efficient and effective administration support to ensure accuracy in the functional area.. Comply with governance in terms of legislative and audit requirements.. Rendering professional and personalised assistance to clients on all matters relating to switching of credit cards, accounts, home loans, vehicle finance and investments.. Resolve customer queries efficiently and within agreed time lines.. Leads identified converted into sales.. Contribute to overall effectiveness and success of the team.. Deliver on sales targets.. Meeting and exceeding customer expectations by providing excellent service.. Always comply with procedures and processes while preventing risks and losses.. Identify opportunities for revenue growth.
Sanlam sky
Duties included financial advisory along with a financial planning in line with the customer value proposition and treating customers fairly framework.. To work in allocated key accounts and allocated markets.. To offer customer service to Sanlam clients.. To arrange appointments with potential customers within Key Accounts and Allocated Markets.. To update and inform customers and clients of our new products.. To provide service and support to customers by finding out what their specific needs are.. To identify potential customers, satisfying their needs/wants and retaining customers by rendering with integrity ,responsible and effective services of high quality.
First national bank
Duties included leads identified converted into successful sales.. Educate customers on correct e Channel to maximize channel optimization and opportunities identified align to customer needs.. Connect with customers by living our brand promise of “how can we help you?” at all times.. Converse with customers in a way that they fully understand and provide them with helpful solutions and products based on their needs.. Always conduct myself in an ethical manner while adhering to the treating customer fairly principle in all that I do.. Resolve all customer queries efficiently and within agreed time lines.. Meeting set sales targets and service standards by providing exceptional customer experience.. Always comply with procedures and processes contained in the business guidelines while preventing risks and losses.. Rendering with integrity, responsible, effective service of high quality.. Maintain adaptability, flexibility and resilience to ever changing business and customer needs.
EOH
Provide first level support to users.. Logging 1st and 2nd line calls and resolving the calls for DOL users, adheres to telephone etiquette.. Maintains average calls and tickets logged per day.. Ensures user details is confirmed and updated where relevant on AD.. Ensures tickets logged are escalated to incident manager at least half an hour before expiry of SLA’s.. Ensures a first-time fix (FTF) ration of 60% of calls taken is maintained.. Ensures adherence to ticket quality standards.. Ensures correct call closure procedure is followed.. Maintains at all time high customer satisfaction ratio.. Assisting clients telephonically and using remote assistance.. Assisting company clients with all emails and internet problems, Logging EOH MSPS and ADHOC customer email calls and maintains average.. Reset user's password using AD.
National department of public works
Provide first level support to users.. Issuing access to users and maintaining access Control system.. Manage user accounts on active directory (reset and unlock passwords).. Configuring and maintain email accounts.. Provide Support and troubleshoot network, Hardware and software related problem.. Hardware maintenance, Software and Hardware upgrade.. Installing of new computers, connecting network and desktop Printer.. Regular Updates with inventory requirement of devices and computers Track and Eliminate Virus infections, network support and monitoring.. Work with Telephone Management Systems.. Provide face to face, telephonic and remote support to clients, Resolve logged tickets according to the service level agreement.
Diploma
High school or equivalent
Certificate
Certificate
Certificate, Cyber security for everyone
Certificate, Business analysis fundamentals
Thank you so much. How I typically collaborate with the team members to achieve set goals as a credit assessor, what I do on to the credit applications so that we can be able to assess them for credit worthiness and to see if the client qualifies, I collaborate with other team members like bankers, private bankers, and also affluent bankers so that we can speed up the process of that application and the client can get their credit assessed quickly by collaborating with them in terms of asking or getting the client's proof of income documents. So I liaise with bankers, informing them what is outstanding, if they need to, if I'm unable to reach the client, if they need to send the client some email and call them so that we can speed up the process and get the documents to assess them. So that is how, and also by getting those documents quickly, it speeds up the process and the queue, so because more applications will be worked on with the required documents. Thank you.
The challenging sales situation that I came across is when I was doing client switching, I had scored a client for a credit card and then the client did not qualify for that credit card and the client was not happy that we scored him, his credit score went down because of that score and the sale was not successful. So I managed to calm down the client and explain to him that we followed protocols and procedure. We had to score him for that credit card to see if he qualified so that we can work on that application. And then I apologized to the customer for any inconvenience caused by scoring him and his score went down. And then I also offered a customer some helpful tips on how to improve his credit score. So the customer was also happy with that. Thank you.
Good day. The time where I successfully identified customer needs and provided tailored solutions is when the client came to me and said he wanted to open an account immediately. With that account, he wanted a business account without registering for that business. So I looked at the options that we had and I offered the customer a sole proprietorship. So a sole proprietorship is a customer name and trading as the name of the business. So the customer was very happy that he was able to open an account immediately without a hassle, without going from pillar to post, and he managed to deposit the money. He had money that was due to come out from a trust fund, so he managed to deposit that money immediately and the customer was very happy that he got an excellent service. Thank you.
Good day, the time where I successfully identified a customer need is when a customer came to me and said he wanted to open a business account without registering for that business. So I looked at the options that we had and offered that client a sole proprietorship. So it was going to be a client trading as. And then the customer was very happy that I was able to assist him immediately without a hassle. He got what he wanted and he deposited the money immediately because he had the money from trust fund to deposit onto that account. Thank you.