ALLISON JENEEN ADAMS
Bank Manager
Sandton
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
16
16
years of professional experience
2
2
years of post-secondary education
2
2
Languages
Work History
Service Consultant
Capitec Bank Pty Ltd
Durban
06.2007 - 04.2012
- Accurately and timeously gather and capture client information for loan approvals and conduct deposit/enquiry transactions
- Provide account services to customers by receiving deposits and loan payments, cashing cheques, issuing savings withdrawals, and recording night and mail deposits
- Maintain supply of cash and currency and turns in excess cash and mutilated currency to head teller.
- Discussed options with clients and determined appropriate plans.
- Provided information about service procedures and expected timelines.
- Documented payment details and personal information on customer accounts.
- Pleasantly greeted customers and asked open-ended questions to better determine needs.
- Maintained high customer satisfaction standards to meet or exceed targets.
- Followed up with customers to offer additional support and check resolution satisfaction.
- Suggested additional services to customers in order to meet upsell goals.
- Handled customer issues with confidence, using complex problem solving to provide effective resolution.
Branch Manager
Capitec Bank Pty Ltd
Gauteng
08.2016 - Current
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Assessed employee performance and developed improvement plans.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Engaged employees in business processes with positive motivational techniques.
- Examined customer loan applications for loan approvals and denials.
- Maintained friendly and professional customer interactions.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
- Resolved various issues impacting sales management and business operations.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Generated financial and operational reports to assist management with business strategy.
- Consulted customers to boost product sales and services.
- Boosted sales and customer loyalty through incentive programs.
- Implemented service improvements to enhance sales cycle.
- Launched new training program to boost employee skills and staff retention rate.
- Complied with regulatory guidelines and requirements.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
Assistant Branch Manager
Capitec Bank Pty Ltd
Durban
04.2012 - 04.2014
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Generated financial and operational reports to assist management with business strategy.
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- Reviewed credit applications for risk factors and credit worthiness.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
- Wrote and administered employee performance reviews to monitor customer service and personal sales of Number-member team.
- Maximized efficiency through effective resource allocation and employee management.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Supervised team of Number branch employees and made recommendations regarding performance evaluations.
- Analyzed, reduced and controlled expenses by improving resource allocation.
New Car Sales Representative
McCarthy Nissan Umhlanga
Durban
01.2016 - 07.2016
- Customer Service
- Overseeing test Drives
- Negotiating Trade in prices and use of persuasive selling to close deals on new Vehicles
- Coordinating of Finances through Finance Department
- Work as an individual and motivate self to meet expected targets and commission bands
- Capitec Abm/ Bmit and Branch Manager
- Drive Branch operational and growth objectives in order to maximize profitability
- Drive unique Capitec Bank client service experience
- Drive performance and service culture in branch
- Coach and energize team members
- Plan and implement marketing plans
- Coordinate and maintain sales processes
- Process/ procedural compliance (Risk Audits)
- Manage day to day operational functions of the office
- Liase with internal and external vendors
- Manage outbound calling
- Onboarding of new employees
- Client complaint management
- Retail/consumer service environment
- Business Processes(Marketing/Financial management/Human Resource Management)
- Negotiated purchase prices and explained sales, warranty, and optional products.
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
- Greeted customers on lot and in showroom to answer questions about brand and available inventory.
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
- Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.
- Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.
- Answered telephone and email inquiries from potential customers.
- Completed registration paperwork and sales documentation.
- Responded to customer enquiries via telephone and email.
- Prepared purchased vehicles and completed final delivery checks.
- Met customers on lot and in showroom to discuss available vehicles and options.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Listened to customer needs and desires to identify and recommend optimal products.
- Created inviting environment for customers by maintaining store organization and cleanliness.
Branch Manager in Training
Capitec Bank
Durban
05.2014 - 01.2016
- Gained strong leadership skills by managing projects from start to finish.
- Excellent communication skills, both verbal and written.
- Proved successful working within tight deadlines and a fast-paced environment.
- Strengthened communication skills through regular interactions with others.
- Developed and maintained courteous and effective working relationships.
- Organized and detail-oriented with a strong work ethic.
- Identified issues, analyzed information and provided solutions to problems.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
- Resolved problems, improved operations and provided exceptional service.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Education
Genman Level 5 4th Industrial revolutionary -
Cornerstone
10.2020 - 02.2022
Matric - undefined
Windsor secondary high
school
Diploma - Business Administration
Alison
12.2022 - 01.2023
Advanced Diploma - Legal Studies And Business
Alison
04.2023 - Current
Skills
and Competenciesundefined
Accomplishments
- References
- Company : Capitec Bank Ltd
- Name of Employee : Sharen Govender (Capitec bank Regional Manager)
- Contact Numbers : 084 811 6089
- Company : Capitec Bank
- Name of Employee : Merlissa Kroezen (Capitec Bank PA: Operations)
- Contact Numbers : 079 704 85 85
- Company : Capitec Bank
- Name of Employee : Jay D Joubert (Capitec Bank Regional
- Contact : 076 214 1623
Additional Information
- Own Car : Yes Driver’s License : Code 08 Availability : 1 Calendar Month
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
I make the most of all that comes and the least of all that goes.
Sara Teasdale
Timeline
Advanced Diploma - Legal Studies And Business
Alison
04.2023 - Current
Diploma - Business Administration
Alison
12.2022 - 01.2023
Genman Level 5 4th Industrial revolutionary -
Cornerstone
10.2020 - 02.2022
Branch Manager
Capitec Bank Pty Ltd
08.2016 - Current
New Car Sales Representative
McCarthy Nissan Umhlanga
01.2016 - 07.2016
Branch Manager in Training
Capitec Bank
05.2014 - 01.2016
Assistant Branch Manager
Capitec Bank Pty Ltd
04.2012 - 04.2014
Service Consultant
Capitec Bank Pty Ltd
06.2007 - 04.2012
Matric - undefined
Windsor secondary high
school
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