BULELWA JACOBS
Debtors Processing Clerk
Port Elizabeth
Summary
To work in an environment which encourages me to succeed and grow professionally where I can utilize my skills and knowledge appropriately.
Overview
15
15
years of professional experience
1
1
Certificate
Work History
Debtors Processing Clerk
Wheco Group Pty Ltd
07.2024 - Current
- Distributing credits from the bank to sales staff.
- Verifying payments against sales orders.
- Checking for combos or discounts and calculating percentage discounts.
- Ensuring pricing aligns with the pricing sheet on the website.
- Processing picking slips to the distribution centre.
- Monitoring grids for old, missed orders, and queries.
- Noting and submitting errors weekly.
- Receipting bank statements into Sage Evolution.
- Checking cash-ups, reconciling credit card batches, and following up on Competencies: Strong attention to detail, teamwork ability, clear communication under pressure.
Senior Sales Consultant
African Bank
12.2010 - 06.2022
- Sales Focus - Achieve customer growth, revenue and collections target.
- Meet and exceed individual activity metrics for all product lines.
- Meet, exceed and effectively execute on all Sales & Customer targets.
- Effectively execute the Banks sales strategy in respect of Product & Value (Cross Selling & Capital Take Up).
- Outbound calling to target both existing and prospective customers.
- Convert all sales opportunities received through inbound customer requests, lead generation initiatives and customer queries.
- Establish, develop and maintain business relationships with existing customers to generate new business.
- Participates in cross selling bank products.
- Maintain detailed tracking of pipeline management and of prospective customers.
- Set up in person visits, appointments and presentations, following up on leads.
- Conduct a professional financial needs analysis to make a needs based recommendation.
- Scheduling customer feedback for obtaining documents and progress updates.
- Adhere to Supervision requirements set out by Line Manager for all files.
- May prepare weekly, monthly and quarterly reporting and present results.
- Ensure effective Cash Management as and when required with appropriate approvals.
- Ensure effective management of Credit Card Administration & Fulfilment with approved authorization.
- Ensure accountability for your own results.
- Marketing Focus - Keep abreast of products and services, competitive activities, advertising and promotions, telemarketing and targeted customer initiatives.
- Participates in events that demonstrate support for the community and increase awareness for the Bank.
- Risk & Compliance Focus - Ensure deal quality is a premium by reviewing and completing product applications timously and accurately utilising all the necessary Bank tools and training (e.g. Fraudulent Indicator Identification).
- Comply with all policies/procedures related to all customer interactions.
- Ensure compliance with all regulatory requirements and the Banks compliance requirements.
- Ensure the reporting of certain incidents and instances required in terms of regulatory requirements(AML).
- Ensure the reporting of all fraudulent behaviour incidents and fraudulent transactions via the correct fraud and dishonesty reporting channels.
- Ensure effective execution of a “zero defect” prerogative in terms of the Banks Error Rate.
- Customer Service - Ensure compliance with the Banks Customer Service Standard and requirements.
- Ensure compliance with TCF principles.
- Ensure accountability for your own behaviours while helping team members engage with the Banks customers.
- Ensure you satisfy all the Banks customer’s financial needs and help them achieve their goals.
- Ensure accountability for application quality and turnaround times, creating value creation for the Banks Customers.
- Training & Development - Responsible for ensuring you receive on-going sales/service development as highlighted in your developmental/coaching plans.
- Responsible for 100% participation in and successful completion of mandatory training initiatives that have a bearing on your on-going value proposition to the Bank and the regulatory, statutory and compliance obligations of the Bank.
- Operational Activities - Responsible for ensuring compliance with all security and safety procedures, opening and closing procedures, camera surveillance where appropriate, emergency drill procedures and health and safety procedures and SOP’s.
- Perform other admin related duties as may be required by Management.
Education
Higher Certificate - Public Administration for Community Services
University of Fort Hare
01-2019
National Certificate - Management Assistant N5
Port Elizabeth College
01-2017
Matric - undefined
Motherwell High School
01-1999
Skills
Computer Literacy
Numeracy
Self management
People Management
Problem-solving
Attention to details
Strong communication skill
Customer Service
Teamwork
Creating reports
Filing systems
Document processing
Producing reports
Typing speed
Deadline oriented
ACHIEVEMENTS & AWARDS
Driving License code B, RE5
Community Service
IEC, Voting Officer Ward 58, 2024-05-29, 2024-05-29, Welcoming voters and managing the queue and showing them the relevant stations., Checking voters on a voters roll., Assisting counting officers.
Certification
RE5 Certificate
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Advanced (C1)
Xhosa
Bilingual or Proficient (C2)
Timeline
Debtors Processing Clerk
Wheco Group Pty Ltd
07.2024 - Current
RE5 Certificate
12-2019
Senior Sales Consultant
African Bank
12.2010 - 06.2022
National Certificate - Management Assistant N5
Port Elizabeth College
Matric - undefined
Motherwell High School
Higher Certificate - Public Administration for Community Services
University of Fort Hare