Charnè Leach
Positive & Proactive
East London
Summary
Dynamic professional with a robust background in customer interactions and service solutions, adept at fostering satisfaction and loyalty through exceptional conflict resolution, communication, and problem-solving skills. Renowned for reliability and a proactive approach to meeting customer and organizational goals, consistently delivering results through efficient and empathetic service. Versatile team collaborator skilled in adapting to evolving needs while effectively managing multiple tasks and projects with strong administrative capabilities. Empathetic leader excelling in understanding diverse perspectives and driving success through a commitment to excellence and continuous improvement.
Overview
29
29
years of professional experience
Work History
Medical Aid Broker
Executive Financial Services
07.2025 - Current
- Medical Aid Sales
- Administration
- Client Queries
Medical Aid Broker
NFB
East London
10.2019 - 02.2025
- Medical Aid Sales
- Administration
- Client Queries
- Left NFB to assist my partner with his business, however, financially could not sustain this
Personal Assistant
Willie du Plessis Financial Services
East London
10.2004 - 09.2019
- All aspects of Life Insurance, Investments and Medical Aid & Short Term Insurance
- Typing Letters to clients
- Filing
- Switchboard (when needed)
- Research for client portfolios
- Diary management
- Arranging functions (when necessary)
- Queries
- General Management of staff
- Assisting when needed on Short Term
- Left due to No growth and higher earning potential with NFB
Sales Support
Peoples Bank
10.1998 - 10.2002
- Drawing & actioning of reports for sales staff
- Typing of correspondence to clients
- Compiling sales figures & emailing to head office
- Resolving client queries
- In Branch training on all new products
- Displays in banking hall
- General assistant to manageress
- Decided to be a stay at home Mom
Financial Advisor
02.1998 - 09.1998
- Assisting clients to open savings and other accounts
- Conducting Interviews for Homeloans
- General advice
- Applied for a position within the branch
Enquiries clerk
Permanent Bank - Southernwood
10.1997 - 02.1998
- Customer queries
- Cheque book and credit card control
- Applied for a better position
Teller
Permanent Bank - Vincent Park
04.1997 - 07.1997
- Dealing with clients with regards to savings, cheque account withdrawals and deposits.
- Responsible for balancing of ATM's
- Applied for a better position - went on Maternity Leave
Switchboard Operator
Permanent Bank - Southernwood (Nedcor)
01.1997 - 04.1997
- Filing
- Controlling of busy switchboard
- Transferred to another branch - Better position
Education
Typing, Computer Practice, Communications, English, Afrikaans
Subjects Passed: Typing - Distinctions, Computer Practice, Communications, English, Afrikaans
Certificate in Wealth Management - Insurance
04.2001 -
Skills
Problem-solving skills
Effective leadership
Effective time management
Calendar coordination
Service excellence
Operational management
Sales proficiency
Supportive communication
Timeline
Medical Aid Broker - Executive Financial Services
07.2025 - Current
Medical Aid Broker - NFB
10.2019 - 02.2025
Personal Assistant - Willie du Plessis Financial Services
10.2004 - 09.2019
Inseta - NQF5 & RE5 - Certificate in Wealth Management, Insurance
04.2001 -
Sales Support - Peoples Bank
10.1998 - 10.2002
Financial Advisor -
02.1998 - 09.1998
Enquiries clerk - Permanent Bank - Southernwood
10.1997 - 02.1998
Teller - Permanent Bank - Vincent Park
04.1997 - 07.1997
Switchboard Operator - Permanent Bank - Southernwood (Nedcor)
01.1997 - 04.1997
East London Technical College - , Typing, Computer Practice, Communications, English, Afrikaans
Personal Information
- ID Number: 7612300006082
- Gender: Female
- Nationality: South African
Coursework
- Valuing Diversity
- Leadership Excellence Achievement Programme
- Superior Client Care
- Feelings 1,2,3
Qualifications
NQF5 & RE5
Wealth Management
Candidate Profile
Well presented, well spoken, professional candidate, Warm, friendly, positive personality, Confident, mature candidate who uses initiative and is willing to go the extra mile, Work well under pressure, Able to work without supervision
References
Willie du Plessis Financial Services
OWNER: Willie du Plessis - 083 231 5734
NFB Private Wealth Management
DIVISIONAL MANAGER: Leonie Schoeman - 082 820 8930
Debbie Jacobs - AGENT SOTHEBYS
Character Reference - 083 785 2200
Janine Nass - FRIEND
Character Reference - 082 386 8494
Hobbies & Interests
Cooking & Baking
Wildlife & Outdoors
League Dart Player
Entertaining