Davidene Jacobs

• answering of inbound calls to service customers:
• Listen to the client and asks appropriate questions and make an effort to understand the client’s needs/concerns/situation.
• Log and migrate interactions by following the stipulated process.
• Accurately capture, update or amend client information and history notes.
• Action all personal work list items within the agreed timeliness.
• Identify and action cross-sell and up-sell opportunities as required.
• Maintain the correct conversational flow during calls.
• Provide quality service to clients in order to fulfil their needs within the least amount of time.
• Resolve personal client for e.g. Segment, Transactional, Risk, Self Service and or Secured Lending sales and service-related queries (e.g., open investment accounts, etc.).

• Telesales Marketing
• Referral based calling for insurance cover for Platinum Life

• Do daily register for employees on site and daily talks on health and safety precautions
• Do daily risk assessments of site
• Do daily check of PPE, road signs for road works and barrigading for open trenches.
• Ensure complaint according to health and safety legislation
• Conduct Trench inspections for safety and risk assessments
• Report on daily activities for door to door sales marketing for Fibre installations

• Transfer data from paper formats into computer files and data base
• Create spreadsheets for all campuses and update as well receive and transfer to

database

• Check learner submissions of unit standards completed as per learning course
• Check learner information and documentation for filing
• Send submission for assessing and moderation
• Perform quality checks of learner portfolio's for scanning and auditing for stakeholders

• Maintain the quality of sales and customer service for Discover car and household insurance
• Receive incoming calls from sales agents for customer validation process
• Send customer documentation
• Listening to sales and non sales for risk compliance, missed opportunities sales and reinstate customer interaction
• Do monthly report of sales,missed sales, not interested to see where opportunities lie for customer interaction
• Perform montly office administration duties • Stationary ordering • Receive client information at reception

• Recording of messages and delivering to relevant persons •

• Assist in planning employee activities.

• Provide secure and efficient cash services and solutions
• Do cash prepping/note sorting
• Counch cash and other methods of payment
• Complay with all policies and procedures to eliminate any possible risks to the company and customer
• Process all deposits in line with the agreed upon bank SLA's and SOPs
• Manually check rejected,counterfeit, dye stained and mutilated notes and perform a recon for such notes
• Perform cash transfers to vaults
• Handle all transactions including shortages and surplus according to SOPs
• Check container/bag for damage,temper,and report anomalies to team controller
• Acknowledge container/bag on applicable systems
• Process all deposits received from clients
• Validate all transactions linked to system integrations as per Bank's SLAs
• Sort and process Teller coin transfers in accordance with SBV policies and procedures
• Escalate system downtime/delayed batches to team controller

• Provide customers with appropriate self service solutions to maximize sales through the identification of cross sell opportunities
• Educate and engage with clients closely to determine their banking needs
• Offer electronic banking solutions and products to maximize on service delivery
• Use opportunities identified in the branch to increase sales
• Adhere to the (TCF) Treat Customer Fairly principle in all you do

• Perspective customer are contacted through Outbound and Inbound lines
• Opening and offering of transactional accounts,credit card,overdrafts and revolving loans application to new and existing client data base
• Use bank database,Hogan and other software to track customer interaction and employee risk factors
• Upsell additional products as the need arises
• Identify prospects that fit the target demographic
• Report weekly sales to line manager
• Use product knowledge to showcase the solutions that the company can offer prospects
• Attend training to stay up to date with the specifications of new products and service offerings

• Sell credit life policies to prospective clients of Edon,StandardBank and Nedbank account holders through a database received from the prospective client
• Selling of America Express credit card to prestige Nedbank prospective clients
• Pre approve offering of credit card limit increas to pre qualifying Nedbank credit cardholders