Deslin Chalklen

• Provide information and support to clients via phone, email, and online platforms regarding investment products and services.
• Assist new clients with account setup, documentation, and onboarding processes.
• Resolve customer concerns and ensure a high level of client satisfaction.
• Deliver accurate investment information on equity products, regulatory changes, and policy updates.
• Maintain compliance with company guidelines and industry regulations.
• Key Achievements:
• Consistently resolved client queries within SLA turnaround times, improving customer satisfaction scores.
• Trained junior staff on client service processes, reducing escalations by 20%.

• Captured and verified sensitive client information to ensure compliance with regulatory requirements.
• Processed customer account data with high accuracy while identifying and correcting discrepancies.
• Maintained client confidentiality and adhered to strict compliance policies.
• Key Achievements:
• Achieved 98% accuracy rate in data capturing, exceeding departmental targets.
• Supported compliance audits by ensuring proper documentation and data integrity.

• Assisted business banking clients with account queries, product information, and transactions.
• Handled complaints and disputes, providing solutions while maintaining professionalism.
• Recorded, verified, and processed client information accurately.
• Key Achievements:
• Resolved high-volume client queries daily while maintaining strong customer satisfaction ratings.
• Recognized for professionalism and ability to handle complex customer issues.

• Entered and validated large volumes of customer and account data.
• Ensured data accuracy by identifying and correcting discrepancies.
• Maintained compliance with bank policies and confidentiality standards.
• Key Achievements:
• Improved data accuracy by implementing a double-check process.
• Maintained high performance in a high-volume, deadline-driven environment.

Subjects: English, Afrikaans, Mathematics, Physics, Accounting, Biology