Janell Meagan Pekeur
Eersterivier
Summary
Professional financial consultant with proven track record in sales and client relationship management. Expertise in financial products, including loans, investments, and banking services. Strong focus on team collaboration and tailored solutions that drive results. Adaptable and reliable in meeting dynamic client and business needs. Effective communicator with skills in financial analysis, customer service, and strategic planning.
Overview
13
13
years of professional experience
2011
2011
years of post-secondary education
Work History
Branch Consultant
Finbond Mutual Bank
11.2016 - Current
- Prompt and professional answering and handling of incoming telephone calls in accordance with laid down company standards
- Accurate recording of client information on company’s computer system (Delfin)
- Prompt and effective handling of any complaints received from clients, other branches and Head Office
- Prompt and effective handling of any enquiries regarding payments (eft, Allps, Nupay, etc)
- Assisting with checking and capturing of Nupay reports and follow up on failed transactions
- Assisting with minimizing of Bad Debt
- Daily balancing of Cash Box
- Assisting with accurate completion of Daily, Monthly and other reports required from Head Office
- Assisting with reconciliation of all client accounts (updating files notes regularly)
- Accurate maintenance of administration records including the keeping of all information required relating to issuing of loans
- Proper and accurate operation of company computer systems and processes in accordance with procedures laid down by the company from time to time
- Marketing and Product Sales
Admin Clerk
Shoprite/Checkers Group
03.2015 - 10.2016
- Send/receive emails to and from branches
- Ensure invoices is captured on time
- Investigate claims and invoices raised against the DC
- Assist with branch enquiries (telephonic/email)
- Filing, faxing and scanning
Cashier / Floor Assistant
Mr. Price Group
05.2012 - 12.2013
- Cash Handling
- Maintaining a clean and tidy establishment
- Understanding, guiding and solving customer queries appropriate
- Stock Taking
Education
Grade 12 (Matric) -
Forest Heights High School
Marketing Management N6 - undefined
Boland College Stellenbosch
Skills
- Proficient in computer applications
- Highly efficient
- Consistently dependable
- Vibrant energy
- Diligent worker
Courses Training
- OHS Policy
- Anti-Money Laundry policy & procedures
- Affordability training
- Treating customers fairly policy
- Customer complaints resolution policy
- Dress code policy
System Training
- Delfin system
- My benefits system
- Core banking system
- Debicheck – Nupay system
- Acpas / Lexis System
Regulatory Training
- POPI act training
- Cyber Security Training
- Suspicious and unusual transactions
Personal Information
- Dependents: 1
- Date of Birth: 22/05/93
- Gender: Female
- Nationality: South African
Health
Excellent
Timeline
Branch Consultant
Finbond Mutual Bank
11.2016 - Current
Admin Clerk
Shoprite/Checkers Group
03.2015 - 10.2016
Cashier / Floor Assistant
Mr. Price Group
05.2012 - 12.2013
Marketing Management N6 - undefined
Boland College Stellenbosch
Grade 12 (Matric) -
Forest Heights High School
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