Jolene Van Rooy
Summary
Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities. Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
10
10
years of professional experience
Work History
Universal Banker
Standard Bank
01.2019 - 08.2022
- Answering the telephone and assisting clients with queries, Opening of Bank accounts Personal loans, Homeloans, Vehicle & Asset Financing, Funeral Plans & other insurance products Loading of ATM's, Opening & Closure procedures of the bank, Deposits, Withdrawal
Customer Service Consultant /Teller
Standard Bank
09.2015 - 01.2019
- Balancing at the end of the day, Cross selling product, Answering the telephone and assisting clients with queries
Admin
Standard Bank
01.2013 - 01.2015
- Deposits, Withdrawals, Balancing at the end of the day, Cross selling products, Answering the telephone & assisting clients with queries
Education
Diploma In Banking - Banking And Financial Support Services
Conerstone
South Africa 12.2021
Skills
- Data entry accuracy
- Insurance products
- Document preparation
- Portfolio management
- Sales expertise
- Payment processing
- Relationship building
- Loan origination
- Customer service excellence
- Financial product knowledge
- Problem-solving abilities
- Branch operations
- Regulatory compliance
- Client retention
- Electronic funds transfer
- Credit analysis
- Check processing
- Customer needs assessment
- Risk management understanding
- Team collaboration
- Conflict resolution
- Transaction processing
- Loan processing
- Cash handling proficiency
- Deposit processing
- Effective communication
- Time management
- Attention to detail
- Fraud detection
- CRM Systems
- Customer Service
- New Account Setup
- Prospect Calling
- Account Updating
- Closing Procedures
- Reviewing Documents
- Employee Motivation
- Originating Home Loans
- Customer Relationship Management
- Recordkeeping Requirements
Skills Matrix
NQF 5, CUSTOMER EX ENCE, BANKING, SALES, YES, Completed in 2021, 10, 10, 3
Full Name
Jolene Shana van Rooy
Drivers License
Code 10
Email Address
jolene.s.vander@gmail.com
Telephone Number
0836608200
Alternate Contact Number
0832339122, 0639542126
Summary Of Experience
- Standard Bank, Universal banker, Cornerstone, NQF5- Banking, Banking Diploma, Computer Literacy, 2019-08/31/22, 2022
- Standard Bank, Customer Service Consultant, Quest Staffing Solutions, Teller, 2016-2019
- Standard Bank, Teller, Quest Staffing Solutions, Teller, 2015-2016
- Quest Staffing Solutions, Admin, Standard Bank, Promotion, 2013-2015
Personal Information
Nationality: South African
References
- Standard Bank, Team leader of Bredasdorp Service Centre, Available on request
- Standard Bank, Previous Team leader of Bredasdorp Service Centre, Available on request
- Quest Staffing Solutions, Business Banker, Available on request
Timeline
Universal Banker
Standard Bank
01.2019 - 08.2022
Customer Service Consultant /Teller
Standard Bank
09.2015 - 01.2019
Admin
Standard Bank
01.2013 - 01.2015
Diploma In Banking - Banking And Financial Support Services
Conerstone