Dynamic and results-driven professional with a proven track record at Capitec Bank, excelling in customer service, problem-solving, and client relationship management. Adept at assessing customer needs and streamlining credit application processes to deliver a seamless banking experience. Strong communicator with expertise in data management, consistently enhancing operational efficiency and fostering positive client interactions.
- Conduct outbound sales calls to clients with multiple income streams, offering tailored credit solutions.
- Assess client affordability using various income documentation to determine credit eligibility.
Accurately capture and verify client information to process credit applications efficiently.
- Guide clients through the application process and ensure all necessary documents.
- Collaborate with internal teams to finalize applications.
- Resolve queries and follow up on incomplete or pending applications to ensure a seamless client experience.
• Provided exceptional customer service through friendly, knowledgeable interactions, addressing questions and resolving concerns promptly.
• Handled phone reservations and to-go orders, communicated accurate wait times, and ensured smooth guest experiences.
• Demonstrated strong multitasking abilities by managing phone inquiries while assisting in-person guests efficiently.
• Coordinated with servers to confirm readiness before seating guests, ensuring a seamless dining experience.
• Managed and maintained accurate, up-to-date documentation and filing systems, ensuring seamless data organization and retrieval.
• Utilized expertise in data capture and document management to efficiently complete forms, reports, and other administrative tasks.
• Applied strong proficiency in data entry and document processing to enhance operational efficiency and ensure accuracy.