Team Leader experienced in directing activities of workgroups. Develops strategies, provides training, sets goals and obtains team feedback. Excellent interpersonal and communication skills. Big picture focus with excellence in communicating goals and vision to succeed. Problem solver, networker, and consensus builder. Talented Team Leader experienced and dedicated to enhancing employee satisfaction and business success. Diplomatic and friendly with proven commitment to employee training. Hardworking team player bringing necessary experience and knowledge to tackle any operational demand. Multi-tasking Team Leader well-known for executing successful, new Systems initiatives. Creates dynamic and positive workplace culture to align with organizational mission and values. Trains new hires and mentors struggling workers to achieve overall team success. Forward-thinking Operations Specialist bringing 25 years of expertise in All Absa Products & Systems, Leading team to successfully support All Absa Bank divisions Retail/Physical channels in the sector businesses. Cultivates Management information rapports and assist to resolve complex problems and deliver innovative improvement strategies.
Hi, I’m
Kim Joseph
Team Leader In Financial Institution
Randburg
Summary
Overview
26
years of professional experience
Work History
Absa Bank Randburg
Team Leader Support Centre
02.2004 - Current
Job overview
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Mentored and guided employees to foster proper completion of assigned duties.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Built strong relationships with customers through positive attitude and attentive response.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Promoted high standards through personal example to help each member understand expected behaviors and standards.
- Assisted in recruitment of new team members, hiring highest qualified to build team of top performers.
- Monitored time and attendance, enforcing compliance with company procedures relating to absenteeism.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Managed leave requests and absences and arranged covers to facilitate smooth flow of operations.
- Worked with team to identify areas of improvement and devised solutions based on findings.
- Devised and implemented processes and procedures to streamline operations.
- Collected, arranged, and input information into database system.
- Educated staff on organizational mission and goals to help employees achieve success.
- Supported creation of detailed, technical financial models to value potential acquisition targets.
- Evaluated customer needs and feedback to drive product and service improvements.
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Generated reports detailing findings and recommendations.
- Promoted high standards through personal example to help each member understand expected behaviors and standards.
- Conducted regular reviews of operations and identified areas for improvement.
Absa Bank Roodepoort
Sales Consultant
02.2002 - 01.2004
Job overview
- Created detailed sales presentations to communicate product features and market data.
- Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Achieved top performance by strategically adapting to rapidly changing, competitive environment.
- Maintained sense of urgency in answering customer questions and requests through email or voice message.
- Increased profitability and pipeline development by leveraging multiple sales strategies and distribution channels.
- Evaluated customer purchase requirements and recommended best-fit company offerings.
- Provided sales and customer service assistance to walk-in traffic
- Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
- Improved sales by managing sales lifecycle from lead generation through contract negotiations and closings.
- Checked client organization and agreements with company priorities through automating content management systems.
- Maintained organized, presentable merchandise to drive continuous sales.
- Maintained sense of urgency in answering customer questions and requests through email or voice messaging.
- Maximized customer retention by resolving issues quickly.
- Stayed knowledgeable on latest Products and Systems innovations and technological advancements through continuous training.
- Applied knowledge of market and full range of innovative and unique products to meet customer needs, expanding company's customer base.
- Fulfilled orders and sourced products to meet rigorous customer delivery schedules.
- Responded to telephone and in-person requests for information.
- Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
- Followed up with existing customers to provide additional support and address concerns.
- Increased overall revenue 100% from Financial Banking Product sales through effective salesmanship and great negotiation skills.
Absa BankRoodepoort
Teller/Treasury Clerk
01.1998 - 01.2002
Job overview
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed customer transactions promptly, minimizing wait times.
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Assisted with training of new tellers on policies and procedures.
- Maintained accurate records of customer transactions in line with bank procedures.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Monitored and reported suspicious activity in line with bank security policies.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Wrote and distributed customer correspondence.
- Referred customers to other banking departments for specialized services.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Cross-sold credit cards, loans and other bank products.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Assisted customers with banking needs and inquiries.
- Established rapport with new clients to increase satisfaction and loyalty.
- Processed applications for new accounts.
- Calculated fees due, interest and change for customer transactions.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Handled various accounting transactions.
- Monitored and verified suspicious activity on customer accounts.
- Maintained friendly and professional customer interactions.
- Trained new hires on customer service policies and procedures.
- Executed wire transfers, stop payments and account transfers.
- Received loan and utility payments, sending funds to correct destinations.
- Used accounting software to prepare weekly and monthly financial reports.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Assisted in budget preparation and forecasting to control expenditure and maximize profitability.
- Completed financial reports, providing insight into performance, operations, and cash flow.
- Analyzed financial discrepancies and provided solutions for accurate financial records.
- Coordinated with external auditors to resolve discrepancies.
- Coordinated office supply ordering to avail materials for streamlined operations.
- Verified items billed against items ordered and reconciled differences through follow-up with vendor.
- Transferred data and documents to facilitate system migration and software updates.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Entered figures using 10-key calculator to compute data quickly.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
Education
Hoerskool FloridaRoodepoort
No Degree
04.2001
University Overview
- Professional Development Studies: Microsoft Windows XP; Microsoft Word; Microsoft Excel; Microsoft Powerpoint, 2003.
- Completed Coursework: Facilitation skill: The core skills of great Team Leader, 2023
- How to Manage & Influence Your Virtual team, 2022
- Tackle Remote working challenges, 2021
- Best Practices for working remotely.
- Various compliance training; Products & Systems training.
- Continuing education in Banking NQF 5
Skills
Client Service
undefinedTimeline
Team Leader Support Centre
Absa Bank
02.2004 - Current
Sales Consultant
Absa Bank
02.2002 - 01.2004
Hoerskool Florida
No Degree
04.2001
Teller/Treasury Clerk
Absa Bank
01.1998 - 01.2002
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