Lesli-Ann Rona Naidoo

· Answering incoming customer calls with care and understanding.

· Determining the proper diagnosis and generating the relevant work order on the ERP system.

· Allocate and dispatch a team member to address the work order.

· Provide feedback to the customers based on expected resolution times.

· Populate all relevant information from technician job card onto system work order, cost and close all completed work orders

· Generating estimates for customer work requested.

· General administration duties

• Maintaining Quality Manual Systems
• Financial Management and Bookkeeping
• Conducting supplier process approval audits
• Oversee of invoicing and administrative duties
• Vendor application on boarding
• Ensured smooth daily operations with timely completion of all essential administrative tasks and responsibilities.
• Maintained accurate record-keeping systems to ensure easy access to critical information for decision-making purposes.
• Providing quotations for services required and producing invoice breakdowns for clients

• Company Overview: Financial Services
• Portfolio Management of Medium to large size business (Turnover of R30m – R150m pa)
• Regular proactive interaction with clients to build and maintain relationships in line with business unit strategy
• Conduct regular portfolio reviews with clients to ensure optimum value and client retention
• Acquiring new clients to increase client base and grow market share (Cold Calling, Networking, Prospecting)
• Increase the share of wallet by cross selling to maximize client profitability
• Prepare credit applications for credit consideration for various lending solutions
• Manage credit risk jointly with credit manager
• Perform sales related administrative tasks
• Accountable for Compliance, Risk & Conformance Standards
• Achieve Balance Sheet Growth – Profit growth, Revenue growth & Cost containment
• Deliver Superior Service to customers
• Maintaining sound knowledge of bank's products and solutions; staying abreast of the market and business environment by using research conducted by bank economic unit and by reading economic and financial material
• Establish and maintain relationships with relevant stakeholders (internal and external providers) by engaging with them formally and informally e.g., in meetings; problem solving sessions and training sessions
• Financial Services

• Company Overview: Financial Services
• To oversee the delivery of all business transactions and requests within the defined service level agreements (SLA), this includes specific processes to ensure customers are served properly
• Enable Business manager (BM) to conclude deals through definition of customer fulfilment requirements, utilizing the local business services team (BST), Central Shared Services and other service providers
• In conjunction with BM, enable transaction processing through accurate and timorously completion of all required documentation and information
• Management of outstanding security documents
• Management of rework within BST
• In conjunction with helpdesk, develop and maintain a competent call management environment to satisfy the resolution of customer queries and complaints, and handle escalate delayed or high priority queries and complaints
• Measure turnaround time on certain issues and queries resolved at point of first contact
• Receive and log transactional/maintenance requirement (e.g
• Current account opening, transfers, payments, stop cheques, quote settlement figures / profiles)
• Evaluate alternatives to improve customer satisfaction, cost control and operational risk control
• Arrange regular meetings around SLAs and processes to identify and resolve issues and problems
• Proactively suggest process improvements
• Provide feedback to service provider on performance measurements

• Company Overview: Financial Services
• Client Service: Focus on client retention; build and maintain intimate relationships with clients to ensure financial needs of clients are met across all product lines
• Sales Growth: Proactively initiate sales; ensure sales targets are met
• Internal Processes: Ensure compliance and conformance through Learning growth; Training and Development for self, performance contract, multi-skilling
• Financial Services

• Company Overview: Financial Services
• Client Service: Focus on client retention; build and maintain intimate relationships with clients to ensure financial needs of clients are met
• Sales Growth: Acquire, retain and expand an internal client base by proactively initiating home loan sales and ensuring sales targets are met and referring for cross sell opportunities
• Internal Processes: Ensure compliance and conformance through learning; growth training; development for self, performance contract, multi-skilling
• Relationship Building with External Partners (Estate Agencies and Attorneys for referral business)
• Financial Services

• Company Overview: Financial Services
• Client Service: Focus on client retention; build and maintain intimate relationships with clients to ensure financial needs of clients are met across all product lines
• Sales Growth: Acquire, retain and expand an internal retail client base in the Absa Network by proactively initiating sale and ensuring sales targets are met
• Internal Processes: Ensure compliance and conformance through Learning growth; Training and Development for self, performance contract, multi-skilling
• Financial Services

• Company Overview: Financial Services
• Create a unique client experience by attending to the transactional banking requirements of clients and refer cross sell opportunities
• Responsible for a personal cash float
• Ensure timeous and accurate processing of client transactions
• Balance and reconcile daily transactions and resolves discrepancies which may arise
• Maintaining routine records relating to items processed
• Maintain friendly and helpful relationships with all clients
• Financial Services

• Overseeing the proper operation of the clinic
• Coordinate office activities and operations to secure efficiency and compliance to company policies
• Create and update records and databases with personnel, financial and other data
• Track stocks of office and clinic supplies and place orders when necessary
• Submit timely reports and prepare presentations/proposals as assigned
• Assist colleagues whenever necessary
• Providing quotations for services required and producing invoice breakdowns for clients