Nwabisa Zilwa
Admin And Finance Officer
Bryanston
Summary
Adept at financial planning and relationship management, I significantly enhanced client satisfaction and portfolio growth at First National Bank. Leveraging skills in financial analysis and interpersonal communication, I negotiated favorable terms and optimized banking processes, achieving notable efficiency improvements without compromising on professionalism or client service excellence.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Admin & Finance Officer
Rakk Telecoms
Johannesburg
12.2022 - Current
- Optimized cash flow management, ensuring timely payment of invoices and reducing outstanding debts.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Collaborated with supervisors to define standards, policies and procedures to meet company revenue goals.
- Established strong relationships with key vendors, negotiating favorable terms to benefit the organization''s bottom line.
- To perform any administration related tasks for the Company, such as: setting up appointments with clients, drafting & sending out proposals, quotations and invoices to clients.
Private Banking Analyst
First National Bank
Sandton
09.2018 - 11.2022
- Improved communication between internal departments, fostering a productive working environment that accelerated project completion times.
- Managed portfolios of FNB Private Wealth clients with a team of Private Bankers through the provision of data collection and analysis, research and sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management, effectively balancing risk and return to achieve client objectives.
- Sharing best practices amongst staff members and fostering ongoing professional development opportunities within the team.
- Provided exceptional customer service, addressing inquiries promptly and maintaining strong relationships with key clients by ensuring that each household is fully attended to through the service offered, and that all clients within our portfolio are being made fully aware of the Private Wealth value proposition and have full knowledge of the solutions we have in all the pillars (Transact, Borrow, Invest and Insure).
- Enhanced client satisfaction by providing comprehensive financial analyses and strategic recommendations.
- Collaborated with cross-functional teams to optimize banking processes, resulting in improved efficiency.
- Creating and following up on Simple (Vanilla) as well as Structured (Complex) lending deals.
- Maintain expert knowledge on all FirstRand approved products, application procedure, processing, and timelines to drive and achieve relevant sales targets together with Private Banker
- Admin related issues such as updating clients' personal Balance Sheets (NAV), prepping for Client reviews and On-boarding new client base while ensuring the existing client base is also attended to.
Support Banker
First National Bank
Sandton
11.2016 - 08.2018
- Call center assistance for Private Clients with queries submitted via email (as cases), telephone or through the clients’ appointed Private Bankers.
- Managed approximately 20 incoming calls, at least 30 cases per day from customers.
- Deliverables included reaching daily and monthly targets for allocated cases and sales through the BRM platform (sales-on-top-of-service).
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Developed and maintained strong customer relationships, providing exceptional service and advice by going out of my way to ensure clients are assisted accordingly and with exceeded expectation.
- Educated customers on features and benefits of banking products and services.
- Processed applications for new accounts.
- Executed transfers, stop payments and account transfers through the Fenix system.
- Referred customers to other banking departments for specialized services.
E-Banker
First National Bank
Sandton
05.2016 - 10.2016
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Migrating approximately 20 clients from in-branch assistance to self-service platforms (ADT ATMs, Online Banking and the FNB App).
Sales & Service Consultant
First National Bank
Sandton
06.2014 - 04.2016
- Assisting approximately 30 walk-in clients with queries and enquiries related their FNB Accounts; opening and maintenance of new accounts and unsecured lending (credit card, overdraft, personal loan, vehicle finance, etc.).
- Maintained a high degree of professionalism at all times when interacting with both external clients as well as internal colleagues throughout the sales process.
- Continually sought ways of improving upon personal skillsets and industry knowledge to better serve clients, resulting in a stronger overall performance as a Sales & Service Consultant.
- Reaching daily and monthly sales targets and consistently making sure exceptional customer service is provided and reflected through compliments.
Education
Postgraduate Diploma - Financial Planning
Milpark Business School
Johannesburg, South Africa 03.2021 - Current
Bachelor of Commerce - Commerce
University of The Witwatersrand
Johannesburg, South Africa 04.2014 - 04.2014
Skills
Financial administration
Certification
RE5
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Advanced (C1)
Xhosa
Advanced (C1)
isiZulu
Intermediate (B1)
Software
Office 365
Quote
"Never attach yourself to a place, but to purpose."
Interests
Singing
Charity Work (helping those who cannot help themselves)
Mental Health
Personal Growth & Development
Reading
Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
RemoteHybridOn-SiteImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsPaid time offPaid sick leaveTimeline
Admin & Finance Officer
Rakk Telecoms
12.2022 - Current
Postgraduate Diploma - Financial Planning
Milpark Business School
03.2021 - Current
Private Banking Analyst
First National Bank
09.2018 - 11.2022
RE5
04-2018
Support Banker
First National Bank
11.2016 - 08.2018
E-Banker
First National Bank
05.2016 - 10.2016
Sales & Service Consultant
First National Bank
06.2014 - 04.2016
Bachelor of Commerce - Commerce
University of The Witwatersrand
04.2014 - 04.2014
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