Partnered with high net worth customers and private bankers to answer complex questions and solve operational issues while delivering superior customer service.
Completed e-learning plan and bank secrecy act training and maintained up-to-date banking knowledge.
Maintained confidentiality of private banking information with discretion, diplomacy and professionalism.
Entered loan data into computerized banking system for renewals and modifications and submitted requests to portfolio managers before maturity.
General Enquiries Consultant
Absa Bank
Auckland Park
10.2015 - 08.2018
Created monthly forecast templates and resource management allocations for approved projects.
Automated system e-commerce features to improve client sales.
Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
Onboarded and managed new client accounts to boost retention rates.
Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Developed effective improvement plans in alignment with goals and specifications.
Collected, arranged, and input information into database system.
Frequently inspected production area to verify proper equipment operation.
Supported creation of detailed, technical financial models to value potential acquisition targets.
Created and managed project plans, timelines and budgets.
Organized and analyzed primary and secondary research to understand industry, market and company trends.
Collaborated with teams to define, strategize, and implement marketing and web strategies.
Created and developed detailed work plans to meet business priorities and deadlines.
Renegotiated outsourcing contracts to save considerable costs.