Portia Margaret Fell

Managed monthly reconciliations, income and expenses, cash checks, and balancing to ensure accurate financial records. Oversaw budgeting, stock control, and SAP system operations. Took on a higher level of responsibility, transitioning from seeking approvals to approving all operational and risk-related matters. Acted as stand-in Branch Manager, handling branch operations, risk management, and staff supervision. Chaired risk area meetings, approved leave requests, and managed staff disciplinary actions. Led morning meetings, set sales targets, and allocated tasks to the team. Conducted performance discussions, staff development planning, and assigned training. Managed branch audits, provided feedback, and supported the Area Head Risk Consultant. Frequently stood in for up to three branches, ensuring smooth operations and compliance.

• Experienced in supporting sales and branch administration, ensuring all banking rules and procedures are followed. Skilled in checking documents such as IDs, payslips, and proof of address. Able to review customer finances and make sure they receive the right financial advice before opening accounts. Good at tracking applications, managing approvals, and working with Home Affairs and other teams to fix issues. Provides clear updates to clients, consultants, and managers. Ensures all transactions and paperwork are correct and completed on time. Helps the sales team find business opportunities and supports daily office tasks like scheduling, document handling, and mail management.

• Experienced in branch operations, risk control, and financial processes, ensuring all rules and security measures are followed. Able to analyze reports, check risks, and investigate fraud cases. Skilled in introducing new banking procedures and training staff on new systems. Works closely with suppliers and service providers to manage maintenance, orders, and payments. Responsible for monitoring financial records, preparing reports, and managing budgets. Helps with hiring, payroll paperwork, and supporting employees with HR matters. Strong in solving customer complaints and keeping important records for business operations.

• Provided bank administrative support by copying, faxing, and filing documents. Answered main phone line and directed calls to the right person. Helped callers by giving information and answering their questions. Assisted walk-in clients and guided them to the correct department. Managed appointments, communicated with clients, and updated records to keep information correct and organized.

• Skilled in handling phone calls, customer service, and front desk support. Ensures all incoming calls are answered professionally and directed to the right person. Able to manage switchboard systems, monitor phone costs, and report any issues. Keeps updated contact lists and ensures staff availability to assist clients. Works on handling customer inquiries, tracking wait times, and reporting issues to management. Experienced in filing, document processing, and organizing office tasks, such as typing reports, arranging catering, and keeping office supplies stocked. Ensures a clean and professional reception area, creating a welcoming environment for clients and staff.