
Service Consultant with more than 15 years of experience in banking client service and financial products. Manages loan intake, account transactions, cash handling, and insurance processing while verifying client information for compliance and approvals. Builds customer loyalty through accurate service, cross-selling, and consistent resolution of transactional needs.Dedicated Administrative and Client Service Professional with more than 15 years of experience in administration, financial services, customer support, records management and regulatory compliance. Experienced in providing high-quality administrative support, maintaining accurate records, processing financial transactions, preparing reports, verifying documentation and ensuring compliance with organisational policies and legislation. Strong organisational, communication and computer skills with the ability to work independently, manage confidential information and meet strict deadlines in a high-volume environment.
Customer service & client relationship management
Credit & insurance product knowledge
Sales & cross-selling of financial products
Relationship banking support
Client needs assessment
Customer onboarding
Needs-based selling
Retail banking products
Dispute resolution
Customer retention
Banking compliance (FICA, RICA, POPIA)
Cash handling & transaction processing
Loan application support
Insurance processing
Account administration
Branch operations support
Deposit account servicing
Credit application review
Risk assessment
Insurance claims handling
Namhla Myosana- branch manager : 0738784904
Sinazo Moshi - assistant branch manager: 0727720785