Anna Botha Email & Phone Number

I am an experienced personal banking, client service specialist, loan officer with an established history of working in the financial services industry through 26 years at Standard Bank, South Africa. I am skilled in Portfolio management and a certified Financial Advisory and Intermediary Services Representative with the Financial Services Board.My best skills include Customer Orientation, Relationship Building and Communication skills and strong confidence to start a conversation with a customer, communicate easily with people of diverse backgrounds and demanding customers by analysing needs and displaying true customer care. I thrive on building long term relationships with my customers, combining existing banking experience and financial 'know how' with genuine personality to assist with a range of diverse products and advice to deliver an enjoyable and caring personal experience for customers.Also negotiating, influencing and persuading people, specialising in collaborating with financial consultants to find customised investment solutions for wealth and investment. As a skilled administrator and problem solver I can juggle, organise and prioritise tasks and ensure best outcomes for both internal and external customers.Through leadership and team management skills I challenge, motivate and support a team to achieve KPI's and grow their individual skills.Technical Skills: MS Office, Challenger, Salesforce, Internal Banking Software & Systems, E3 Credit Lending system, Microsoft CRM, FX Trading, Credit Management System, Branch Delivery System, Offshore International, Card tracking system, Banking processes and lending, Financial / lending compliance / regulation.

Listed skills include Career Management, Leadership, Financial Advisory, Challenger Customer Understanding, and 46 others.