Cindy Alexander Email & Phone Number

City Of Cape Town, Western Cape, South Africa

Account Management, Client Retention, Establishing and maintaining strong relationships with clients

Cape Town Area, South Africa

Monitor activation of new client accounts and request debit order mandates instruction forms for verification purposes.Support Account Managers with account related enquiries such as batch limit increases, statement enquiries, recons on statements and general system user support. Respond to disputes from banks/account holders regarding transactions processed by the company on behalf of clients.n Monitor client accounts and manage funds release to correct any account balance problems/disputes.Delete authorized payment batches on client’s request.Verify payments processed by the company and supply account holder with relevant client’s information.Verify with Operations that all fees due to the company are recovered before closing client’s accounts on receipt of a signed account cancellation form.Add clients to master / beneficiary fileTo train and mentor clients utilizing the different Sage Pay servicesAssist Account Manager in achieving Monthly targets

Cape Town Area, South Africa

To meet and exceed customer expectations by providing them with effective and efficient in-branch service that is related to express transactions.To refer customers to the correct departments or migrate customers to the appropriate channel where necessaryUnderstand and manage the associated risksTo maintain a high level of integrity and ethical standards in the branchTo ensure efficient and effective product/service transaction.To identify and act on cross selling opportunities when dealing with customersEnsure proper record keeping in terms of the Financial Advisory and Intermediate Services and Financial Intelligence Centre Act requirementsEnsures that all the required controls are in place to minimise the risks associated with processes performed in the service consulting areaCompletes disclosure to the customers in terms of accreditation, service fees and commission

N6 Certificate, Business Management N6

Education record