Jacqueline Coetzee Email and Phone Number
Strong experienced Product Specialist with a demonstrated history of working in the banking industry for the past 17 years. I am self-motivated, articulate, creative and adaptable. I have an eye for detail. I am skilled in Business Planning, Administration, Contact Centers, Management, Relationship Management, and Finance.I enjoy learning new things and being mentally challenged while holding processes and rules in high regard.
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Product SpecialistFnb South Africa Aug 2021 - PresentSouth Africa• Insights and analysis into product growth and performance• Develop and implement product strategies• Product marketing and training• Provide Internal stakeholder engagement and quantitative analysis to ensure sustainability and future growth for the business• Project planning and execution• Manage product research, data mining• Ensure consistent implementation of strategies across all products and initiatives• Competitor analysis of product strategies and modes of going to market• Package and deliver regular research and market feedback on the performance and perception of products in the market• Work with key stakeholders to ensure effective coordinated delivery• Drive initiatives and promotional strategies for product management• Provide product knowledge and advise to field force in various channels• Interpersonal engagements with customers and channels in the business• Product Design, Value Proposition, Production Process and Stock Management• Value articulation across products• App and online content management, update, and testing• Determine and implementation of growth, attrition, and sales initiatives -
Relationship ManagerFnb South Africa Sep 2017 - Jul 2021South Africa• Analysis of channel financial charge outs• Data analysis on projects and campaigns, reporting thereof and identifying key opportunities to improve upon.• Conduct sales, servicing, and product training to Premium Serving Channels (Analysis, Design and Facilitation thereof)• Maintain good relationships with stakeholders• Understand incidents and challenges, identify solutions and implementation• Growth through identifying new servicing and business development opportunities• Identify key staff competencies to cultivate profitable relationships• Provide excellent service to maintain business brand and reputation• Provide support for marketing campaigns and other promotional activities• Track, control, influence, increase and improvement of operational efficiencies.• Proactive supervision, managing and resolving all administrative queries• Customer complaint resolution• Attrition through excellent service delivery• Understanding of market needs and implement relevant strategies• Promote high-quality customer service processes, mapping and implementation• Seek opportunities to cross-sell or upsell to existing accounts -
Operations Manager - Customer Value Management (Cvm)Fnb South Africa May 2016 - Aug 2017Fnb Credit Card Product House• Track, control and influence activities to increase and improve operational efficiencies• Spend, Limit Increases, Upgrades and Swops, Attrition, Entrenchment, Increased Activity and Digital Channel Utilisation• Proactive supervision of people to avoid administrative customer breakdown by managing and resolving all administrative customer queries efficiently, and within agreed timelines• Build and maintain relationships with Bank Client Managers to generate leads and cross sell opportunities• Manage, implement, and coordinate designated campaigns from briefing to execution• Demonstration of effective, clear, and concise communication with people at all levels of the organisation• Convert leads into successful sales. Achieve individual targets set to appropriate business area or sales plan• Delivery on short term, medium term and long-term initiatives from idea creation to implementation and after going live support and monitoring• Manage designated product development projects from inception to final execution, including post implementation evaluation. -
Service ManagerFnb South Africa Oct 2013 - May 2016Fnb Credit Card Product HouseOperations Manager in the Servicing Channel for the Credit Card Product House. Overseeing the following products: Consumer, Premier, Private Clients, Private Wealth and Joint Ventures Credit Card Servicing• Development of culture, build rewarding relationships, propose innovations, and allows others to provide exceptional client service• Cultivate and manage objective working relationships with stakeholders, including end-users, project managers and senior staff members• Maintain expert knowledge on relevant legislative amendments in the industry, best practices and provision of proactive advice and solutions to relevant stakeholders• Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with performance measures and control systems• Ensuring a collaborative network across business segments• Reports/ MIS/ Analysis - Reports, campaign communications, service failures and solutions. Ensure relevant and timeous reports• Assist and maintain relationships with African Subs• Coordinate and update relevant operational activities internally within FNB Credit Card • Ensure the overall services and output are delivered to standard outlined in service level agreements with partners - New channels and Product offering• Ensure consistency in operational efficiencies• Coordinate training material and execute in channels• Innovation through knowledge into new or improved products, processes and services• Manage projects from inception to final execution• Manage Service Level Agreements• Key stakeholder engagement -
Office AdministratorFnb South Africa Mar 2012 - Sep 2013Fnb Contact Centre• Assistant and support the Operations, Service and Quality Managers. • Basic administrative duties and ad hoc duties as per the Operations Manager’s requests.• Preparing the general ledger reports for the Service and Quality Managers of all the Card and Business Banking areas.• Drawing up compliance certificates • Staff earnings reports • Termination and staff employee registers, comparing earnings report balance with general ledger reports – investigating discrepancies, write-off losses• Reconciling and preparing requisition forms for claims and invoices• Checking timecards monthly• Managing the Team leader and Manager Attendance Register• Periodic audit standard checks• Asset Register management• Stationary an office stock orders• Monthly update of all organograms for all areas• Consolidation of documents and presentations for senior management• Providing accurate meeting minutes• Filing and storage management of important documentation
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Contact Centre Agent Ii - Platinum And VipFnb South Africa Dec 2008 - Feb 2012Fnb Credit Card Contact Centre• Providing and excellent service to ultra-high net worth customers• Verifying card holders with visa for online transactions• Debit relief options offered and actioned on accounts• Card activation and retention• Consolidations, limit shifts and reduce limits• Load and updated client personal information• Statements requests and enquiries• Interest calculations and Budget settlements• Balance enquiries and Budget calculations• Transaction disputes (fraud and incorrect amounts)• Debit order loading• Internet banking enquiries• Assisting Discovery banking, Business and Corporate Credit Card clients as well as Joint Ventures (White Label Credit Cards)• Creating cases and following up -
Call Centre Agent I - Consumer And Joint VenturesFnb South Africa Mar 2007 - Nov 2008Fnb Credit Card Contact Centre• Assisted client with queries and Credit Card account maintenance:• Budget settlements• Card activation• Card retention • Transfer of limit, increase and reduce limits, • Load and update client personal information, • Consolidation of debt• Statements requests and enquiries• Interest calculations, balance enquiries and Budget facility calculations• Account closures enquiries• Transaction disputes enquiries• Debit order loading• Internet banking enquiries• Minutes of a meeting• CASS online pulling and checking • Communications and daily register
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Personal AssistantInsuracom Oct 2006 - Feb 2007Alberton• Managing diaries• Client communication• Obtaining values• Processing Quotations• Client service function • Handling Claims
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Call Centre Agent (Short And Long Term Investments)Absa Jan 2006 - Jun 2006Aims - Absa Investment Management ServicesSix-month contract at AIMS (ABSA Investment Management Services)• Contact clients with regards to non-compliant Investment forms.• Inbound and outbound client calls with regards to Investment products:• Satrix, Fini, Indi, Retirement annuity, Living Annuity, Investment account, Offshore, Guaranteed Products and other.
Jacqueline Coetzee Skills
Jacqueline Coetzee Education Details
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Business/Commerce, General -
Bracken High SchoolMatriculated
Frequently Asked Questions about Jacqueline Coetzee
What company does Jacqueline Coetzee work for?
Jacqueline Coetzee works for Fnb South Africa
What is Jacqueline Coetzee's role at the current company?
Jacqueline Coetzee's current role is Product Specialist at First National Bank.
What schools did Jacqueline Coetzee attend?
Jacqueline Coetzee attended Milpark Education, Bracken High School.
What skills is Jacqueline Coetzee known for?
Jacqueline Coetzee has skills like Management, Finance, Budgets, Administration, Team Leadership, Call Centers, Banking, Business Planning, Performance Management, Microsoft Powerpoint, Microsoft Excel, Microsoft Word.
Who are Jacqueline Coetzee's colleagues?
Jacqueline Coetzee's colleagues are Phumzile Wilhemina Choenyane, Lerato Selolo, Xaba Mercy, Reneilwe Chabumba, Shanil Bhurath, Muhamed Abdul Qadir Petersen, Aseza Mkila.
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