Lazarus M Email & Phone Number

South Africa

My core responsibilities revolve around collaborating on sales and marketing initiatives and strategising to grow the business. Additionally, I actively participate in the development of new courses aimed at enhancing our offerings and meeting the evolving needs of our clientele. My role involves conducting market research, crafting compelling marketing strategies, and executing sales campaigns to attract new clients and retain existing ones. Together with the team, I work towards expanding our reach, enhancing brand visibility, and ultimately driving business growth through innovative approaches and effective collaboration.

South Africa

- Transfer of profile data like for like from the current Electronic Banking System onto the new platform- Collaborated with the Project team and adopted an agile approach with continuous feedback and stand-up sessions. Regroup and rework the project plan if amendments were needed.- Setting up training sessions with clients, this included downloading the new system & assist clients with first time login.- Training clients on the new platform from statement review to effecting payments, this included salary batch uploads via an ERP system. - We demonstrated system capability and how to navigate the system.- Managing the process end to end to ensure clients have a smooth transition- Ensuring clients are billed correctly and overcharging is refunded- Responsible for delivering value to the Business Units by understanding the current business model, analysing data, supporting revenue & sales enhancement initiatives- Collaborate with in and external vendors and business units to drive projects that eliminate waste, reduce system defects, create continuous workflows and improve overall performance. - Drive change management efforts, product standardization, redesign and implementation of new business processes as well as technology implementation- Responsible for testing and defect identification of new and upgraded online banking channels prior to commercialization- Facilitate skills transfer sessions with internal stakeholders and corporate clients post online system deployment- Build cross-functional alliances with business partners and clients and promoting the uptake and usage of online banking systems- Collaborate with client services leaders to ensure that best practices are followed in the team by understanding and influencing industry trends relating to query handling capabilities in Client ServicesDrive high quality resolution and client retention

Achievements: Received a number of Certificates for Service Excellence. I was awarded gifts and funds for receiving a CSI score of 9.7. I am an active member of the Social Committee. Client satisfaction and ensuring stakeholders and customers are all kept updated with escalated matters.Customer Services:• Courtesy calls to clients• Proactive telephone calling• Regular Client’s visits • Weekly internal meetings with Stakeholders• Maintaining of key clients contact details• Arrange client quarterly forums; service, educational, fraud• Monitor daily trends in the portfolio• Provide proactive and reactive advise relating to product, processes etc• Prepare mandates for additional training as required by the ClientProcess and Business Efficiency:• Engagement with all service support units in terms of service • Maintain a detailed MIS for monthly submission• Complaints management, resolution of escalated queries and complaints• Root Cause Analysis to be performed after escalated complaints• Proactive audit of Client’s Signatures and Business Online profiles• Arrange new and additional training as required by the client• Maintain trends analysis• Service Needs Analysis• Add new accounts to cash management as requested by the client• Completion of call reportsRisk:• Authorise account opening and closures• Manage clients excesses on facility usage• Manage Client’s documentation under dispensations• Proactive identifying of Client’s risk on the accounts and Business Online profile – set up• Educate and Advise client on risk related issues on Business Online• Proactive audit of Client’s current account signatures and Business Online profiles• Action overdraft related reports with together with relationship and business managers• Action cash management reports to avoid loss of revenue

Achievements: Managing a team of 5 individuals. Coaching and training. Building strong relations with clients and attorneys. Reducing losses by scrutinising the process of what transpired.• Auditing of interest reimbursements• Direct claim settlements• Authorization of claim settlements• Periodic management reporting• Staff Supervision• Ensuring total compliance with divisional policies • Delivering a high level of customer service to internal & external customers• Responsible for maintaining service level agreements and assisting with HR issues (KRA)• Constantly questioning process and procedures• Compiling the Board Report for EXCO• Submission of Attorney Errors and ensuring Business Partners deliver• Compiling the Variance Report & Capacity Module

Advanced Diploma In Banking Management (Marketing Stream) - Certified Associate In Banking

Principles of Law, Banking Law, Communications, Business Accounting and Taxation, Introduction to Economics, Consumer Behaviour.

First Year Cobol Programming Completed

Networking, Introduction to COPE, COBOL Programming, Concepts of Programming & Business Communication.

Matric, English, Afrikaans, Maths, Physical Science, Biology, History