Refilwe Mathabatha Email & Phone Number

Fourways

• To grow the client base/portfolio by identifying and fulfilling client/small business needs and providing consistent excellent service to ensure the retention, satisfaction and expansion of the client base • Focus on client retention; build and maintain relationships with clients to ensure financial needs of clients are met across all product lines. • Educate and navigate customers; provide efficient quality service; resolve client complaints and queries; proactively call clients; make client appointments; action renewal reports. Implement client call back policy as per requirements. • Proactively initiate sales; ensure sales targets are met; cross sell products to customers; generate leads to personal financial planning; action leads received; load deals; motivate to credit; liaise with product divisions; follow up outstanding deals and leads; gather required documentation; provide feedback to clients; follow intermediary code of behaviour• Ensure compliance and conformance through: accuracy of documentation, legislation, risk and safety management, escalation process; housekeeping (clean desk policies etc); FAIS supervision process; respond to daily e -mail communication; responsible for all client FICA requirements; act as FAIS representative and comply with all legislative requirements. • Action control checklists; prevent negligent losses

Nigel

• Handle reports(Download, distribute and action daily reports)• Sort mail• Balancing of suspense account debiting and crediting• Operate Switchboard• Administer savings and current account filing• Signature verification• Distribute documents to support teams(home loan, main file change etc).building loan transfers• Lead generation, ensure no negligent losses• Issue interest balance and tax certificates• Order stationery via group procurement• Close accounts

Nigel

• Advise and educate re process on blocking or cards, Account balances• Issue Tax Certificates and Account statements. • Issue new and duplicate cards.• Process applications for Banks Own Cheques and Guarantee Cheques • Action control printouts • Check and clear Cheque deposit box.• Complete Retain Cards Register.• Complete Card Encoding Journal and schedule of daily work completed, e.g. closing accounts etc.• Receive and check Security Items e.g. Credit Cards and Cheque Books• Advise clients on application processes.• Check documentation for referral. • Pass on Sales Leads to Bankers and PFP.• Identify Sell and I Refer opportunities

Bachelor'S Degree, Accounting And Finance, Level 7

Higher Certificate, Criminal Justice And Forensic Investigations

Re 5, Selling Skills And Sales Operations

Banking Certificate, Banking And Financial Support Services

Matric, Accounting