Customer service rep,sales,virtual assistant,administratorCustomer service rep,sales,virtual assistant,administrator
Adelaide
ID Verified$1,200
per month
($7/hour)
Profile Description
PROFESSIONAL SUMMARY Results-driven and versatile professional with extensive experience in banking, branch management, financial advisory, sales, customer service and administrative support. Skilled in managing client relationships, handling financial transactions, resolving customer queries, supporting business operations and achieving sales targets. Brings strong communication, organisational, problem-solving and multitasking abilities, complemented by Virtual Assistant training and proficie...
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Customer Success
Finance & Accounting
Sales & Business Development
Virtual Assistance & Admin
Work Experience
Branch Manager
Capitec Bank
Dec 2017 - Apr 2019
Job Responsibilities:
• Led branch operations, service delivery and business growth initiatives while ensuring regulatory compliance. • Managed and coached branch employees through performance reviews, mentoring and development plans. • Coordinated staff onboarding, product training and operational readiness programmes. • Monitored branch performance, sales targets and customer service standards. • Planned and executed...
Assistant Branch Manager
Capitec Bank
Nov 2016 - Dec 2017
Job Responsibilities:
CAPITEC BANK TONGA MALL | Assistant Branch Manager | Jan 2016 – Dec 2017 • Supported branch operations and ensured continuity of service standards and operational efficiency. • Led onboarding and mentoring programmes for new employees and developed training guides. • Assisted with staff scheduling, operational reporting and administrative coordination. • Resolved customer complaints and maintained...
Financial Advisor
Old Mutual
May 2015 - Oct 2016
Job Responsibilities:
Conducted financial needs analyses and provided tailored financial planning solutions. • Built and maintained long-term client relationships through regular reviews and follow-ups. • Maintained compliance documentation and client records in accordance with industry regulations. • Assisted clients with investment, insurance and wealth management solutions.
Multi-Skilled Consultant
First National Bank
Jul 2013 - Apr 2015
Job Responsibilities:
Delivered exceptional customer service across banking and digital service channels. • Assisted customers with account services, banking products and self-service solutions. • Identified cross-selling and upselling opportunities while meeting sales objectives. • Maintained compliance with banking procedures, risk controls and customer service standards
Quick Stats
Certifications
Education
High-school
Lowveld High School
2003 - 2007