Philipus

Premium Banking and Call Centre Professional

Philipus

ID Verified
500/mo
Durban, South Africa
Looking for Part-time
6 hours/day
Availability: US / EU timezone

Profile Description

Premium Banking and Call Centre Professional with over 14 years of experience in banking, merchant services, retail operations and customer service. Skilled in resolving client queries, supporting sales and customer retention, and managing financial administration across customer-facing and back-office operations. Experienced in mentoring and supporting agents, handling high volumes of account-related queries, and using banking systems, CRM platforms and payment processing systems.

Top Skills

Account Management · 10 yearsAccounts Payable/Receivable · 10 yearsData Entry · 10 yearsEmail Support · 10 yearsFinancial Reporting · 10 years

Skills & Expertise

Customer Success

Phone SupportExpert
Ticket ManagementExpert
Email SupportExpert
Technical SupportExpert
Lead ManagementAdvanced
Live Chat SupportAdvanced
LiveChatIntermediate

Finance & Accounting

Accounts Payable/ReceivableExpert
Financial ReportingExpert
QuickBooksAdvanced

Virtual Assistance & Admin

Data EntryExpert
Email ManagementExpert
Document ManagementExpert

Sales & Business Development

Account ManagementExpert

Work Experience

Premium Banker / Product Specialist/Merchant Services (Call center agent)

Nedbank

Apr 2015 - May 2025

Job Responsibilities:

Facilitated home loan transactions, ensuring swift processing and compliance.  Managed credit card limit increases, regrades, and upgrades, improving client satisfaction.  Resolved finance-related disputes, achieving higher customer retention rates.  Administered Greenbacks redemptions and managed replacement card requests.  I identified sales leads and promoted digital adoption (Money App, In...

Live Chat SupportTechnical SupportPhone SupportLiveChatData Entry

Manager

Midas

Mar 2000 - Dec 2014

Job Responsibilities:

Directed daily store operations and supervised a team of 10 employees, ensuring productivity, service excellence, and operational compliance.  Performed daily, month-end, and year-end financial reconciliations with accuracy, maintaining robust financial controls.  Extensive experience managing both the full creditors and debtor’s functions  Strengthened supplier and customer relationships, driv...

Accounts Payable/ReceivableData EntryQuickBooks

Quick Stats

Age50 years
GenderMale
English LevelFluent
Other Languages
AfrikaansFluent
ID VerificationVerified
Portfolio
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Education

Certificate

Banking Chartall Business College

2021 - 2021

Certificate

Banking Chartall Business College

2021 - 2021