Project Coordinator

• Jun 2016 - Present

Investment Clerk/Foreign Exchange Consultant/Sales Consultant/Teller, Enquiries & Fica Clerk

• Apr 2013 - May 2016

Investment Clerk • Provides a support function to the Branch Administration Manager. • Performs as a co-treasury custodian for Branch cash holdings. • Acts as a supervisor for authorization of certain Branch banking transactions. Foreign Exchange Duties: • Dealing with all foreign exchange transactions, handling cash, cheques, bank giro credits, travellers' cheques and foreign currencies. • Buying and selling currency and up-selling at all times. • Dealing with money transfers. • Handling large amounts of cash including sterling and foreign banking. • Dealing with all foreign exchange enquiries. • Providing good customer service and encouraging repeat business. • Ordering currency. • Balancing and banking at the end of the day. • Ensuring you are completing all transactions compliantly in accordance with ABL guidelines. Relief Enquiries Duties: • Responsible for attending to all general enquiries from all walk in clients and to direct them to the appropriate consultants to deliver excellent client service. • Provides efficient and effective service to clients. Relief Teller Duties: • Provides account services to customers by receiving deposits; cashing cheques; issuing savings withdrawals etc. • Records transactions on systems. • Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins. Sales Consultant Duties: • Responsible for attending to all walk in clients and attending to consultation with client; • To deliver excellent client service; • Cross sell the banks products at all given opportunities; • Attending to all Sales related queries. • Opening of New Accounts; • Ensuring consults are in accordance with bank guidelines etc. Show less