Colleen Julies

Private Banker at FNB International Private Clients
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Contact Information
us****@****om
(386) 825-5501
Location
City of Cape Town, Western Cape, South Africa, ZA
Skills

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Bio

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Credentials

  • REGULATORY EXAM
    Moonstone Interactive
    Jan, 2014
    - Oct, 2024

Experience

  • FNB International Private Clients
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Private Banker
      • Mar 2008 - Present

      To acquire, develop and strengthen customer relationships through effective relationship management in accordance with balanced scorecard To contribute to bottom-line through entrenching existing clients via up-selling and cross-selling and sourcing of new business Ensure superior customer service thereby contributing to the overall customer experience of FNB Premier Banking Engage with the customers in a professional way as specified in the service standards Deal with customer complaints and ensure that it is resolved to the satisfaction of the customer Work on CRM tool Show less

  • Northlink College
    • South Africa
    • Education Management
    • 300 - 400 Employee
    • Creditors Clerk
      • Mar 2007 - Mar 2008

      Creditors Clerk Processing of all Student refunds Petty cash audit and controller Campus accounts management Accounts reconciliation Creditors Clerk Processing of all Student refunds Petty cash audit and controller Campus accounts management Accounts reconciliation

  • Woolworths
    • South Africa
    • Retail
    • 700 & Above Employee
    • Customer Service
      • Jun 2006 - Mar 2007

      Service and sales Working within a team Cross sell, risk management Service and sales Working within a team Cross sell, risk management

Education

  • Northlink College
    National Diploma, Finance and Financial Management Services
    2005 - 2007

Community

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