Experience

Mercantile Bank

• Financial Services
• 200 - 300 Employee

• Business Manager

  • Jul 2012 - Present

• Business Manager

  • Jul 2012 - Present



Mercantile Bank Limited

• Cape Town

• Business Banker

  • Jul 2012 - Present

   Interviewing new and existing business and personal clients;  Profitable growth in sales – Mining existing portfolio;  Customer service, efficiency and retention  Portfolio Management - Proactively contacts customers in order to arrange appointments or discuss any sales opportunities;  Lending and risk management;  Prevent revenue leakage;  Submitting credit applications, extension of facilities as well as annual review applications;  Prepare and finalise all security documents as per facility requirements;  Assessing company and personal financial statements;  Opening of personal and business accounts;  Monitor clients accounts in excess of facilities;  Compliance and legislation - Adhere to FICA, FAIS, Code of Banking Practice, National Credit Act, Companies Act etc.



Standard Bank Group

• South Africa
• Financial Services
• 700 & Above Employee

• Account Analyst

  • Sep 2009 - Jul 2012



Standard Bank

• Stellenbosch

• Account Analyst

  • Sep 2008 - Jul 2012

  Account Analyst (2009 to June 2012)  Actioning of daily referral report. Contact customers that have gone into excess to establish when excess will be rectified.  Prepare and submit excess reports to Account Executive, upon receipt amend if necessary, and submit to Credit.  Draw up a schedule of charges to be collected from customers whose accounts are in excess.  Filing of all correspondence weekly.  Assist with and resolve customer queries regarding their accounts before escalating to Account Executive.  On receipt of monthly dormant accounts, follow up with customer to ascertain why the account is dormant and forward comments to Account Executive.  Prepare and finalise all security documents as per facility requirements.  Assessing company and personal financial statement  Submitting extension as well as annual review applications.