Megan Andrews
School of Professional Accounting: CA Connect Advisor CTA/Bridging Course at Milpark Education- Claim this Profile
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English -
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Afrikaans -
Topline Score
Bio
Credentials
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National certificate in banking Financial Services
Milpark EducationFeb, 2014- Oct, 2024 -
regulatory exam re5
Financial Services Board
Experience
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Milpark Education
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South Africa
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Higher Education
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200 - 300 Employee
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School of Professional Accounting: CA Connect Advisor CTA/Bridging Course
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Dec 2021 - Present
Achieves sales targets set for PGDA(SAICA accredited) and Bridging online short course programmes. Plans and schedules visits to allocated/ agreed schools / universities. Initiates appropriate sales drives and promotional activities on and off campus so as to convert enquiries into enrolments and thus meet student intake targets, annually. Participates in campus promotional activities to promote post graduate studies to existing students including career fairs, open days etc. Daily monitoring and assistance of website enquiries and applications telephonically and via email which aims to assist with sales targets per Student Advisor. Daily participation and service delivery on SAM, ZENDESK which ultimately aims to lead to converted student acquisition. Ensuring the follow up of outstanding documentation of the student. Relationship Management Builds trusts relationships with students, prospective students, Attend to queries from students either face-to-face, telephonically, on line, Ensuring prospective students have an enhanced experience. Receives, evaluates processes applications from prospective students. Ensures procedures followed. Conducts interviews with prospective students and provide feedback Liaises with SBU'S Academic Operations Co-Ordinator for acceptance letters, ensuring proper tracking Keeps records of student interaction and engagement and tracking telephone conversations Prepares sales statistics Compiles reports Follow up on payment for apps and reg deposits. Reconciles paid applications with registrations. Liaise with Academic support to ensure acceptance letters have been disseminated. Tracking Online website enquires and applications to be sent a follow up email All SAM & ZENDESK prospects to receive the necessary documentation and follow up. Show less
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Kynoch Boxing Gym
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Cape Town, Western Cape, South Africa
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EntryLevel Sports Counselor-Exec Assistant: 2xChampion of Africa WBO/IBF International SSK
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Jan 2020 - Dec 2021
-Optimizing Brand -Social media management, expanding, developing, creating, across social media platforms. Champions possess kinesthetic intelligence, My intuitive akin, vision, conceptualizing, recognizing no individual has the same ability, Gifted or acquired, Embracing my athlete, Promoting positivity, delivering, managing, discretion, holistically, democratically, realistically,listening2understand, not dictate,1Goal, A Victor. Inspirer l'espoir et la promesse. The freedom2enlighten as I am receptive, To share his story with the world, I the aid assuring efficiency. "We rise", -Calendar management booking -Establishing trust relationships during uncertain economic climates, met with skepticism, yet the emotional maturity subconscious&Conscious ensuring success, measuring my clients "attractiveness" nationally&internationally, relevant, consistent, adaptable, transparent, fair sportsmanship, respect, critical thinking by an unapparelled mindset of a champion, relatable, crusading inclusivity, culturally responsible towards affected socio economic, previously excluded, or otherwise, inspiring those afraid, socially aware humanity is intertwined. Introducing community ties coaching, mentoring programs, imperative intricate, innate understanding allowing free flow of information sharing with athlete, management TM. -Utilizing elements Sports promotion mix, public relations, personal selling, promotion, positive effects of sportsmanship, ambassadorship, leadership, allowing athlete to be in control of his business, Trust. Displaying ethics, honesty, integrity Ownership, freedom, express passion, sheer impact at scale, overall boost in moral, attracting sponsorships, scrutiny, sustaining, captivating, elevating, enhancing athletes star quality, ability to continuously increasing & campaign, change, relevance, emphasizing sport, unequivocal confidence, personal beliefs the athlete embodies, sport will irrefutably facilitate exposure opportunity universally. Show less
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Absa Group
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South Africa
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Financial Services
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700 & Above Employee
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Priority Banking and Client Services
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Mar 2015 - Oct 2020
1. A Priority Banking Relationship Manager is primarily responsible for providing financial solutions to the Priority customers and ensuring value added services. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. 3. Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. 4. Increasing customer engagement through other non-investment products like Forex, Remittances, Loans, etc. to the new and existing customers. 5. Ensuring that the customers are sufficiently educated/ leveraged on the best financial solutions Networking internally as well as arranging external activities with other business units. Remain relevant, pro active by learning and developing. Taking accountability, responsibility and ownership. Doing it right the first time. Remain up to date with The BANKS Act, Regulatory Changes: Risk-based AML Measures. Under Financial Action Task Force (FATF) regulations, banks must take a risk-based approach to AML/CFT. Identity Verification. PEP Status. Sanctions Screening. Transaction Monitoring. ... Suspicious Activity Reports. AML Training. Compliance Officer Show less
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Absa Group
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South Africa
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Financial Services
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700 & Above Employee
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Consultant Unsecured Lending, Secured lending, Retail banking
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Jan 2009 - Sep 2011
Evaluate credit worthiness by processing loan applications and documentation within specified limitsInterview applicants to determine financial eligibility and feasibility of granting loansDetermine all applicable ratios and metrics and set up debt payment plansCommunicate with clients either to request or to provide informationJustify decisions (approvals/rejections) and report on themComplete loan contracts and counsel clients on policies and restrictionsUpdate job knowledge on types of loans and other financial servicesMaintain and update account recordsAssess customer needs, explore all options and introduce different types of loansDevelop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas Show less
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Customer Service and Sales Consultant
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Mar 2003 - Mar 2009
Greeting clients when entering the bank, directing clients. Offering any needed assistance.Resolving queries within agreed SLA, understanding the customer's requirements, and direct him to the appropriate desk.Explain facilities provided by the bank, educate clients on utilization of the different banking applications Online Migration registrations, Banking app, Cell phone banking, ATM Services, Absa online, Absa Rewards, as well as all the value added services the organization has to offer. Update client information KYC/FICA, assisting, advising, (RE compliance) account opening, loan processing, savings and investments, Home loans, Insurance, Long term Insurance: Sub Category A, Long term Insurance: Category B1. Compliance is vital, CPA, KYC, the bank confidentiality act as well as policies and procedures followed at all times, to protect the reputation of the Bank.Update clients on the progress of application requests within SLAAssist clients with documentation required for completing transaction, as well prepping order when presenting for approval. Referring clients, networking, internally and externally, establishing trust relationship. Proud and professional at all times.Promote various financial products sold by the bank and help the customers make the right choice as per their budget.Tackle all the complaints registered with the customer service desk. Provide practical solutions to the aggrieved customers or forward the complaints to higher authorities for resolving.Verify the contact details of the customers periodically and update the records with the changes.Respond to the queries made via e-mails and telephone calls and answer queries satisfactorily.Update the bank's website with the bank's latest developments - expansion plans, launch of facilities, etc.Set up appointment of the customers with the bank authorities over telephoneReceive feedback from the customers. Forward the complaints and suggestions of the customers to the manager. Show less
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Education
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2008 -
Moonstone Business School of Excellence
First level regulatory examination, Banking and Financial Support Services -
Milpark, Unisa
Banking and Financial Support Services
Community
