Senior Pricing Manager

• Sep 2022 - Present

Senior Pricing Manager

• Feb 2021 - Sep 2022

Assist with the accounting and retail transactional pricing aspects within First National Bank. Collaborating with the finance team, platform vendors, and employees to manage retail workflow. This includes monitoring price and market movements, compliance with regulations and policies, and the control of associated risks. It also includes formulating and executing pricing policy changes in compliance with industry standards, analyzing price changes, troubleshooting processes, supporting audits, and conducting pricing optimization. Creating solutions of core business and operational problems and help minimize risks, as well as evaluate and coach staff. Other duties included are vendor management, communication with other managers, and relationship management. To perform these (and other) duties, one need to review active base, assess values, and calculate rates. Effective communication with staff, partners, and accounting professionals to ensure that all aspects of pricing and employee development are taken care of in a timely and effective manner. Show less

Pricing Specialist

• Aug 2017 - Jan 2021

Manage costs / expenses within approved budget to achieve cost efficienciesDeliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutionsSolving any pricing related queries within a turnaround time of 24 hrsInteracting with existing and new Product Houses in attaining pricing related dataMaintenance & data integrity checks of the pricing database and maintaining all new pricing codes on system and ensuring that the Product Schedule is always up-to-date.Assisting Pricing Operations in the smooth running of the annual and ad-hoc pricing process and identifying improvements to the pricing processTesting all monthly exception files against source to ensure the rules are correct.Testing all pricing-related issues on UATEnsuring that the Data Integrity report is always clean and check the extraction files to ensuring the information on the pricing database file is accurate before sending monthly the pricing exception reports to users Show less

Private Wealth Advisor

• Jan 2016 - Jul 2017

Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients and increase potential of existing portfolio.Analyse client’s current product offerings and solutions with the aim of ensuring FNB Wealth is the client’s primary banking institution. In addition, identifying transactional and lending requirements.Understand and market all Transactional Banking products within the FNB Wealth offering. Understand and market all Lending solutions within the FNB Wealth offering: Overdrafts, Mortgage (Single Homeloan), Mortgage (Multiple asset/ multiple property), Commercial Property Finance, Share Based Lending.Successfully implement, track and report on Client Campaigns and initiatives.Track, control and influence sales activities with the specific aim of achieving previously determined sales targets.Maximise cross sell opportunities through the identification of specialist advisory requirements. E.g. Wealth Management, Fiduciary, Portfolio Management.Manage the growth of active customer Account Base to increase Client base and revenue. Show less

I.T Technician

• Jan 2015 - Jan 2016

As a support technician I am required to maintain the computers, network servers and phone technology in business settings. I work daily with the hardware, repairing or replacing defective equipment, I was required to install new or upgraded software and conduct testing on new or current software. A key responsibility was to diagnose problems in computer hardware and may be called upon to troubleshoot problems for users and may work in a help desk or on-call position. As an IT support technician often, I would verify that needed upgrades are installed on systems and may need to conduct periodic inventory of the computers used in a business. A critical responsibility for me was the collection of outdated equipment for recycling or disposal and responsible for installing new computers and attaching peripheral equipment such as printers. Required to instruct new users on software or hardware, especially when major upgrades are made. Show less

Junior Account

• May 2013 - Jul 2013