Lunga Gqomo

• Gain new clients for business, process loans, investments and open new transactional accounts for them, ensuring that correct KYC measures are put in place identifying and verifying all clients during onboarding.
• Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
• Develop long lasting relationships with clients.
• Ensure proper and informative detailed calls are done daily. Keep sales report and discuss with branch manager.
• Achieve monthly and annual sales targets set.
• Ensure that all transactions done are properly documented, and align with company's policies and procedure for audit purposes. Any fraudulent and suspicious transactions and documents to be reported.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness.
• Educates clients on responsible use of credit and effective money management.

Reference: Hazel Moodley (Branch Manager): 0824474145.

• Gain new clients for business, process loans, investments and open new transactional accounts for them, ensuring that correct KYC measures are put in place identifying and verifying all clients during onboarding.
• Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
• Develop long lasting relationships with clients.
• Ensure proper and informative detailed calls are done daily. Keep sales report and discuss with branch manager.
• Achieve monthly and annual sales targets set.
• Ensure that all transactions done are properly documented, and align with company's policies and procedure for audit purposes. Any fraudulent and suspicious transactions and documents to be reported.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness.
• Educates clients on responsible use of credit and effective money management.

Reference: Pearl Noah (Branch Manager): 0664785709/ 0834376853.

• Assisted branch floor by working as host, resolving customer's quick queries at first contact.
• Observed teller space as cash transactions were concluded.
• Assisted at customer service department by working as customer service clerk.
• Observed and worked as sales consultant
• Sat with branch administrator and branch manager to observe that policies and procedures were being followed by all employees in the bank.
• Attended training that unpacked "Know Your Customer" document and ensured that we were FAIS compliant.
• Was elected by branch manager, as change enabler leader for the team.
• Observed financial advisor as well as assisted in providing them with quality leads from walk in customer.

Reference: Pearl Noah (Branch Manager): 0664785709/ 0834376853.