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Cape Town
Chwayita  Saliwa

Chwayita Saliwa

Service consultant

Banking / Loans

Cape Town, City of Cape Town

Social


Services offered

Results-driven banking professional with a solid foundation in financial analysis, risk assessment, and customer relationship management.12 years of experience in the banking industry, including roles in retail banking and financial analysis. Expertise in evaluating credit worthiness, managing loan portfolios, and delivering financial solutions tailored to customer needs. Adept in analysing financial statements, conducting market research, providing strategic financial recommendations and general accounting transactions.

Approximate rate: ZARR 120 per hour

Experience

·   Meet business goals and exceed client expectations
·   Increased company turnover by exceeding contracted targets
·   Use of Qmatic systems, quality check FICA documents before scanning to the banking system
·   Update demographics such as address, names changes, with required documents and update standing order instructions based on information provided by clients
·   Adhere to banks policies and procedures when processing clients requests and provide detailed explanation of different products with transparency
·   Enrollment of clients fingerprints and capture profile pictures
·   Assist clients with self-service and Atm, taking deposits, generate bank statements as well as proof of accounts
·   Assist clients to create stop orders, transfers, use of internet banking
·   Educate clients on the convenience, security and functionality of digital and self-service solutions, processing of cash transactions
·   Assist clients to download online applications and resolve any log issues
·   Assist clients to buy value added online or through self service
·   Facilitate a conversion with a client to assist them to complete their service needs online
·   Build and maintain client relationship by keeping clients informed of progress regarding their application, queries and requests
·   Discover client's service and digital needs through connecting, understanding and delivering financial solutions with care
·   Clerical admin duties, SAP updates on monthly basis and maintain filling system
·   Required to assist newly appointed service Consultant with system navigation while they observe
·   Act as a mentor to less experienced service Consultants because of level product and process knowledge
·   Recommended additional, useful services to customers, which helped to increase overall sales.
·   Received outstanding feedback for providing attentiveness and patience when assisting dissatisfied customers.

Education

N6 certificate in Financial management and currently studying  Bachelor of commerce in financial management  second year at Mancosa 

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