Letitia ETZEBETH

I am a dedicated and detail-oriented finance professional with over 10 years of experience in the banking sector, and the past 3 years focused on bookkeeping and financial administration in my current role. My background has equipped me with a strong understanding of financial systems, client service, and accurate record-keeping. I am currently relocating to Riversdal and am seeking a new opportunity where I can contribute my skills and continue to grow professionally within a dynamic team.

Employment

Name of Company                                                                                     Lone Bull Management Services

February 2022-Current

Position Held:                                                                                              Receptionist

Duties:

• Serves Client’s by greeting, welcoming and directing them appropriately
• Offering Refreshments to the client’s when they have to attend a meeting at our office
• Notifies Company personal of visitor arrival
• Answering the Phone
• Taking Messages 
• Stationary: Ordering Stationary, receiving Stationary & Distributing Stationary between staff and the offices
• Making sure that the boardroom is neat during the day especially after a meeting.
• Keeping Office Clean:

-reception neat and tidy at all times

-Making sure kitchen is clean

• POPIA – Complete the compliant templates for all 5 companies (LBMS, MVNP, BBD, BBE, WCM) 

-Completing PAIA Manual:

-Complete First Action Spreadsheet

-Complete Master Data Spreadsheet

-Complete Organisations Spreadsheet

-Complete Asset Register Spreadsheet

-Complete People and Contractors Spreadsheet

-Complete Account number list Spreadsheet

-Complete training Spreadsheet

-Complete ROPA 1:Activity Map Spreadsheet

-Complete ROPA 2:Assessment of Activity Map Spreadsheet

• Vehicle Licences :

Make sure it is up to date

complete necessary forms to renew disk

Renew disk at traffic department

Make sure that the new disk are given to the relevant person to replace the old one

• Fines: 

Pay outstanding fines

Capture on template when the fines are paid 

• buying refreshments & cleaning products for both the offices
• maintenance of lights
• maintenance of aircon
• Ordering of uniforms – office jackets
• registering online courses –(if Maureen sends me a request to register a course)
• Post Office: 

Collecting all post from the Tygervalley & Durbanville post box

Collection registered post at post office.

        Renew both post boxes

        Distributing the post at the office

• Pettycash: 

To make sure there is cash available at all times if needed

All transaction’s to be noted on excel sheet

Balance of Petty Cash Monthly

Withdraw money at ATM 

Keep all slips when debit card are used 

• Opening and Locking Offices
• Bookkeeping: Sage1

                              Import of bank statement

Capturing of customer & Supplier invoices

Capturing of customer & Supplier Credit Notes

Capturing of customer & Supplier Allocating Payments

                                             Capturing of customer & Supplier Process Journals

                                             Capturing of customer & Supplier Capturing Adjustments

                                             Capturing of customer & Supplier Capturing of new clients and new suppliers

                                             Update asset register

                                             Vat recon

                                             Submission of EMP201 Return

                                             Submission of Vat201 Return

• Annual Returns
• Directors change
• Address change on CIPC
• Beneficial Ownership Submit
• Change of Shareholders
• Issue shareholders Certificates

Reason for leaving: Due to relocation

Employment

Name of Company                                                                                     DERMANATURAL Pet Naturals

December 2017 – January 2022

Position Held:                                                                                              Managing Director 

•  Determine customer needs through interaction with client
•  Attempt to resolve customer enquiries at the first point of contact
•  Invoicing client
•  Import products from UK
•  Liaising with UK Creative Brand Director and Marketing 
•  Posting all social media 
•   Co-ordinating Events for Exhibitions of products with UK branch
•  Ensure that client receives feedback on enquiries.
•  Sending and receiving parcels via Courier company.
•  Establish and maintain good professional relationships with all internal and external
•  stakeholders.
•  Provide excellent customer service and impeccable telephone etiquette.
•  Adhere to the Service Level Agreement (SLA) provisions and turnaround times of
• handling and finalising client’s order requests and queries.
•  Processing banking payments and accounts
•  Emailing and phoning cold leads
•  Stock Taking
•  Processing Online sales

Reason for leaving: Company closed due to Covid.

Name of Company                                                                                     Absa Bank Retail & Business Banking

March 2015 – November 2017

Position Held:                                                                                              Collateral Consultant

Duties:

• Accurately prepare Collateral Securities prior to payout of facilities in line with

policies, procedures and audit requirements, ensuring adherence to the Service Level

Agreement (SLA) provisions and turnaround times of handling and finalising client’s requests

and queries.

Administration and Quality

• Monitor work queues daily to ensure all work received is completed within SLA.

• Complete all requests forwarded to you timeously and effectively, with zero

comebacks as the norm.

• Ensure quality and accurate processing of clients requests according to Quality

Assurance Standards.

• Ensure that client receives feedback on escalations received.

• Capture daily work completed on operating systems.

Risk and Compliance

• Ensure all administrative and processing activities comply with Absa Risk, policies

and procedures, as well as legal and regulatory requirements to prevent frauds and losses.

• Adhere to all processes in the Regional Fulfilment Centre and identify opportunities

to improve processes.

• Ensure that changes to processes are effectively incorporated into all administrative

activities.

• Report and escalate all system related issues.

• Destroy confidential and/or sensitive information appropriately accordingly to

Information Security Policy.

• To work towards the department’s goal of achieving an acceptable Audit level.

• Escalate any deviations from standards to Line management.

• Ensure own regulatory and legislative training is completed on time.

Client Service

• Establish and maintain good professional relationships with all internal and external

stakeholders.

• Provide excellent customer service and impeccable telephone etiquette.

• Adhere to the Service Level Agreement (SLA) provisions and turnaround times of

handling and finalising client’s requests and queries.

• Handle any and all customer queries.

Teamwork

• Take responsibilities for routine responsibilities on a regular basis with other

members of the team.

• Attend team meetings and contribute fully, including suggestions on improving

customer service.

• Team Support by training, coaching, sharing knowledge and best practices.

• Participate in the creation and implementation of Your view survey actions for the

team

Self-Development

• Maintain and continuously look for opportunities to further develop skills and

knowledge base.

• Remain up to date with industrial and sector knowledge and information.

• Pursue opportunities for further education and training.

• Identify training needs and pursue internal and external opportunities were relevant.

Reason for leaving: Relocated to Langebaan 

Employment

Name of Company                                                                                     Absa Bank Retail & Business Banking

December 2014 – February 2015

Position Held:                                                                                              Sales Consultant

Duties:

• Determine customer needs through interaction with client

• Attempt to resolve customer enquiries at the first point of contact

• Update demographics such as address changes, name changes

• Update standing order instructions based on information supplied by customers

• Utilise the pin pad system at the counter to assist customers in pin related queries

• Adhere to banks policies and procedures when processing client requests

• Educate customers on the Banks procedures, security requirements

• Explain the campaign details to customers in brief and direct them to the Sales Consultant

for further action

• Identify sales leads and cross selling opportunities by talking to customers to understand

their needs and requirements

Opening new accounts

Giving advice to client’s

• Verify the customers identity according to procedures prior to proceeding with inquiry or

transaction

• Identify potential fraudulent transactions and report to management

• Adhere to legislation and regulatory requirements as applicable of CASA, FICA, National

Credit Act (NCA)

• Identity documentation, refer issue to supervisor or line manager to take decision on whether

to proceed with the customer’s request

• Reconcile physical stock including but not limit to ATM Card, cheque books, credit card in

line with the Bank's operating procedure

Employment

Reason for leaving- Promotion

Employment

Name of Company                                                                                     Absa Bank Retail & Business Banking

February 2007-November 2014

Position Held:                                                                                              Customer Service Clerk

Duties:

• Determine customer needs through interaction with client

• Attempt to resolve customer enquiries at the first point of contact

• Update demographics such as address changes, name changes

• Update standing order instructions based on information supplied by customers

• Utilise the pin pad system at the counter to assist customers in pin related queries

• Adhere to banks policies and procedures when processing client requests

• Coordinate calling file according to the laid down policy and procedure

• Coordinate card stock according to laid down procedures and manage the cheque book

library

• Educate customers on the Banks procedures, security requirements

• Explain the campaign details to customers in brief and direct them to the Sales Consultant

for further action

• Identify sales leads and cross selling opportunities by talking to customers to understand

their needs and requirements

• Verify the customers identity according to procedures prior to proceeding with inquiry or

transaction

• Identify potential fraudulent transactions and report to management

• Adhere to legislation and regulatory requirements as applicable of CASA, FICA, National

Credit Act (NCA)

• Identity documentation, refer issue to supervisor or line manager to take decision on whether

to proceed with the customer’s request

• Reconcile physical stock including but not limit to ATM Card, cheque books, credit card in

line with the Bank's operating procedures

Millpark Business School :National Certificate:Banking Services Advice