Raquel Isaacs
Services provided: Sales Representatives , Bank Investment Consultants , Administrative Assistants , Admin - Data Entry & Transcription Services , Financial Consultants
About Raquel Isaacs:
I have over a decade of experience in the banking industry, where I worked as a customer sales and service consultant from 2007 to 2018. In this role, I was responsible for providing excellent customer service, handling various financial transactions, and cross-selling products and services to meet customer needs. I also received several awards and recognitions for my outstanding performance and customer satisfaction ratings. In 2018, I joined Bidvest as a technical administrator, where I manage the technical aspects of the company's operations, such as software installation, troubleshooting, and maintenance. I also coordinate with vendors, suppliers, and internal teams to ensure smooth and efficient service delivery. I am proficient in various computer applications and systems, and I have excellent communication, problem-solving, and organizational skills.
Experience
I have over a decade of experience in the banking industry, where I worked as a customer sales and service consultant from 2007 to 2018. In this role, I was responsible for providing excellent customer service, handling various financial transactions, and cross-selling products and services to meet customer needs. I also received several awards and recognitions for my outstanding performance and customer satisfaction ratings. In 2018, I joined Bidvest as a technical administrator, where I manage the technical aspects of the company's operations, such as software installation, troubleshooting, and maintenance. I also coordinate with vendors, suppliers, and internal teams to ensure smooth and efficient service delivery. I am proficient in various computer applications and systems, and I have excellent communication, problem-solving, and organizational skills.
Education
I am a qualified financial services representitive with a Key Individual RE5 certificate. This certificate demonstrates that I have passed the regulatory exam for key individuals and that I comply with the fit and proper requirements of the Financial Advisory and Intermediary Services Act. The purpose of this certificate is to ensure that I have the necessary knowledge and skills to perform my role as a key individual in a responsible and ethical manner. I am in the process of completing my banking certificate in the near future.
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