Zandile Seheri-Mahlangu

I was employed by FIRST National Bank as a Foreign Exchange consultant I thrive on new challenges and work well in a multi-cultural, multidisciplinary environment. Quality is a must and enhancing client’s experiences is a priority. Learning organizations is where I am most passionate.   

Acting as the key contact point; coordinating external contractors and expenses; coordinating event registrations and bookings; preparing event materials; and organising the communications including Electronic Document Management System  meaning collection of technologies that work together to provide a comprehensive solution for managing the creation, capture, indexing, storage, retrieval, and disposition of records and information assets of the organization.

First National Bank  

FOREIGN EXCHANGE CONSULTANT (OUTWARDS)

BANKCITY (JOHANESSBURG

Dec 2019 to June 2020  

• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service   
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate   
• Report on transactional and process activities within set guidelines to supply timely information for decision making   
• Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards   
• Ensure accurate capture of data and validation of customer documents to minimize risk   
• Comply with relevant statutory, legislative, policy and governance requirements   
• Develop and manage key stakeholder relationships that enable achievement of operational objectives  

CITADEL INVESTMENT SERVICES

WESTERN CAPE (CLAREMONT) 

 MARKETING COORDINATOR                 April 2016 – October 2017   

• Support the Marketing Team and its Head in their drive to: 
• Bring forth  strategic initiatives for our high Net Worth clients that underpin the Citadel brand. 
• Supply  overall administrative support to the group. This entails ensuring that all regulatory and business requirements are met with regards to events management.
• Accepting feedback in a professional and constructive manner. Good understanding of general business processes and reporting. 
• Able to take criticism and self-critical. 
• Rebranding for the Citadel Group (Citadel, BayHill, and Cannon) Documentation Matrix, Streamlined documents.
• Creating national event Invitations, Aide Memoires and Thank You notes.
• Support and management of all Cape Town events. 
• Ensure office and PI stationery cupboards are always stocked. 

CITADEL INVESTMENT SERVICES            October 2013 – March 2016

PRETORIA (LYNNEWOOD) 

COMPLIANCE BILLING                                      

• Supply overall administrative support to clients’ portfolios by loading and validating fees that impact the client’s portfolio and cash flow.
• Request statements, via email, telephonically or retrieving from website.
• Load portfolio values on clients record so that the statement and the client’s record match.
• Compare statements for transaction movements.
• Capture all relevant transactions such as withdrawals, contributions and switches.
• Compare last quarter annexure with the current annexure.
• Adhere to billings rules and processes.
• Adhere to guidelines such as, existence of authority letter and correct fee date.
• Update system with valid reasons for fees checked after 4 days.
• In the case of finalizers:
• Check and compare fees.
• FIRST NATIONAL BANK                          July 2007 – September 2013

BANKCITY (JOHANESSBURG)

FOREIGN EXCHANGE CONSULTANT (INWARDS) 

• CERAGRAM                                 JUNE 2007 – JULY 2007

PRETORIA WEST 

DATA CAPTURE 

• ABSA                                    JULY 2006 – JANUARY 2007 

PRETORIA CBD 

CALL CENTRE AGENT (INBOUND AND OUTBOUND) 

Obtain Diploma in Marketing Management from Damelin College (2015) 

Obtain Certificate in Business Management from Tshwane University of Technology (2003)