CapitecService Consultant and 2IC
Oct. 2018 - Jul. 2024Amanzimtoti, KwaZulu-Natal, South AfricaDaily duties involve:
- Sales (Credit, Funeral Cover, Sim Cards, Home Loans, Switching of Debit Orders, etc.). - Client service.
- Takes lead when required. - Telemarketing.
- External Marketing. I also do some management tasks.
- 2IC in branch - Mandate Credit
- Opening and Closure of the Branch
- Complete Daily Register on OHS Work trainer.
- Complete Wrap Up sheet by end of day.
- Planning how many SC’s are needed for the following week’s Sunday’s.
- Planning - I capture our daily Stats. Also does the necessary calculations of where we are currently and what we need to meet set targets.
- I do stationary orders. Especially on SAP Fiori.
- Double Check loan applications for other consultants to prevent unnecessary mistakes. - Correct spreadsheets when there are mistakes.
- Help other Consultants when they have computer issues.
- Does card checks.
- Clean and fix Card Printers.
- Reporting of daily stats to RM when managers are not in. - Alarm testing once a month.
- Fill and check necessary checklists once a month.
- First Aider
- Completed OBC4 Banking (NQF 4 in Banking) and currently busy with ABP (NQF 5).