Matthews - Banking - Cape Town, Western Cape, South Africa

Kashiefa Matthews

Cape Town, Western Cape, South Africa

Summary

I believe that my skills will make me a competitive candidate for any position. From my curriculum vitae you will note that I have a vast experience within various fields. During my 12years of employment at Absa Bank Ltd, I attained a wealth of knowledge which I will be able to utilize in any field of employment in the future as am flexible and see any new task as a challenge and an opportunity to grow.
I would like to take this opportunity to assure you that I am trustworthy, hardworking, honest and reliable and that I will be an asset to the company and will perform in my capacity, to the best of my ability.

Services

Banking

Summary:

Responsible for communication between private banker, client and bank functions.
Manage Private Banker’s diary
Private banking transactions for high net individuals (local and abroad)
Growth and maintenance of client relationships

Work History

Administration/Scanning Official

Absa Insurance and Financial Services

From June 2014

To ensure the timeous and accurate processing of advisors client information are prepped within timing set standards.
To ensure that all documentation are dispatched to Advisors
To ensure that the process are within agreed standards and time frames.
To perform output checks to ensure that all dispatched documentation is correct and accurate.
To regularly liaise with internal (staff and consultants) and external clients (brokers, clients) with a view to keeping them informed and abreast of all problems and relevant issues.
To ensure that the client queries are handled efficiently and effectively, hence ensuring and maintaining client satisfaction.
To ensure that all data or changes to data reflect events as they occur and are correct.
Scanning and Renaming of Documents/Uploading of Documents
Liaise with all the advisors in the Western Province regarding the scanning project and to ensure that everything runs accordingly
Ordering of Metro file boxes and ensuring that these boxes are correctly send to Metro file for archiving
Assist the financial Advisor with becoming paperless and be more pro-active in delivery excellent service to customers.

Client Services Representative

OASIS Group Holding (Pty) Ltd

February 2012 - December 2012

Attend to incoming and outgoing calls professionally and resolve all queries efficiently for both the Mancos and the LISPs
Attend to Client queries in our office of a factual nature this may be a redemption, switch, transfer, lump sum additional investment, change of details, or change of debit order, etc Ensure that Clients are given the correct forms to complete and that they are assisted to complete the required fields.
Follow up with Clients on outstanding documents (E.g. FICA or bank details). Endowment , Preservation funds and Unit Trust
Obtain documentation from IFAs. Broker queries
Assist with generating systems reports as required
Prepare a daily report on balance enquiries received, daily statements sent to client, processing follow ups resolved, etc.
Prepare and update the procedure manuals
To assist with walk-in clients to ensure that all documentation are dispatched to relevant department
Reporting to directors about UK London office
To perform output checks to ensure that all dispatched documentation is correct and accurate.
To regularly liaise with internal (staff and advisors) and external clients (brokers, clients) with a view to keeping them informed and abreast of all problems and relevant issues
To perform system versus instruction checks to ensure correct and accurate capturing of data
To ensure that all data or changes to data reflect events as they occur and are correct

Administrator CIB

Absa Business Bank Tygervalley

March 2011 - August 2011

To ensure the timeous and accurate processing of clients request within timing set standards.
To ensure that all documentation are dispatched to clients.
To ensure that the bulk-end runs (i.e. recons debit orders etc) are process within agreed standards and time frames.
To perform output checks to ensure that all dispatched documentation is correct and accurate.
To regularly liaise with internal (staff and consultants) and external clients (brokers, clients) with a view to keeping them informed and abreast of all problems and relevant issues.
To perform system versus instruction checks to ensure correct and accurate capturing of data.
To ensure that the client queries are handled efficiently and effectively, hence ensuring and maintaining client satisfaction.
To ensure that all data or changes to data reflect events as they occur and are correct.
ABSA Vehicle and Asset Finance
Handle account queries
Request settlements and send to CAF
Request Registration Documents.
Handle AVAF Switchboard
Before release of Registrations Documents check if clients are correctly FICA
Request Audit Certificates and Statements for AVAF accounts
Request of Border Letters

Suite Administrator (Contract)

ABSA Private Bank - Claremont

August 2010 - October 2010

Process teller transactions by drawing and checking daily recon enquiries from FBSS (Banking Application System) in order to validate the transaction documentation completion performed by Private Bank staff and/or clients.
Adhere to mandate requirements when processing transactions, as well as to pricing manual in terms of recovering of Unique fees.
Reception and switchboard relief
Prepare applicable documentation for submission to processing units.
Conduct all daily required teller reconciliations (where applicable) by actioning the following - balancing recons, teller Bank cheque book management, ordering of TCTs (Teller Control Tickets), end of day procedures and journal process Perform Teller Security Control checks according to set procedures in terms of safes, access cards, time delays, Selector doors and CCTV systems, i.e. security monitoring systems.
Accountability: Perform general administrative function:
Conduct all administration on the CCP (Customer Care Process) system, by administering new and/or changes, as well as deletions to stop orders, debit orders and direct debits.
Administer changes to CIF (Client Information File) on the relevant banking application system and distribute signature cards to IPS (Internal Payment System), as well as handle all account queries, such as dispute on debits on the client’s accounts, stop orders, statements, request on slips, etc. as and when required.

Client on Boarding

ABSA Wealth

February 2008 - January 2010

The Absa Wealth Client on boarding team provides operational support to ABSA Wealth PBs.
Responsible for delivering and excellent internal and external client experience for the account management function by consistently applying anti-money laundering and client due diligence policies and procedures to the maintenance of existing clients, the on boarding of new clients and opening support bank accounts for both new and existing clients
Responsible for the accurate and timely processing of new client on boarding requests initially received from PBEs, including the creation of the client record within the relevant internal database and document management system. Required to deal with varying levels of complexity within each application and with a range of client types varying from individuals to companies, trusts and partnerships, some of which may be complex in structure.
Additionally, responsible for Capturing of new signing instructions/Bank mandates, where this is not loaded on existing accounts,
Closing of cheque accounts, savings accounts and investments, deleting of chq books and set-offs and cash focus before account is closed
Registering clients for new internet access and notify me.
Issuing of new and replacement debit/combo cards (monthly balancing thereof)
Casa on all applicable applications
Quotes on all applicable applications
Renewal of investments such as Fixed Deposits
Capturing early redemption/withdrawal notices on Fixed Deposi

Private Banker’s Assistant

ABSA Wealth

January 2006 - January 2008

Responsible for communication between private banker, client, credit and bank functions.
Manage Private Banker’s diary
Private banking transactions for high net individuals (local and abroad)
Growth and maintenance of client relationships which comply with reciprocal requirements and expectations of the Bank as well as the client
Collate and submit travel and expenses claim
Communication and personal interaction with clients
Maintenance of practice in absence of private banker
Compiling of credit applications to Credit Department for approval of Vehicle Finance, Home loans, Term Loans and Personal Loans
Mortgage loans applications send to relevant attorneys for processing.
Management of the practice as a business unit within the framework of the Bank
All administrative issues relating to banking and asset management
FICA and FIAS compliance
Assist of day to day office requirements, ordering of stationery, staff refreshments, and Coordinate office events.
Staff recruitment on SAP system
Assisting with interviews of new staff
Assist with other administration functions regarding KAMLS, CASA and FICA
Compile and collate data as and when required
Distribute and channel any documents that is required to go to Middle Office
Assist with arrangements of customer forums and prepare handouts for events
Attending branch meetings to establish possible change in branch activities
Act as the client support in the branch

Supervisor Banking Administration and Risk

ABSA Wealth

September 2001 - December 2005

Processing of opening and closing of all banks accounts
Loading new and maintaining Internet and telephone banking transactions
Ordering of cheque books, credit cards, pin codes
Loading of overdraft facilities on cheque accounts
Capturing of Term and Personal Loans
Management of Petty Cash
Arrange for traveling insurance
Setting up of branch mandate
Ensuring that all Company documentation is in place before opening of business accounts
Capturing of all financial transfers, internal and via Cash Focus (processing of journals)
Daily balancing / Recon and end of day listings
Capturing and cancelling of Setoff on accounts
All maintenance of Private Banker and Private Banker Executive control numbers on Credit Management Scoring
Draw and action EOS listings with regard to Client On Boarding
System administration for all teller cards, including maintenance of teller profiles (create/amend and change)
Dispatching of old documents to Docufile (record keeping)
Capturing and maintenance of all rates and charges.
MIS Reporting.
SharePoint (going into/loading stuff onto)
Returning of Cheques.
Filing
Transfer in

Qualifications & Certifications

banking courses

Absa in House Training

banking courses

Absa in House training

BASIC PRINCIPLES OF LAW

IOB Institution of Bankers

BANKING

IOB Institution of Bankers

Glendale SSS

Skillpages has been acquired by Bark.com!

Bark.com is pioneering the way people find local services. Skillpages is the world’s premier directory of service providers.

Find out more

Are you sure that you want to leave?