Moremi - Banker( Manager) - Johannesburg, GP, South Africa

Kerumilwe Moremi

Johannesburg, GP, South Africa

Services

Banker( Manager)

Summary:

Client Feedback; Building relationships; Networking; client servicing and retention.
Achieve sales through:
Marketing, incentives, number of net new clients, client referrals, cross selling, small business service proactive marketing, relationship management of centres of influence.
Build staff capabilities through:
Resource allocation, training and communication (including: Multi-skilling of staff), performance management, coaching, Human resource (IR, recognition, recruitment, employment equity, talent management), motivating of staff.
Ensure compliance and conformance through:
Accuracy of documentation, legislation, and risk and safety management
Training and Development:
Ensure personal development plans for staff are in place.
Budget Control:
Manage expense within agreed budget

Work History

TEAM LEADER CLIENT MANAGEMENT

SMALL BUSINESS SERVICES BANKER

Manager

NEDBANK

From May 2003

Client Feedback; Building relationships; Networking; client servicing and retention.
Achieve sales through:
Marketing, incentives, number of net new clients, client referrals, cross selling, small business service proactive marketing, relationship management of centres of influence.
Build staff capabilities through:
Resource allocation, training and communication (including: Multi-skilling of staff), performance management, coaching, Human resource (IR, recognition, recruitment, employment equity, talent management), motivating of staff.
Ensure compliance and conformance through:
Accuracy of documentation, legislation, and risk and safety management
Training and Development:
Ensure personal development plans for staff are in place.
Budget Control:
Manage expense within agreed budget

RETAIL SERVICES BANKER

From May 2003

Helping Small business with business plans
• Checking of business documentation e.g. financial statements
• Motivating application for financing of bank products (five point plan)
• Selling and marketing Nedbank products
• Advising clients on bank's products
• Clients retention/Getting new clients
• Client servicing
• Responding and identifying clients' needs
• Increasing client product exposure through the provision of a more comprehensive/holistic product and value added service.

FINANCIAL SERVICE CONSULTANT

STANDARD BANK FINANCIAL SERVICES

November 2001 - May 2003

• Marketing and selling Wealth Creation Products
• Developing a Financial Plan for clients/ Needs analysis
• Advising clients on Investment options offered by Standard Bank South Africa.

VOLUNTEER

IDEPENDENT COMPLAINTS DIRECTORATE

August 2001 - October 2001

Perusing, analyzing and summarizing files for the purpose of identifying the type of complaint and classifying them according to their codes and importance

BUNGANE DEVELOPMENT CONSULTANT

November 2000 - May 2001

CONSULTANT

• Capacity Building, Empowerment Training and Customer Care Tasks include facilitation and report writing of projects. Professional services were rendered for some of the following projects:
1. Greater Pretoria Metropolitan Council - Secretariat functions for - Public Passenger Forum
- Road Referencing System
2. Springs Local Council - Sewer network public facilitation
3. Boksburg Local Council - Directory of Service Providers Compilation

TRAINEE

SGS ICS SA (Pty) Ltd

April 2000 - June 2000

• Certification Co-ordinator
• Analysis of monthly billing statements
• Supervising telephonic collections
• Capturing requests for invoices into MS Excel and the Sun Accounting System
• Liaison with Accounts Department on opening of new accounts
• Issue and follow up of request of credit notes
• International and national travel arrangements for all Auditors

ADMINISTRATOR

COMMSERV - GLASSWARE

March 1999 - December 1999

Tasks include Managing Tender Pricing and Sales Report Compilation.

SYSTEM CONSULTANT

Q- DATA DYNAMIQUE AFRICA

February 1998 - February 1999

System Consultant on Unique QPAC Human Resource Payroll Administration

Q - DATA DYNAMIQUE AFRICA

February 1998 - July 1998

• System Consultant on Unique QPAC Human Resource Payroll Administration.
• Training and Supporting clients on UNIQUE/QPAC systems

Q - DATA DYNAMIQUE AFRICA
FEBRUARY 1998- JULY 1998
TRAINEE CONSULTANT UNIQUE SYSTEM ADMINISTRATOR

• Business Orientation
• Payroll Methodology and Human Resource Standard Report
• Human Resource Methodology
• Payroll Administration and Leave input
• Standard Deck Parameters File Version
• Pay-slip Writing, Tax Workshop Version

IMSSA TRAINEE

Participated and completed the Independent Mediation of South Africa Dispute Resolution Training

EXTRA MURAL ACTIVITIES

MANAGER

WESTERN CAPE SOFTBALL TEAM

Overall management of team's affairs

SRC CHAIRPERSON

Management and Governing Body

Liaison with school Management and Governing Body on issues affecting students

Qualifications & Certifications

GENERAL

UNIVERSITY OF THE WESTERN CAPE

SEBONI HIGH SCHOOL

BUSINESS ADMIN

MILPARK BUSINESS SCHOOL

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