Jessica D

Wealth and Investment Account Manager at Standard Bank

June 2014 - June 2022‍

• Provided client support and services, completed administrative tasks and assistance, and provided support to the Relationship Manager.
• Delivered proactive service of the highest consistency and professionalism to valued clients, Relationship and Wealth Managers.
• Assisted in training new team members around processes, credit processes and banking products.
• Updated and maintained client data on all relevant systems, and opened, amended, and closed accounts.
• Opened and maintained offshore accounts in line with internal procedures.
• Processed local and international payments, and complete onboarding processes.
• Maintained administration of FICA, KYC and EDD processes.

Premier Banker at First National Bank

October 2006 - June 2014‍

• Serviced portfolios of 400-600 high net worth clients.
• Opened accounts and processed product applications.
• Provided service in a desk-bound capacity, through e-mail and telephone.

Front-line Coordinator at First National Bank

February - October 2006‍

• Managed a team of Customer Service Representatives.
• Handled and resolved escalated customer complaints and queries.
• Reviewed all administrative work to ensure audit requirements were met.

Data Administration Support at First National Bank Consumer Segment

March 2005 - February 2006‍

• Provided data administration support for branches and Relationship Managers.
• Updated and maintained information on system for dedicated portfolios.
• Assisted in data capturing.

Sales Support at First National Bank Branch Banking

December 2003 - March 2005‍

• Provided support to Sales Consultants and Relationship Managers regarding opening of accounts and applications for different products.
• Provided leads and identified cross-selling opportunities.
• Scrutinized and verified all documents for account and product applications to ensure audit requirements were met.

Customer Service Representative at First National Bank Branch Banking

May 2002 - December 2003‍

• Provided full-service banking to walk-in customers by providing information on products and services, as well as additional teller functions.
• Opened new accounts.
• Handled and resolved queries and complaints.

Consolidated Payments and Correspondence Clerk at Standard Bank

January 2001 - May 2002‍

• Completed data capturing of consolidated payments and electronic transfer reports.
• Maintained administration and filing related to own department.
• Processed and mailed unpaid checks and registered mail.

‍

‍