Alistaire Jacobs

Experience

• 

  Nedbank

  Jun 2006 - now

  Maintain and update client information in accordance with FICA regulations. See to clients’ queries and balance everyday stock on hand e.g.: chequebooks, credit cards, vehicle registration documents and other related documents, also dealing with vehicle finance and home loan enquiries. Providing teller related transactions to client, authenticating client and processing transactions, follow procedure and prevent fraud safeguard our client money. Working with client accounts and reconciling statement and posting statements with cheques and authenticating and validating cheques. Handling of reports, sorting mail, filing savings and current account signature cards, authenticating transfers, ordering of stationary via SAP, reconciling of reports and checking cash accounts and irregular payments. Focus on client retention. Sales growth in proactively initiating sales. Internal processes to ensure compliance and procedures. Learning and growth training and development for performance, also assisting Branch manager with the sales presentations, motivating sales consultants and leading sales meetings, managing junior bankers in better sales, helping with new home loans and vehicle finance, accounts, investment, personal loans, assurance products and leads to financial professionals.

  • Small Business Manager

    Jan 2000 - now

  • Clerk

    Jun 2004 - now

  • Teller

    Jun 2003 - now

  • Accounting Clerk

    Jan 2000 - now

  • Branch Administrator

    Aug 2005 - Feb 2025

  • Sales Consultant

    Jun 2006 - Jan 2019