Roedolf Gerome Van Wyk

Experience

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  Standard Bank Corporate Investment

  Mar 1998 - Apr 2006

  Customer Service Consultant

  Roles/Responsibilities: astonishing the Relationship Manager with the administration on their portfolios;Contact point for customers with service needs/queries.(Opening and Closing of accounts, Routine, Amendments to accounts, Audit Certificates, Queries ect.);Answering the phone promptly and in a professional manner; andVisits customer;Opening of current & call accountsClosing & transferring of accountsAmendments to & updating of accounts detailsRoll-overs (Investments)AdministrationData capturing Show less

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  Standard Bank of South Africa Ltd, Corporate aand Investment Banking

  Feb 2005 - Apr 2006

  Guarantee Preparation Officer

  Roles and Responsibilities: Accurate and timeously issuing and cancellation of guarantees for corporate clients;Service notice on SARS guarantees;Issuing the guarantees within the Service Level Agreements;Calculate the payouts on Property guarantees; Calculate refunds on claims; andAssisting clients and internal stakeholders with all their guarantee queries.

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  Standard Bank of South Africa Ltd, Corporate and Investment Banking

  Apr 2006 - Jun 2014

  Strategic responsibility for growing and defending market share in a dedicated sector. Focus on customers Working Capital requirements, linking facilities to the clients operation.Core focus of new business, up-sell and cross-sell into the existing and target client base through identifying opportunities for Investment Banking, Global Transactional Banking, Global Treasury Division, International Divisions.Credit origination management and facility distribution to maximise relationship ROC for CIB and efficient limit allocation.Analysing, identifying and developing client specific solutions through specific need identification, value chain analysis and key account planning.Primary contact point for clients. Focus of relationship building with CEO, CFO, FD, Treasurer, COO, FM and Accountants. Maintains and deepens relationships at all levels throughout dedicated client portfolio. Accountable for ensuring correct data inputting.Client entertainment with applicable client representation in coordination other Coverage representatives where applicable. Responsible for portfolio performance and growth through retention (suitable), new business, up-sell and cross-sell by managing relationship profitability across all CIB products and services whilst maximizing channel profitability and efficiencies.Joint pricing responsibility. Primary for Client pricing (Strategic pricing).Drive profitable revenue growth across client base and manage out all value destroyers. Maintain oversight of all pricing anomalies.Credit origination management and facility distribution to maximise relationship ROC for CIB and efficient limit allocation. Represent the client to Credit, mindful of the joint collaboration; manage process end to end. Responsible for outstanding collateral and a certain portion of credit renewal process. Show less Roles and Responsibilities:Drive and achieve annual budget and new sales targets;Maintain pipeline analysing sales stage and age;Use MIS to track sales;Retention of Top Revenue earners;Providing transaction banking solutions -Understanding customer needs on an industry basis and structuring appropriate solution including appropriate delivery platform;Enhance client relationships as Trusted Advisor;Customer Satisfaction;Links with product experts to develop and deliver a relevant and well prepared presentation that captures and addresses the client’s;Driver of Transactional Products and Services account planning;Initiates and works closely with Implementation on the implementation process from a relationship management perspective. This is critical in ensuring client satisfaction on solution sold and ramp up of incremental revenues;Set a proactive Calling Programme by understanding industry, customer, business, financial cycle and solutions;Embrace Salesforce/ cognos as tools of managing portfolio;Planning and Reporting;Manage Risk;Conducting presentations to senior executives at prospects/customer, product demonstrations and submitting proposals /structuring pricingAct as first point of contact for TPS related issues;Build and maintain effective relationships with all internal stakeholders; andOngoing up skilling. Show less Roles and Responsibilities:To provide business and andmin support to GTB sales team to achieve set sales and marketing objectives;Support to the Relationship Manager;To achieve zero write off of debt and zero operational losses by following appropriate procedure;To retain the identified customer base by delivering a high level of service through Customer Service and other service partners;Focus on quality customer service;Preparation of monthly reports for analysis;Pro-actively identify new clients and existing client’s new leads;Maintain and supervise good relationships with different divisions(Asset/Project Finance; Foreign Exchange, Foreign Trade; Electronic banking; Investments);Consciously work towards containing operational losses to those caused by factors outside of Corporate Banking Division control;Managing all activities in terms of cash policies and procedures;Educating clients on the role of the Customer Service Centre;Ensure that client service is not jeopardized at any cost;Optimize working relationships with the service centre,Monitor and assist with timeous submission of monthly reports;Attend weekly Credit meetings and updates;Check, deliver and follow up security documentation;Staff development and coaching; andMonitoring and ensuring adherence to credit conditions and covenants. Show less

  • Client Coordinator (Relationship Manager and Transactional Bankers)

    Oct 2013 - Jun 2014

  • Transactional Banker (Transactional Sales Manager)

    Apr 2007 - Oct 2013

  • Transactional Sales Support

    Apr 2006 - Apr 2007
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  RMB - Rand Merchant Bank

  Jun 2014 - now

  The core focus of the role is to drive Transactional Banking growth and product penetration via business development and cross sell in RMB’s target customer sectors with existing clients. The role entails understanding the clients’ objectives, and to market relevant product-based solutions to the clients’ needs to enable them to maximize their cashflow position, i.e. optimise their payables and receivables. The role needs to identify the opportunities to optimise the businesses working capital and cash management requirements more broadly and bring in other specialists as necessary. The role focuses on assisting all corporate clients to interact more efficiently with the bank, as well as the promotion of new products and solutions where appropriate. The role identifies existing and developing trends within the clients’ environment and anticipates queries that may arise and incorporates these into sound client service plans aligned to the client’s business needs. The role is responsible to lead all proactive transactional banking related matters with the client, works closely with Coverage, and is the escalation point for clients transactional banking related matters. The role also works closely with the client service suite to derive insights into the types of queries being raised by the client, and is an escalation point for the client when queries logged by the client are not resolved accurately and timeously. Show less Analysis and reporting: Provide daily and monthly dashboards, and interpret the reports and dashboards to improve client service:client feedback; manage incorrect calls. Provide insightful feedback/comments on monthly dashboards Continuous improvement and understand of the specific sector/s. Insights Identify efficiencies and solutions by reviewing client behaviour and product gaps. Identify cross sell opportunities based on client behaviour. Continuously innovate and provide new solutions and better ways of working. Understand clients needs and up skill clients where needed. Be proactive and pre-empt clients training requirements.Differentiated and proactive: Proactively manage an allocated portfolio of clients and ensure zero failure for all service interventions. Understand Client Engagement as a whole to better improve your offering. Provide proactive and accurate feedback to clients. Ensure end to end ownership.  Manage the solutions until implemented. Ensure delivery against the 4 Core Service experience Implementation of Channel solutions: Online Banking Enterprise, Host to Host, Cash management, Naedo, Receipt It.o New Sales opportunities – presentations to prospective clients.o Needs analysis – identifying limitations to the implementation of above mentioned products and providing solutions.o Implementation- implementation and support of all above mentioned products.o Support- provide training and technical support to existing clients VSI growth -Cross Selling additional products to clients: Account Verifications, Naedo, statement downloads. Analysis of clients needs and provide adequate instructions/training to maximize revenue output. Analyzing Data extracts to identify optimization leads and opportunitieso Ability to energise the internal stakeholders around online solutions to ensure they are fully utilised by t Show less

  • Transactional Banking Portfolio Manager

    Jan 2023 - now

  • Client Services Manager

    Jun 2014 - Mar 2024