Yolandi Meyer

Experience

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  Nedbank

  Apr 1998 - Jun 2009

  Service Manager

  Assistant Business Manager/Credit Analyst (Sales), compiling of new applications and reviews of credit facilities, including overdrafts, vehicle finance, letters of guarantees, homeloans, securities, scrutinizing of financials (calculating of different ratios on different systems, including moodies, ROE and Risk Ratings), etc. This includes attending to clients, personally as well as telephonically – attending to new business, queries, problems, etc.Services Manager, attending to client’s needs by means of transfers, statement queries, questions, seeing to the drawing of contracts, security documents, assisting client with finance requirements, etc and ensuring that clients only receive the best possible service within the Business Banking environment, whether it be service or sales related. In most cases I attended to client’s from requesting a financial product, to giving all necessary information to the credit team and thereafter, attended to the end to end process, drawing all the necessary contracts, securities, etc until client receives payout or transfer of goods.Managing the services within my team, whether external to clients, or internal to co-workers. Show less

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  Lizard Gardens

  Jul 2009 - Sept 2011

  Business Owner

  As it was my own business, I took charge of all the day to day running of the business, including staff, equipment, stock levels, client relations management, sales, collections and the finances of the company. Growing the business, up to such a level, where more capital were required to expand and take the business to a next level, whereafter I took on a permanent position in the financial sector again.

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  DC PARTNER (PTY) LTD - Payment Distribution Agency

  Apr 2010 - Aug 2015

  Operations, Client Relationship Manager & Junior Business Analyst

  By overseeing the day to day functions within a business, the role of Operations Manager allowed me to look after staff wellbeing, disciplinary matters and overseeing and ensuring all tasks on hand were attended to. The main focus of the business and thus that of my own, were to ensure that all money received, were distributed and paid to the indicated creditors and in accordance with the linked court orders.Thereafter, I took over the responsibility of the Client Relationship Manager countrywide, whereby I had the opportunity to lead a team of Training and Marketing Agents. One of my main focusses were to ensure that the staff were looked after, well trained and have the applicable knowledge to service our clientele. By ensuring that the aforementioned were in place, the main focus were that we have happy customers in terms of Debt Counsellors making use of our products, software and services.Within this role, I had the opportunity to become more involved in the development of the company’s new Software and Platform, in the role of a Junior Business Analyst, allowing me to work closely with the Senior Business Analyst and the Development Team on the project and fulfilling various functions, including taking the lead in the testing of the software and it’s continuous add-ons, whilst taking it to market and testing with some pilot sites, which gave me valuable insights to take back to the Project Team. Show less

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  Nedbank

  Aug 2015 - now

  • Senior Manager Sales Transactional Banking Business Development

    Dec 2023 - now

  • Senior Business Development Manager

    Aug 2021 - Dec 2023

  • Transactional Banking & Liquidity Specialist

    Sept 2017 - Jul 2021

  • Services Manager

    Aug 2015 - Sept 2017
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  Nedbank Commercial Banking

  Jan 2023 - Dec 2023

  Strategic Sales Manager: Transactional Solutions