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Alunamusi P. — Mid-Level Financial Services Administrator from South Africa

Alunamusi P.

Mid-Level Financial Services Administrator

South Africa 1-2 years
Open to offersNew to Platform
Languages
English
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About

Alunamusi Pretty S. is a seasoned professional with over nine years of experience in the financial services industry, specializing in roles that fuse administration with client advisory. Most recently, as an Administrator at FNB, she adeptly handled crucial tasks like debit order reversals and customer verification, ensuring efficient administration support and compliance with governance standards. Her previous role at Xaltius as a Channel Partner was pivotal in expanding brand awareness and facilitating program enrollments globally. At Sanlam Sky and FNB, she honed her skills as a Financial Advisor and Branch Consultant, delivering financial advisory services and achieving sales targets. She brings a wealth of expertise in customer service, sales, problem solving, and building strategic partnerships. Her academic credentials include a National Diploma in Banking from the University of Johannesburg and a certificate in Information Systems from the Hong Kong University of Science and Technology.

Experience

  • Administrator (secure chat)

    FNB · 2025 — Present
    Process customer requests for reversing unauthorized debit orders and explain the criteria for such reversals. Assist customers with stopping debit order payments, ensuring accurate beneficiary details. Securely verify customer identities through chat, preventing unauthorized access to accounts, and offer administrative support for operational efficiency. Resolve customer queries in a timely manner and exceed service expectations through effective solutions while ensuring compliance with legislative and audit requirements.
  • Channel Partner

    XALTIUS · 2023 — 2024
    Market and recommend Xaltius programs to colleges and universities, facilitating maximum enrollments. Assist in expanding brand awareness and online presence through social media promotion. Build stronger relationships with clients and stakeholders to enhance business growth and revenue scaling.
  • Administrator

    FNB (Personal & Private Core Banking Operations) · 2023 — 2024
    Manage costs within budget to achieve savings while providing accurate administrative support. Offer personalized client assistance regarding card switching, loans, and investments, ensuring timely resolution of customer inquiries. Contribute to the effectiveness of the team and meet sales targets while adhering to procedures to mitigate risks.
  • Financial Advisor

    Sanlam Sky · 2021 — 2022
    Provide financial advisory services and planning aligned with customer value propositions. Engage with allocated key accounts and markets while ensuring a high level of customer service. Arrange appointments, inform clients of new products, and identify customer needs to retain and satisfy them through effective service delivery.
  • Branch Consultant

    First National Bank · 2013 — 2021
    Convert identified leads into sales and educate customers on maximizing e-channel opportunities. Engage with clients to provide tailored solutions based on their needs, ensuring compliance with ethical standards. Efficiently address customer queries, meet sales targets, and maintain flexibility in response to changing business demands.

Skills & Expertise

Education

  • Diploma in Banking
    University of Johannesburg
  • Matric certificate
    Ndaedzo secondary school

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