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Pumla N. — Mid-Level Banking and Financial Services Administrator from South Africa

Pumla N.

Mid-Level Banking and Financial Services Administrator

South Africa No experience yet
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Languages
English
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About

Pumla N. has built a diverse career across financial sectors, amassing significant experience with major institutions such as Std Bank of SA, FNB Personal Loans, and SA Taxi Finance. She served as a Bank Teller from 1998 to 2006, where she expertly managed cash transactions, foreign exchange dealings, and customer service, ensuring compliance with banking regulations. Pumla's role extended to training new tellers in customer service and sales techniques, and maintaining financial accuracy. Transitioning into Insurance Administration at SA Taxi Finance, she facilitated customer relationships and sales, meeting targets via cold calling and CRM management. As a Personal Loans Administrator with FNB, Pumla counseled clients on loan products, analyzed credit histories, and ensured transaction compliance. Her proficiency in MS Word, Excel, PowerPoint, and Outlook, alongside fluency in multiple South African languages, reinforces her capability to address a diverse client base and perform advanced financial tasks. Pumla has also gained competencies in various administrative systems like EduPac, SAMS, Xero, and Odoo, adding to her robust experience in office and financial administration.

Experience

  • Insurance Administrator

    SA Taxi Finance · 2008 — 2008
    Demonstrated product features, built client relationships, and provided customer support. Engaged in cold calling and delivered presentations, while maintaining CRM records and reporting.
  • Personal Loans Administrator

    FNB Personal Loans · 2007 — 2007
    Explained loan types and repayment structures to clients, analyzed credit history and financial documents, and guided customers through the application process. Promoted loan products and managed the documentation for loan applications.
  • Bank Teller

    Std Bank of SA · 1998 — 2006
    Managed cash deposits and withdrawals, processed EFT and internal transfers, and handled account closures. Conducted forex transactions, including deposits, withdrawals, and transfers while ensuring compliance with bank policies. Provided support in transactional banking services and maintained documentation through platforms like Docuware and Sharepoint.
  • Financial Clerk & Office Administrator

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    Captured vendor payments, managed cash transactions, and processed supplier invoices. Handled financial transactions while maintaining confidentiality and ensuring audits and compliance.

Skills & Expertise

Education

  • Matric
    Nkwanca High School · — — 1992
  • Bachelor of Ed (FET - Passed 10 Modules - 1st year)
    University of South Africa

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