♣ Octogen ♣ (From June 2017 and still with them)

  • Provide clients with general Financial Counselling service
  • Advice relating to Personal Finance
  • Budget and Spending Assessments
  • Credit Checks
  • Provide clients with guidance and assistance to improve their Financial Well-being
  • Sign clients up for debt counselling, if they are over-indebted
  • Managing of about 20 Financial Well-being Officers
  • Verify attendance daily
  • Assisting of coaching and training of staff members
  • Review of daily stats
  • Identify staff that is below targets, and address them accordingly
  • Monitor progress of FWO’s
  • Call reviews
  • Live call listening
  • Performance managements
  • Correspond with Old Mutual Branch Managers
  • Weekly webinars
  • Monthly timesheets to HR
  • Leave processing
  • Issue of warnings, note on files
  • Saturday attendance roster
  • Logging of IT issues

Reason for leaving:

Recieved better oppertunities

Reference:

086 111 3967 – Waldo or Sonia  (Managers)

Certificates confirming being a registered Dept Councellor and that I am certified to perform the role of Wellbeing Officer