Summary
Overview
Work History
Education
Skills
Timeline
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Bernice Motaung

Bernice Motaung

Private Banker
Johannesburg,GP

Summary

Accomplished banking professional bringing 18+ years of progressive experience establishing and servicing accounts. Proven skills in building long-lasting relationships by applying strong communication, critical thinking and planning abilities. Eeager to be part of a progressive team where creative thinking and collaboration solves problems and contributes to the wellbeing of the organization.

Overview

20
20
years of professional experience

Work History

Private Banker

Standard Bank
06.2022 - Current
  • Delivered exceptional service that resulted in numerous referrals and increased overall business for the bank.
  • Demonstrated expertise in various banking products ensuring clients make well-informed decisions.
  • Negotiated favorable loan terms for clients while balancing the bank''s risk profile through prudent decision-making processes.
  • Developed customized wealth management plans to help clients achieve their financial objectives, including retirement planning and tax-efficient strategies.
  • Boosted client satisfaction by offering tailored financial advice and investment strategies based on individual goals and risk tolerance.
  • Expanded client portfolio by identifying and acquiring high-net-worth individuals through targeted networking events.

Acquisition Banker

Standard Bank
06.2019 - 06.2022
  • Regularly developed opportunities for sales by actively searching for new contracts to expand sales opportunity.
  • Conducted detailed market research to identify new opportunities for growth within the banking sector.
  • Strengthened customer relationships through attentive service and prompt resolution of inquiries.
  • Enhanced bank profitability by effectively cross-selling various financial products and services.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Provided advice on different bank products and financial options.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.

Universal Prestige Banker

Standard Bank
12.2017 - 06.2019
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Continuously updated knowledge of industry trends, regulations, and competitor offerings to maintain a competitive edge in the banking market.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
  • Collaborated and built interactive working relationships with Relationship Managers and Transactional Relationship Managers to enhance the Transactional Baking sales and service offering.
  • Built a strong internal and external network of contacts to assist with providing client service excellence.
  • Supported the Transactional Relationship Manager in improving productivity and client turnaround times.

Prestige Banker

Standard Bank
06.2016 - 11.2017
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Continuously updated knowledge of industry trends, regulations, and competitor offerings to maintain a competitive edge in the banking market.
  • Responsibility of overseeing sales strategy and sales tactic of the Personal Market.
  • To lead and supervise the Personal Market Sales team with the objective of providing a readily available, service-focused, knowledgeable, and experienced point of contact for new and existing Personal Market customers.
  • Strengthened customer relationships through attentive service and prompt resolution of inquiries.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.

Team Leader Personal Markets

Standard Bank
03.2014 - 06.2016
  • Ensured that customers banking needs are identified and fulfilled efficiently and cost effectively while managing the risks associated with new accounts, mandates, and specimen signatures.
  • Maintained a high level of integrity and ethical standards.
  • Facilitated effective decision-making processes within the group through open dialogue, active listening, and consensus-building techniques.
  • Established clear communication channels that ensured the timely exchange of information between team members and stakeholders.
  • Managed conflict resolution among team members, fostering a positive and collaborative work environment.

Internet Sales Consultant

Standard Bank
09.2012 - 02.2014
  • Conducted market research to stay updated on industry trends, enabling informed recommendations of relevant products and services to clients.
  • Continuously developed opportunities for sales by actively searching for new contracts to expand sales opportunities.
  • Increased branch advances by responsible lending practices (Limitation).
  • Sold bank products reactively and passing on sales to leads in their respective areas.
  • Identified cross selling and migration opportunities to sell products proactively.
  • Completed sales and lead generation tracking forms on a daily basis.
  • Ensured that targets and budgets are met.
  • Captured applications for student loans.
  • Actions confirmation of employment on banking system.

Sales Receptionist

Standard Bank
08.2009 - 07.2011
  • Collaborated closely with sales team members to ensure seamless handoff of qualified leads.
  • Increased customer satisfaction by providing friendly and efficient service at the sales reception area.
  • Boosted showroom traffic by proactively reaching out to potential customers via phone and email campaigns.
  • Enhanced customer experience with thorough product knowledge and prompt assistance.

Teller

Standard Bank
09.2006 - 06.2011
  • Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
  • Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
  • Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.

Debt Collector

Nicol Davis & Associates
04.2004 - 09.2006
  • Enhanced client relationships by providing regular updates on account status and diligently adhering to communication guidelines.
  • Implemented customized payment plans based on debtor''s financial situation, increasing likelihood of full repayments over time.
  • Contributed to team success by consistently meeting or surpassing established performance metrics with professionalism and expertise.

Education

Advanced Certificate in Banking

Milpark Business School
Johannesburg
04.2001 -

Higher Certificate in Banking

Cornerstone
Johannesburg
11.2018

Civil Litigation Certificate

School of Paralegal
Johannesburg
01.2017

High School Diploma

Lancea Vale High School
Johannesburg
12.2000

Skills

Administration skills

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Timeline

Private Banker

Standard Bank
06.2022 - Current

Acquisition Banker

Standard Bank
06.2019 - 06.2022

Universal Prestige Banker

Standard Bank
12.2017 - 06.2019

Prestige Banker

Standard Bank
06.2016 - 11.2017

Team Leader Personal Markets

Standard Bank
03.2014 - 06.2016

Internet Sales Consultant

Standard Bank
09.2012 - 02.2014

Sales Receptionist

Standard Bank
08.2009 - 07.2011

Teller

Standard Bank
09.2006 - 06.2011

Debt Collector

Nicol Davis & Associates
04.2004 - 09.2006

Advanced Certificate in Banking

Milpark Business School
04.2001 -

Higher Certificate in Banking

Cornerstone

Civil Litigation Certificate

School of Paralegal

High School Diploma

Lancea Vale High School

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