BEVLEY SESHOKA
BRANCH ADVISOR
TZANEEN
Summary
Through my journey as a branch advisor i have learned the importance of building strong relationship driving results and cultivating solutions to my clientele overall.
- Professional with strong background in managing all prominent client from all categories and providing exceptional customer service. Demonstrated ability to drive results through effective team collaboration and adaptability to changing needs. Skilled in financial management, client relations, and problem-solving. Known for reliability, strong communication, and leadership abilities.
- Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
7
7
years of professional experience
Work History
BRANCH ADVISOR
First National Bank
05.2022 - Current
- Build and maintain strong relationships with clients.
- Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
- Educate customers to the correct Banking platform aligned with their needs.
- Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
- Analyze customer data and recommend tailored solutions.
- Achieve sales results by providing contextual and integrated financial solutions to customers.
- Conduct yourself in an ethical manner.
- Takes accountability for own performance, personal and career development.
- Show empathy with customers.
- Stay updated on industry trends and product knowledge.
Financial Planner
Old Mutual Finance
02.2018 - 01.2022
- Educated clients on various investment products and tax-saving strategies, empowering informed decisionmaking.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
- Coached and advised clients in business plans and processes to achieve profit objectives.
Education
RE5 RESREQULATORY EXAMINATION FOR EPRESENTATIVES
MOONSTONE
PRETORIA08-2019
Skills
- Financial analysis and reporting
- Risk management and mitigating
- banking regulation and compliance
- Financial software proficiency eg Excel, Bloomberg, CRM systems
- Proficiency in in banking software and systems eg AOP , CDF, HOGAN, and APOLLO
Timeline
BRANCH ADVISOR
First National Bank
05.2022 - Current
Financial Planner
Old Mutual Finance
02.2018 - 01.2022
RE5 RESREQULATORY EXAMINATION FOR EPRESENTATIVES
MOONSTONE
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