Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Bianca Malambo

Bianca Malambo

Private Banking Service Advisor
Johannesburg

Summary

Dynamic Private Banker at First National Bank with a proven track record in cross-selling banking products and enhancing customer relationships. Expert in customer due diligence and anti-money laundering, I successfully streamlined operations, resulting in increased client satisfaction and loyalty. Committed to delivering exceptional service while ensuring compliance and accuracy in financial transactions.

Overview

9
9
years of professional experience

Work History

Private Banker

First National Bank
07.2017 - Current
  • Monitored and verified suspicious activity on customer accounts.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Generated monthly reports on customer activity and customer feedback.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Referred customers to other banking departments for specialized services.
  • Calculated fees due, interest and change for customer transactions.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Cross-sold credit cards, loans and other bank products.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Educated customers on online banking and mobile banking applications.
  • Handled various accounting transactions.
  • Maintained friendly and professional customer interactions.
  • Managed high-value accounts, ensuring personalized service that resulted in maintained balances and satisfied clients.
  • Provided exceptional customer service by promptly addressing concerns and resolving issues.
  • Enhanced customer trust by consistently providing accurate financial advice and solutions to meet their needs.
  • Initiated cross-selling strategy that significantly increased uptake of additional banking products and services.
  • Analyzed daily financial transactions to ensure accuracy and integrity of bank's financial records.
  • Processed loan applications efficiently, leading to higher rate of successful approvals and customer satisfaction.
  • Streamlined operations, implementing efficient processes to improve overall productivity and performance.
  • Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
  • Strengthened customer relationships through attentive service and prompt resolution of inquiries.
  • Opened, closed, and updated accounts for customers.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Educated customers on features and benefits of banking products and services.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.

Telemarketer

Ipsos Markinor
07.2016 - 06.2017
  • Followed up with customers to solicit further sales.
  • Managed a high volume of calls daily while maintaining professionalism and efficiency.
  • Generated new leads through targeted cold calling efforts, expanding the company''s client base.
  • Recorded and updated customer information in online systems.
  • Delivered scripted sales pitch to potential customers, adjusting pitch to meet needs of specific individuals and businesses.
  • Provided exceptional customer service by actively listening to clients'' concerns and providing appropriate solutions.
  • Recorded contact information of customers and potential customers in internal database.
  • Qualified leads and set up customer appointments for outside sales team.
  • Built relationships with customers using strong persuasion and active listening skills.
  • Completed daily and weekly sales reporting using assigned tools.
  • Enhanced sales through the utilization of persuasive communication skills and thorough product knowledge.
  • Handled high-volume telemarketing operations with expert use of client management software and computer dialing.
  • Built rapport with customers to foster long-term relationships and ensure repeat business.
  • Improved overall call quality by adhering to company guidelines and best practices consistently.
  • Called prospective customers in designated market area to qualify leads.
  • Asked pertinent questions to understand customer requirements.

Education

GED -

Moonstone
Johannesburg
04.2001 -

Marketing Management

Central Johannesburg College
Johannesburg, South Africa
04.2001 -

GED -

The ACED Centre
Johannesburg
04.2001 -

GED -

EldoradoPark Secondary School
Johannesburg
04.2001 -

Skills

    Cross-selling opportunities

    Customer due diligence

    Anti-money laundering

    Performance reporting

    Know your customer

    Relationship building

    Cross-selling expertise

    Opening and closing procedures

    Referral generation

    Promoting products

Accomplishments

  • Achieved best service advisor award by providing customer service with accuracy and efficiency.

Timeline

Private Banker

First National Bank
07.2017 - Current

Telemarketer

Ipsos Markinor
07.2016 - 06.2017

GED -

Moonstone
04.2001 -

Marketing Management

Central Johannesburg College
04.2001 -

GED -

The ACED Centre
04.2001 -

GED -

EldoradoPark Secondary School
04.2001 -

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Bianca MalamboPrivate Banking Service Advisor