Boniwe Mtebula
Banking
Centurion
Summary
Adept at fostering client relationships and driving revenue growth, my tenure at FNB has honed my problem-solving and client engagement skills. Through strategic collaboration and quality assurance, I've consistently exceeded performance targets, enhancing client satisfaction and loyalty. My approach blends integrity with continuous improvement, achieving notable client retention and financial success.
Overview
19
19
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Client Switching Consultant
FNB
Johannesburg
08.2021 - Current
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Boosted client revenue streams by identifying and capitalizing on untapped market opportunities.
- Proactively solution for client needs through professional and personalized engagements with all clients in order to achieve the full client switch.
Private Clients Banker
FNB
Menlyn
07.2013 - 10.2020
- Analyzed complex financial data to identify trends and recommend investment strategies for optimal client returns.
- Negotiated loan terms and structures, effectively managing risk while meeting client needs.
- Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
- Maintained up-to-date knowledge of industry trends and regulatory changes, advising clients accordingly.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Conducted comprehensive reviews of clients'' financial situations, developing customized wealth management plans.
- Provided guidance on credit products, assisting clients in successfully navigating the lending process.
- Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.
- Built long-lasting relationships with clients, earning their trust and loyalty.
- Developed a thorough understanding of clients'' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
- Collaborated with other stakeholders to maximize cross-selling opportunities and drive business growth.
- Collaborated closely with investment specialists / financial advisor to provide well-rounded advice on asset allocation and portfolio management.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Answered customer questions and explained available services such as deposit accounts and bonds.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
Small Business Banker
FNB
Johannesburg
09.2012 - 06.2013
- Increased small business client satisfaction by providing tailored financial solutions and exceptional customer service.
- Delivered customized lending solutions to help small businesses achieve their short-term and long-term objectives.
- Established strong relationships with small business owners, earning trust as a reliable financial advisor.
- Collaborated with branch partners to cross-sell banking products and services, increasing overall revenue for the bank.
- Assisted customers with banking needs and inquiries.
- Educated customers on online banking and mobile banking applications.
- Processed applications for new accounts.
- Cross-sold credit cards, loans and other bank products.
Service Advisor
FNB
11.2007 - 08.2012
- Ensured high-quality service delivery by closely monitoring work progress and promptly addressing any issues or concerns.
- Educated customers on Bank products, fostering long-term relationships built on trust and loyalty.
- Achieved high customer ratings by consistently exceeding expectations in all aspects of service advising.
- Provided exceptional customer service, resolving complaints diplomatically and efficiently.
- Maintained high customer satisfaction standards to meet or exceed targets.
Customer Service Consultant
FNB
03.2006 - 10.2007
- Developed strong relationships with clients by consistently exceeding expectations in handling requests or concerns.
- Adapted communication style according to individual customer needs while remaining empathetic toward their concerns.
- Gained in-depth understanding of company products, systems and policies to give customers expert support.
- Increased client retention through exceptional service and timely solutions to issues.
- Engaged customers in conversation to uncover needs with probing questions and overcome objections using persuasive techniques.
- Exceeded performance targets consistently by exceeding sales target and calm in stressful situations.
- Maintained up-to-date knowledge of product and service changes.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Education
Bachelor of Commerce - Milpark Education
Milpark Education
Cape Town, South Africa 11.2018 - 12.2024
Skills
Problem-solving
Time management
Team collaboration
Client relationships
Quality assurance
Client engagement
Decision-making
Continuous improvement
Performance tracking
Integrity and honesty
Goal setting
Client rapport
Certification
RE5
Timeline
Client Switching Consultant
FNB
08.2021 - Current
Bachelor of Commerce - Milpark Education
Milpark Education
11.2018 - 12.2024
Private Clients Banker
FNB
07.2013 - 10.2020
RE5
03-2013
Small Business Banker
FNB
09.2012 - 06.2013
Service Advisor
FNB
11.2007 - 08.2012
Customer Service Consultant
FNB
03.2006 - 10.2007
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