Summary
Overview
Work History
Education
Skills
Websites
Idnumber
Contactnumber
References
Timeline
Hi, I’m

Lerato Raito

Banker/ Customer Service Manager
Taung
Lerato Raito

Summary

Banking sector Customer service Profit and loss of the business Retail environment Communication skills Currently Matriculated with mathematics and sciences Proactive with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice. Results-driven Experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.

Overview

17
years of professional experience
1
Language

Work History

Standard Bank

Business Banking Relationship Manager
11.2022 - 10.2023

Job overview

  • Delivered top-notch customer service experiences that reinforced trust between the bank and its business customers.
  • Increased cross-selling opportunities for additional bank products through consistent communication with clients.
  • Enhanced customer retention rates through proactive relationship management strategies.
  • Developed comprehensive understanding of clients'' businesses, enabling more effective financial guidance.
  • Conducted regular client meetings to discuss financial goals, review account performance, and address concerns or opportunities for improvement.
  • Strengthened client relationships by providing personalized financial solutions and expert advice.
  • Optimized revenue generation by identifying upsell opportunities within existing customer base using data-driven insights.

Standard Bank Insurance Brokers

Provincial SBIB Consultant
10.2021 - 11.2022

Job overview

  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Claims administrations and follow up
  • Claims queries and solution to relevant department
  • Improved client satisfaction by effectively managing multiple projects and consistently meeting deadlines.
  • Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
  • delivering to 34 consultants, sitting in different areas
  • Coaching and mentoring daily new products and existing products.
  • Drive the new products
  • Developed innovative strategies for clients, resulting in increased revenue and business growth.

Standard bank

Team Leaders branch
7 2015 - 04.2020

Job overview

  • Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
  • Worked with team to identify areas of improvement and devised solutions based on findings.
  • Supervised team members to confirm compliance with set procedures and quality requirements.
  • Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
  • Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.

Capitec bank

Assistant branch manager
12.2010 - 07.2015

Job overview

  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.

Edcon

Store manager
06.2006 - 11.2010

Job overview

  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Assisted with hiring, training and mentoring new staff members.
  • Completed point of sale opening and closing procedures.
  • Improved customer satisfaction through staff training in customer service and product knowledge.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.

Education

Moonstone
Cape Town, South Africa

RE05 from Regulatory Exam 05
04.2001

University Overview

St Paul's High School
Taung

Matric
04.2001

University Overview

Southern Business School
Krugersdorp,South Africa

Certificate Business Management NQF Level 05
04.2001

University Overview

Cornerstone
Kimberly

Certificate in Banking
04.2001

University Overview

Southern Business School
Krugersdorp, South Africa

Diploma in Management NQF Level 6 from Business Management And Project Management
04.2001

University Overview

STADIO
Krugersdorp, South Africa

BBA from Business Administration And Management
04.2001

University Overview

Skills

Achievements

Idnumber

Idnumber
8301060551086

Contactnumber

Contactnumber
0823061723

References

References
Hazel Jacobs, Branch manager, +27537128429

Timeline

Business Banking Relationship Manager
Standard Bank
11.2022 - 10.2023
Provincial SBIB Consultant
Standard Bank Insurance Brokers
10.2021 - 11.2022
Assistant branch manager
Capitec bank
12.2010 - 07.2015
Store manager
Edcon
06.2006 - 11.2010
Moonstone
RE05 from Regulatory Exam 05
04.2001
St Paul's High School
Matric
04.2001
Southern Business School
Certificate Business Management NQF Level 05
04.2001
Cornerstone
Certificate in Banking
04.2001
Southern Business School
Diploma in Management NQF Level 6 from Business Management And Project Management
04.2001
STADIO
BBA from Business Administration And Management
04.2001
Team Leaders branch
Standard bank
7 2015 - 04.2020
Lerato RaitoBanker/ Customer Service Manager