Chaesa Paulina Mathe
Benoni
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
14
14
years of professional experience
Work History
BRANCH ADVISOR
FNB
11.2022 - Current
- Collaborated with the branch manager in developing strategies for achieving sales goals and enhancing overall performance metrics.
- Oversaw loan application processes from initial inquiry through approval stages, ensuring compliance with lending policies and providing clear communication to borrowers regarding their application status.
- Provided support to customers during account opening processes, ensuring accurate completion of required documentation and adherence to bank guidelines.
- Identified potential areas for process improvement within daily branch operations, recommending changes that led to increased efficiency levels across multiple departments.
Universal Banker E
First National Bank (FNB)
06.2021 - 10.2022
- Connect with customers by living up to our brand promise of how can we help you
- Converse with customers in a way they fully understand and provide helpful solutions and products based on their needs
- Conduct myself in an ethical manner at all times
- Adhere to the TCF (Treating Customer fairly) principles in all that I do
- Identify and sell/cross sell products aligned to customer needs
- Maximize channel optimization opportunities identified aligned to customer needs
- Ensure activities support cost containment and reduction
- Optimize every customer interaction to migrate or convert customer to eChannel's
- To encourage use of digital and self-service channels
- Always comply with procedures and processes contained in the relevant business
- Understand the risk associated with decisions.
Service Agent
South African Revenue Service
06.2019 - 10.2019
- To ensure all standard queries from tax payers are promptly, effectively, and efficiently resolved
- Render tax advisory to the clients
- To furnish photocopies and all requested official documents
- To keep abreast with new policies and procedures
- Act as first point of contact within SARS offices
- Deliver comprehensive one stop client service to all tax payers
- Manage the floor/control the queue.
Team Member (Debt Collection)
South African Revenue Service
12.2015 - 04.2016
- Collect optimum revenue on outstanding debts
- Make contact with client with regards to outstanding account
- Negotiate payments with client
- Evaluate financial position of client
- Risk analysis of cases being working on
- Cross referencing between taxes
- Verification and analyzing of financial statement.
Bank Teller
ABSA Bank
02.2012 - 04.2014
- Processing Financial Transactions for the clients
- Delivering a good Customer Service
- Comply with the policies and procedure
- Resolve walk in clients queries
- Preform end day balancing on tellers reconciliation
- Report any suspicious transactions
- Identify clients by interviewing them and ask security questions
- Identify sales and send leads.
Data Capturer
First National Bank (FNB)
05.2010 - 01.2012
- Data Capturing, Records Management, Quality Assurance, Switch Board Operator, Other Administrative Functions, Back Scanning
Skills
Financial product knowledge
Loan Processing
Document Preparation
Financial Planning
Account updating
Data Entry
Academic Profile
Milpark Business School, 2013, National Certificate in Banking Service Advice (NQF5), Banking Advice, Business Management, Fundamentals of Principles of Basic Accounting, Financial Planning, Economic fundamental in the Investment Environment, Financial Legislative Requirements, Phomolong Secondary School, Grade 12, 2009, English, Sepedi, Accounting, Business Studies, Economics, Mathematical Literacy, Life Orientation
Personal Information
- Date of Birth: 02/02/91
- Gender: Female
- Nationality: South African
Physical Address
unit 62 boschendal manor rynfield benoni
Other Languages
- English, Good, Good, Good
- Venda, Good, Fair, Fair
- Zulu, Good, Fair, Fair
- Tsonga, Good, Fair, Fair
Driver License
Code 10
References
- Ms. Kobela Manganye, FNB Paledi Mall, sales team leader, 0837594028
- Ms. Mosima Molope, SARS Polokwane, Team leader, 0767557693
- Ms. Tsela molokomme, ABSA-Mall Of The North, Line Manager, 0152650437/0826902100
Timeline
BRANCH ADVISOR
FNB
11.2022 - Current
Universal Banker E
First National Bank (FNB)
06.2021 - 10.2022
Service Agent
South African Revenue Service
06.2019 - 10.2019
Team Member (Debt Collection)
South African Revenue Service
12.2015 - 04.2016
Bank Teller
ABSA Bank
02.2012 - 04.2014
Data Capturer
First National Bank (FNB)
05.2010 - 01.2012