Summary
Overview
Work History
Education
Skills
Interests
Work Availability
Quote
Timeline
Hi, I’m

Jo Venter

Business Banker
Bethlehem
Jo Venter

Summary

Talented Business Banker offering a decade of experience in customer acquisition and customer retention. Gifted in oral and written communication, contract negotiation and dispute resolution. Desire to bring expertise to dynamic position with room for career growth and opportunity to make lasting impact on team profitability.

Overview

11
years of professional experience
2
Languages

Work History

Capitec Bank
Bethlehem

Business Banker
03.2022 - Current

Job overview

  • Worked with borrowing clients to procure updated financial information on ongoing basis.
  • Maintained up-to-date knowledge of competitors' products.
  • Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
  • Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Discussed financial options with clients and provided informed suggestions.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Created and implemented strategic trading approaches.
  • Offered competitive commercial banking solutions and retail financing options.
  • Developed advanced product knowledge to share current information while generating and delivering products quotes.
  • Prepared contracts and related documentation according to strict standards.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Worked with clients and finance companies to find optimal solutions for financing.
  • Networked to identify potential new clients and expand geographic territories.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Worked with clients to provide competitive commercial banking solutions and retail financing plans.
  • Helped customers navigate choices between services with support for questions such as terms, pricing, and availability.
  • Researched potential clients and markets to prepare for appointments.
  • Prepared pricing agreements and contracts to close sales.
  • Demonstrated products and specific features at customer locations and special events.
  • Proactively managed client correspondence and recorded tracking and communications.
  • Prospected new sales leads from directories, referrals and partners.
  • Connected customers with services based on individual needs and vendor capabilities.
  • Used consultative sales approach to understand and meet customer needs.
  • Pursued existing and potential customers by phone, email and text message to generate leads and close sales.
  • Managed sales plan activities and product launches resulting in expanded revenues and branding.
  • Used CRM software to record customer interactions and track general sales activities for review and follow-up.
  • Worked to develop network by identifying and pursuing new leads, attending industry events, and building rapport with clients.
  • Produced remarkable sales and enhanced numbers by managing complete lifecycle from networking through ongoing account servicing.
  • Set up appointments with potential and current customers to promote new products and services.
  • Built professional sales presentations to promote services to groups of potential customers.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Contacted customers and prospects to generate new business to achieve company growth goals.
  • Leveraged proven sales methods to increase revenue and surpass sales objectives.
  • Drove new business by acquiring new clients and expanding new and existing relationships.
  • Performed cold-calling and follow-ups with leads to secure new revenue.
  • Assisted clients throughout sales process and provided after-sales support to assess satisfaction and resolve problems.
  • Serviced existing accounts on regular basis to maximize revenue.
  • Promoted high level of customer satisfaction using strong relationship-building skills, consistent follow-up and prompt issue resolution.
  • Branded products through effective salesmanship and maintained long-term relationships with clients.

Capitec Bank
Bethlehem

Relationship Banker
03.2021 - 03.2022

Job overview

  • Worked with clients to address and respond to client and partnership management issues.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Engaged departments in customer satisfaction initiatives to uplift service ratings.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Implemented strategies to increase customer retention, enabling investment growth.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Greeted customers and delivered information about new account processes.
  • Verified customer identity and reviewed documentation for accuracy.
  • Maintained customer records and updated account information.
  • Tracked and processed customer account requests and applications.
  • Provided customers with additional information regarding account services.
  • Responded to customer inquiries regarding new accounts and account services.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Activated new accounts and issued customer identification numbers.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Increased daily sales by upselling banking products and financial services to customers.

Capitec Bank
Bethlehem

Technical Support Specialist
02.2019 - 03.2021

Job overview

  • Collaborated with supervisors to escalate and address customer inquiries or technical issues.
  • Assisted customers in identifying issues and explained solutions to restore service and functionality.
  • Responded to support requests from end-users and patiently walked individuals through basic troubleshooting tasks.
  • Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
  • Developed and tested new product offerings prior to release to assist development team in bug identification.
  • Suggested software and hardware modifications to reduce lag time and improve overall speed.
  • Explained technical information in clear terms to non-technical individuals to promote better understanding.
  • Walked individuals through basic troubleshooting tasks.
  • Recorded and maintained relevant notes for each client and work order.
  • Promoted efficiency among departments with prompt resolution of system issues.
  • Provided high-level technical support by resolving inquiries by phone, e-mail and web consistent with department and team service levels and goals.
  • Explained technical information in clear terms to promote better understanding for non-technical users.
  • Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
  • Documented support interactions for future reference.
  • Identified potential sales and cross-selling opportunities and informed supervisor.
  • Researched product and issue resolution tactics to address customer concerns.
  • Assisted with updating technical support best practices for use by team.
  • Responded promptly to incoming sales leads and requests for technical support.
  • Pursued existing and potential customers by phone, email and text message to generate leads and close sales.
  • Used CRM software to record customer interactions and track general sales activities for review and follow-up.

Menray Communications
Bethlehem

Technical Support Specialist
05.2016 - 01.2019

Job overview

  • Performed troubleshooting for Juniper, Cisco, and packet analysis.
  • Managed, tracked, and coordinated problem resolution and escalation processes.
  • Troubleshot complex multi-vendor network service provider issues.
  • Provided network support services for devices such as hubs, bridges, routers, and other hardware.
  • Provided complete end-to-end engineering and installation of route-based IP network solutions.
  • Recommended options for disaster recovery and remote access security.
  • Monitored network capacity and performance to diagnose and resolve complex network problems.
  • Escalated emergency technical issues beyond knowledge to maintain optimum up-time.
  • Integrated data, voice and video networks for use in multi-site installations.
  • Provided detailed network diagrams and procedural guidelines.
  • Configured and troubleshot VoIP and multi-media distributed systems and platforms.
  • Collaborated with vendors to identify best options for optimizing network performance.
  • Integrated fixed wireless connectivity into facilities requiring high-speed networks.
  • Assisted with implementation and support of network monitoring tools.
  • Developed and tested new product offerings prior to release to assist development team in bug identification.
  • Explained technical information in clear terms to non-technical individuals to promote better understanding.
  • Responded to support requests from end-users and patiently walked individuals through basic troubleshooting tasks.
  • Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
  • Suggested software and hardware modifications to reduce lag time and improve overall speed.
  • Assisted customers in identifying issues and explained solutions to restore service and functionality.
  • Promoted efficiency among departments with prompt resolution of system issues.
  • Provided high-level technical support by resolving inquiries by phone, e-mail and web consistent with department and team service levels and goals.
  • Monitored systems in operation and quickly troubleshot errors.
  • Tracked computer equipment, peripherals and network servers via master documentation in Excel.
  • Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
  • Explained technical information in clear terms to promote better understanding for non-technical users.
  • Translated complex technical issues into digestible language for non-technical users.
  • Assisted with updating technical support best practices for use by team.
  • Identified potential sales and cross-selling opportunities and informed supervisor.

JCH Telecom
Bethlehem

Technical Sales Executive
08.2015 - 04.2016

Job overview

  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Analyzed past sales data and team performance to develop realistic sales goals.
  • Exceeded sales goals by implementing aggressive sales programs, overhauling processes and facilitating market development.
  • Developed and presented valuable sales presentations to potential customers to highlight features and benefits of products.
  • Utilized internal lead referral tools to solicit new business opportunities and contacts.
  • Established and maintained positive relationships with vendors to determine product availability and quality.
  • Negotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retention.
  • Monitored and adjusted pricing based on market trends and customer feedback to meet expectations and increase sales.
  • Developed and implemented account management plans to establish customer satisfaction.
  • Developed sales strategy based on research of consumer buying trends and market conditions.
  • Evaluated costs against expected market price points and set structures to achieve profit targets.
  • Created and implemented successful sales campaigns to drive leads and increase sales.
  • Provided exceptional services and pleasant shopping experiences to retail customers.
  • Monitored customers for signs of security concerns and escalated issues to management.
  • Stocked merchandise, clearly labeling items, and arranging according to size or color.
  • Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
  • Prioritized helping customers over completing other routine tasks in store.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Built customer loyalty and retention by delivering excellent shopping experiences.
  • Developed strong rapport with customers and created positive impression of business.
  • Used in-store system to locate inventory and place special orders for customers.
  • Explained technical information in clear terms to non-technical individuals to promote better understanding.
  • Monitored systems in operation and input commands to troubleshoot areas.
  • Responded to support requests from end-users and patiently walked individuals through basic troubleshooting tasks.
  • Maintained servers and systems to keep networks fully operational during peak periods.
  • Walked individuals through basic troubleshooting tasks.
  • Suggested software and hardware modifications to reduce lag time and improve overall speed.
  • Performed server backups and changed and replaced backup tapes daily.
  • Monitored systems in operation and quickly troubleshot errors.
  • Rolled out software updates and applied server patches to thwart threats from penetrating networks.
  • Assisted customers in identifying issues and explained solutions to restore service and functionality.
  • Assisted with updating technical support best practices for use by team.
  • Configured hardware, devices, and software to set up work stations for employees.
  • Maintained office PCs, networks and mobile devices.
  • Managed system-wide operating system and software deployments as well as related software upgrade problems.
  • Set up PCs, projectors and microphones for use in video conferencing rooms.
  • Refurbished PC systems and peripherals such as monitors, networking equipment, printers, and more.
  • Assessed system hardware and software and suggested modifications to reduce lag time and improve overall speed.
  • Linked computers to network and peripheral equipment.
  • Tested and installed motherboards, processors, and graphics cards on desktops and laptops for corporate staff.
  • Used diagnostic tools to identify hardware failures and replace non-functional components.
  • Executed technology implementation projects with minimal downtimes and business disruptions.
  • Performed troubleshooting to correct computer hardware and software malfunctions.
  • Completed routine and complex software installations, assisting users of various levels of computer sophistication in operation of new and existing software.
  • Maintained client and company confidence by keeping records confidential and secure to avoid data breach risks.

Thepa Trading
Bethlehem

Technical Sales Executive
03.2014 - 07.2015

Job overview

  • Analyzed past sales data and team performance to develop realistic sales goals.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Developed sales strategy based on research of consumer buying trends and market conditions.
  • Exceeded sales goals by implementing aggressive sales programs, overhauling processes and facilitating market development.
  • Directed sales support staff in administrative tasks to help sales reps close deals.
  • Monitored and adjusted pricing based on market trends and customer feedback to meet expectations and increase sales.
  • Established and maintained positive relationships with vendors to determine product availability and quality.
  • Utilized internal lead referral tools to solicit new business opportunities and contacts.
  • Negotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retention.
  • Evaluated costs against expected market price points and set structures to achieve profit targets.
  • Developed and implemented account management plans to establish customer satisfaction.
  • Developed and presented valuable sales presentations to potential customers to highlight features and benefits of products.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Maintained up-to-date knowledge of store sales, payment policies and security standards.
  • Built customer loyalty and retention by delivering excellent shopping experiences.
  • Conducted product demonstrations to highlight features and redirect objections to positive aspects.
  • Developed strong rapport with customers and created positive impression of business.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Monitored customers for signs of security concerns and escalated issues to management.

GC Tech
Bethlehem

Technical Sales Support Executive
10.2012 - 02.2014

Job overview

  • Provided technical expertise and recommendations to improve systems and processes, establish cost savings and increase productivity.
  • Assisted customers in troubleshooting product issues and provided timely technical support.
  • Presented technical presentations to clients to explain product features and benefits.
  • Utilized creative problem-solving skills to overcome technical challenges in the sales process.
  • Responded to specific customer requests, including RFP responses and industry-specific solutions.
  • Cultivated and maintained strong relationships with customers to ensure a positive customer experience.

Education

Gekombineerde Skool Christiana
Christiana

Matric
12.2011 - 12.2011

University Overview

Skills

    Small business operations

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Interests

Photography

Videography

Ancient Civilizations

Availability
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Quote

Judge a man by his questions rather than his answers.
Voltaire

Timeline

Business Banker
Capitec Bank
03.2022 - Current
Relationship Banker
Capitec Bank
03.2021 - 03.2022
Technical Support Specialist
Capitec Bank
02.2019 - 03.2021
Technical Support Specialist
Menray Communications
05.2016 - 01.2019
Technical Sales Executive
JCH Telecom
08.2015 - 04.2016
Technical Sales Executive
Thepa Trading
03.2014 - 07.2015
Technical Sales Support Executive
GC Tech
10.2012 - 02.2014
Gekombineerde Skool Christiana
Matric
12.2011 - 12.2011

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Jo VenterBusiness Banker