Hi, I’m
Kaho Hlapane
Universal Advisor
Johannesburg,Gauteng
Summary
Universal Advisor supporting retail banking customers through opening accounts, setting up digital banking and ensuring ATM availability for customers. Expands customer value through cross-selling investment accounts, insurance products and credit cards.
Overview
5
years of professional experience
Work History
FNB (First National Bank)
Universal Advisor
03.2024 - Current
Job overview
- Opening transactional accounts for customers including setting up digital banking and generating referrals.
- Performing maintenance on SSD Devices to ensure availability for customers to transact.
- Achieved top ranking among our peer group for having best availability of SSD Devices.
- Cross-selling banking products, such as investment accounts, insurance products and credit cards, to meet clients financial needs
FNB (First National Bank)
Community Advisor
10.2022 - 02.2024
Job overview
- Delivered exceptional customer service to bolster strong relationships and build positive experiences.
- Identified potential customers through personal referral and lead generation.
- Provided continued customer support after closing sales.
Umuziwisizwe (Pty) Ltd
Bookkeeper
09.2022 - 09.2022
Job overview
- Issued receipts, invoices, and billing statements.
- Kept accurate records of revenue, expenditures and payments.
- Developed Excel spreadsheets to track data and streamline accounting processes
Trodat
Warehouse worker
07.2021 - 08.2021
Job overview
- Helped my colleagues reach our target of distributing 4000 stamps to the customer.
- Supported fellow team members with regular tasks and activities.
- Moved freight and stock to and from storage and production areas, loading docks and delivery vehicles.
Education
MANCOSAJohannesburg
Bachelor of Commerce from Financial Management
06-2022
Skills
Product sales
Relationship building
Cross-selling
Customer needs assessment
Account retention
Customer service
Cash handling
Transaction processing
Microsoft Office
Attention to detail
Timeline
Universal Advisor
FNB (First National Bank)
03.2024 - Current
Community Advisor
FNB (First National Bank)
10.2022 - 02.2024
Bookkeeper
Umuziwisizwe (Pty) Ltd
09.2022 - 09.2022
Warehouse worker
Trodat
07.2021 - 08.2021
MANCOSA
Bachelor of Commerce from Financial Management