Sales Consultant with banking experience in client applications, product guidance, and account documentation. Supports branch growth by matching customers to suitable banking products, completing accurate submission follow-up, and keeping sales records current. Strengthens conversion through careful handling of client requests.
Overview
10
10
years of professional experience
Work History
Sales Consultant
First National Bank
08.2019 - 01.2026
Advised customers on suitable banking products based on their needs, goals, and eligibility requirements.
Prepared client documentation for account openings, updates, and product requests with careful attention to detail.
Maintained accurate records of sales interactions, follow-ups, and customer requests throughout the workday.
Supported branch sales goals by identifying cross-sell opportunities during routine customer conversations.
Credit card administrator
First National Bank
09.2018 - 08.2019
Reviewed credit card applications for completeness, accuracy, and required supporting documents before submission.
Maintained customer account information and processed cardholder updates in line with bank procedures.
Responded to cardholder queries about billing, limits, and statement details in a professional manner.
Supported payment posting by verifying transaction details and matching records to the correct accounts.
Secretary
Thulani Community Development Forum
10.2016 - 08.2018
Scheduled meetings and appointments, keeping calendars aligned with staff availability and community priorities.
Prepared letters, notices, and routine correspondence for internal and external communication.
Maintained attendance registers and other office records in an orderly, easy-to-retrieve format.
Coordinated document handling between staff, members, and community visitors with careful follow-up.
Operations processing administrator
Nedbank Ltd
04.2016 - 08.2016
Verified account details against supporting documents before submitting files for further processing.
Prepared transaction paperwork and maintained organized records for internal review and audit support.
Monitored pending items and followed up on missing information to keep processing queues moving.
Supported reconciliation checks by comparing records and flagging mismatches for correction.
Financial control team member
Nedbank Ltd
09.2015 - 01.2016
Verified account entries against source records to support accurate financial reporting.
Investigated discrepancies and escalated unresolved items through appropriate control channels.
Maintained transaction records and documentation to support audit readiness and traceability.
Prepared routine control reports for review by senior finance staff.
Education
Advanced diploma in Financial Planning - Financial Management
MANCOSA
Johannesburg
05-2027
Higher certificate NQF Level 5 - Generic management in banking
Chartall Business College
Johannesburg
05-2019
High School Diploma -
Forte Secondary School
Johannesburg
05-2013
Timeline
Sales Consultant
First National Bank
08.2019 - 01.2026
Credit card administrator
First National Bank
09.2018 - 08.2019
Secretary
Thulani Community Development Forum
10.2016 - 08.2018
Operations processing administrator
Nedbank Ltd
04.2016 - 08.2016
Financial control team member
Nedbank Ltd
09.2015 - 01.2016
Advanced diploma in Financial Planning - Financial Management
MANCOSA
Higher certificate NQF Level 5 - Generic management in banking