kemedi Phalane
Johannesburg
Summary
Customer-focused Universal Advisor with 4 years of experience in delivering tailored solutions and exceptional support. Proven ability to understand client needs, build rapport, and contribute effectively in team-oriented environments. Committed to providing high-quality service and fostering positive client relationships.
Overview
3
3
Languages
1
1
Certification
5
5
years of professional experience
Work History
Universal Advisor
FNB
SANDTON CITY, South Africa
09.2022 - Current
- Guided clients in navigating complex financial products and services to enhance their financial literacy.
- Opened accounts and provided funeral covers and additional banking products to meet client needs.
- Executed buy and sell transactions in Forex and Rands, ensuring timely and accurate service for clients.
- Managed treasury operations including branch opening and closing procedures.
- Maintained and replenished ATMs and ADTs to provide reliable access for customers.
Teacher's Assistant
Mehlareng Combined Farm School
kempton park, South Africa
11.2021 - 08.2022
- Supervised children during activities and play, helping maintain safety and proactively address behavioural problems.
- Assisted teacher with marking assignments and reporting feedback to students and parents.
- Organised classroom materials and resources, ensuring availability and readiness for daily activities.
- Organised classroom spaces and materials to help teacher prepare for lessons.
Education
DIPLOMA - INTERNAL AUDITING
Vaal University Of Technology
Vereeniging, GP01-2020
Skills
- Customer relationship management
- Financial product knowledge
- Client relationship management
- Financial product navigation
- Treasury operations management
- Financial advisory
- Regulatory compliance
- Account management
Languages
English
Advanced
C1
Sepedi
Advanced
C1
Isizulu
Elementary
A2
Certification
- NQF Level 5 in Youth Leadership course
Interests
- Reading
Timeline
Universal Advisor
FNB
09.2022 - Current
Teacher's Assistant
Mehlareng Combined Farm School
11.2021 - 08.2022
DIPLOMA - INTERNAL AUDITING
Vaal University Of Technology