Khuselwa Makele
Branch Advisor
MOUNT AYLIFF
Summary
I am a dynamic finance professional with over six years of experience in the Financial Services Industry, specializing in banking and client relationship management. I have proven expertise in ensuring compliance with financial procedures, investigating account discrepancies, and maintaining meticulous document management practices. Recognized for a proactive approach and exceptional organizational skills, consistently delivering results while collaborating across teams to meet client expectations and regulatory standards. I am eager to leverage my strong foundation in financial controls and dispute resolution in a finance-focused administrative role, contributing to the efficiency and effectiveness of operations within a reputable organization.
Overview
7
7
years of professional experience
5
5
Languages
Work History
Branch Advisor
First National Bank
02.2025 - Current
- Providing exceptional customer service and handling complaints by customers
- Drafting reports and providing precise data capturing
- Upholding the service delivery promise by the brand FNB
- Remaining accountable for my own overall performance and and professional development
- Real life application of accounting principles in data capturing
- maintaining excellent product knowledge and incharge of my own learning so as to better advisor all type of customers
- As part of the operational support function, i am responsible for the accurate recording, reconciliation and safe keeping of financial documents and records in the role of treasury custodian
- Key Achievements:
- Maintaining customer relationships
- Being able to meet targets given
- Being able to submit work given within the deadline
- Being able to uphold the very strict policies and procedures of the company
Service Consultant
Capitec Bank
09.2019 - 02.2025
- Providing excellent client service by fulfilling the customer’s expressed need
- Experience in fulfilling clerical duties including ordering and receiving branch stock ordered
- Ability to maintain an efficient filling system
- Accurately and timeously gather and capture client information for approvals and enquiry transactions
- Maintaining skill, knowledge, and competency to be able to position products to clients
- Able to draft reports and present precise data capturing
- Delivering Results and meeting customer expectations
- Presenting and communicating Information
- Ability to attend to telephonic queries.
- Entrepreneurial and Commercial Thinking
- Key Achievements:
- Best performing sales consultant in Credit and funeral cover sales in my region 2024
- Being appointed to the role of 2IC (second in charge) to assist in the day to day running of the branch.
Client Service Representative
Capitec Bank Limited
02.2019 - 08.2019
- My role in the bank included welcoming of customers and clients to the bank
- Interacting with customers and to provide support needed related to the bank’s products and services.
- My role also required that I have good telephone etiquette, as I would do follow ups for customers that had issues that could be resolved in time.
- In this role i was the floor manager, i helped large volumes of customers every day with positive attitude and focus on customer satisfaction.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Participated in regular meetings with management to discuss performance goals, strategies for improvement, and ongoing challenges faced by the team.
Education
Certificate - Data Analysis
University of Cape Town
RES Certificate - undefined
Moonstone Compliance
National Diploma - Economics and Management Analysis
Tshwane University of Technology
Matric Certificate - undefined
Mowat Park High School
Skills
Strong communication and active listening skills for handling client disputes and inquiries
Familiarity with unemployment insurance regulations
Knowledge of treasury regulations and public financial management
Detail-oriented problem solving
Proficient in administrative tasks, including document handling, records management and archival retrievals
Solid computer literacy (MS Office and financial/internal systems), ensuring accurate and timely data entry
Knowledgeable in regulatory compliance
Customer service expertise
Proficient in customer support and issue resolution
Timeline
Branch Advisor
First National Bank
02.2025 - Current
Service Consultant
Capitec Bank
09.2019 - 02.2025
Client Service Representative
Capitec Bank Limited
02.2019 - 08.2019
RES Certificate - undefined
Moonstone Compliance
National Diploma - Economics and Management Analysis
Tshwane University of Technology
Matric Certificate - undefined
Mowat Park High School
Certificate - Data Analysis
University of Cape Town
References
- Caroline, Mkhatshwa, Former Branch Manager-Pretoria CBD branch, br0022522@capitecbank.co.za, 087 756 0411, 078 548 7181, Capitec Bank Limited
- Luzuko, Dulane, Former line manager -Mount Frere branch, br002084@capitecbank.co.za, 087 756 0638, 064 363 8654, Capitec Bank Limited
- Khuthala, Sigcawu, Current line manager at FNB Mount Ayliff, ksigcawu@fnb.co.za, 061 586 0467, 087 345 3490, FNB Mount Ayliff
Personal attributes
- Passionate about delivering exceptional service, especially in financial and administrative environments
- Excellent verbal and written communication skills for engaging with clients and internal teams
- Quick to learn new systems, policies, and financial processes
- Driven to excel in task execution, including filing execution, resolving invoice issues, and handling payments
- Strong interpersonal skills to collaborate across departments and communicate professionally
- Reliable team player who supports collective goals and meets shared deadlines
- Highly adaptable to changes in processes, systems, or reporting needs
- Skilled problem solver, especially in providing administrative support
- Capable of working independently and taking initiative to resolve issues without constant supervision