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
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