Summary
Overview
Work History
Education
Skills
references
Timeline
Generic

Lerato Moeketsi

Bank Consultant
Botshabelo

Summary

Dynamic Bank Consultant with First National Bank, adept at fostering client relationships and resolving issues with empathy. Proven problem-solver skilled in MS Office, contributing to a positive work environment through effective team collaboration. Maintained confidentiality and accuracy, enhancing customer loyalty and ensuring compliance with regulations and experienced in records management,client service and finance.

Overview

5
5
years of professional experience

Work History

Bank Consultant

First National Bank
08.2020 - Current
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Welcomed customers and helped determine their needs.
  • Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Developed strong cooperative relationships with coworkers and managers.
  • Contributed to a positive work environment by consistently demonstrating professionalism, adaptability, and strong interpersonal skills.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Upheld confidentiality of information to avoid potential data breaches and client lawsuits.
  • Examined, categorized, and sorted incoming documents.
  • Adhered to company policies and government regulations regarding data oversight and confidentiality to promote overall information security.
  • Provided prompt assistance to coworkers seeking specific records, fostering a supportive work atmosphere.
  • Located and retrieved requested documents in accordance with established policies.

Education

N6 - Business Management N6

Motheo Tvet College
Botshabelo
04.2001 -

N5 - Business Management N5

Motheo Tvet College
Botshabelo
04.2001 -

N4 - Business Management N4

Motheo Tvet College
BOTSHABELO
04.2001 -

NQF L5 - Banking And Services Advice

Milpark
Bloemfontein, South Africa
04.2001 -

Skills

Problem-solving

references

Manager 

Lerato Nkoe

0615364829

Colleque

Zandile Leputla

0747919456

Timeline

Bank Consultant

First National Bank
08.2020 - Current

N6 - Business Management N6

Motheo Tvet College
04.2001 -

N5 - Business Management N5

Motheo Tvet College
04.2001 -

N4 - Business Management N4

Motheo Tvet College
04.2001 -

NQF L5 - Banking And Services Advice

Milpark
04.2001 -
Lerato MoeketsiBank Consultant