Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Lipuo Mokoena

Pretoria

Summary

Dynamic and results-driven professional with over 16 years at Standard Bank of South Africa, mastering financial oversight and client relationship management. Proven track record in boosting sales and client satisfaction by leveraging in-depth knowledge of banking products and processes. Excel in problem-solving and interpersonal effectiveness, ensuring tailored and strategic financial solutions for high-net-worth clients.

Overview

17
17
years of professional experience

Work History

Banker,Prestige

Standard Bank of South Africa
Pretoria
04.2018 - Current
  • Achieved FAIS qualification, enhancing professional credibility in financial services.
  • 16 years of experience, relevant FAIS qualification, with FAIS experience, and the ability to operate without supervision for intermediary services.
  • 16 years of experience within a physical, virtual, and branch environment, with a good understanding of bank processes, policies, and products.
  • Experience in sales, service, relationship management, credit applications, and financial acumen, with a proven sales track record in the financial services industry.
  • Sound knowledge of the Bank's laid-down policies and procedures as they relate to the processing of customer transactions.
  • Achieve sales targets by providing personalized banking solutions to high-net-worth clients.
  • Execute strategic sales initiatives to increase revenue and expand the bank's client base.
  • Review credit applications to ensure compliance with banking standards.
  • Utilize a comprehensive understanding of banking processes to support high-level client services.
  • Apply in-depth knowledge of bank products to enhance customer satisfaction and retention.
  • Utilize an extensive understanding of bank products to provide tailored financial solutions.
  • Assess financial objectives to deliver customized banking services.
  • Exhibit strong behavioral competencies to enhance client relationships, and drive customer satisfaction.
  • Exhibit strong behavioral competencies to build trust and rapport with clients.
  • Convey complex financial information clearly to clients.
  • Stimulate creative problem-solving by critically evaluating existing banking practices.
  • Convey self-confidence.
  • Mastered comprehensive understanding of banking solutions to provide tailored financial advice to prestigious clients.
  • Develop trust with clients through personalized banking services.
  • Analyze financial data to provide tailored banking solutions.
  • Explore innovative banking solutions to enhance client satisfaction and financial growth.
  • Identify and evaluate new opportunities to enhance client portfolios.
  • Built strong relationships with clients through effective communication and personalized service.
  • Engage with clients to understand their financial needs, and provide tailored banking solutions.
  • Analyze complex financial information to guide strategic decision-making.
  • Evaluate financial scenarios to make informed banking decisions.
  • Manage time effectively to meet all banking deadlines and client expectations.
  • Provide strategic financial insights to clients, improving their portfolio performance.
  • Identify and capitalize on potential opportunities to enhance client portfolios.
  • Exhibit consistent calmness and professionalism in client interactions.
  • Implement immediate measures to resolve client issues, improving overall service quality.
  • Contribute to team efforts to drive success in banking services.
  • Work cohesively with colleagues to enhance customer service and banking operations.
  • Assess client needs to provide personalized banking solutions.
  • Demonstrate technical competencies in financial services, ensuring accurate and efficient transaction processing.
  • Utilize advanced technical skills to enhance banking operations, and improve customer satisfaction.
  • Execute technical tasks with precision, contributing to the seamless delivery of banking services.
  • Adhere to banking processes and procedures to ensure compliance with regulatory standards.
  • Execute banking procedures to maintain operational efficiency and customer satisfaction.
  • Develop in-depth knowledge of clients to tailor financial solutions.
  • Acquired comprehensive understanding of clients to provide personalized banking services.
  • Gain extensive insight into client needs to offer customized financial advice.
  • Enhance client retention through personalized banking services.
  • Maintain high levels of client satisfaction by providing tailored financial solutions.
  • Strengthen client relationships by consistently delivering exceptional banking experiences.
  • Provide exceptional client servicing to high-net-worth individuals, ensuring their banking needs are met with precision and professionalism.
  • Deliver personalized banking solutions to clients, enhancing their overall satisfaction and loyalty.
  • Manage client relationships by addressing their banking inquiries and providing tailored financial advice.
  • Analyze customer profiles to offer personalized banking services, and enhance client satisfaction.
  • Elevate risk awareness to mitigate potential financial threats, and uphold regulatory compliance.
  • Educate clients on risk management principles to ensure informed financial decisions.
  • Promote risk awareness through detailed analysis and personalized financial solutions.

Sales Consultant

Standard Bank of South Africa
Pretoria
09.2014 - 03.2018
  • Created customized presentations for potential customers based on their requirements.
  • Developed and maintained relationships with new and existing clients to increase sales revenue.
  • Identified areas of improvement within existing processes and procedures.
  • Produced sales documents, finalized deals and filed records.
  • Generated daily reports on sales activities for management review.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Identified customer needs by asking questions and advising on best solutions.
  • Greeted incoming customers and provided expert sales and service to drive revenue.
  • Boosted client satisfaction ratings by offering proactive resolution ideas while driving actionable responses to questions, concerns or challenges.
  • Performed cold calls to prospective customers to introduce company offerings.

Customer Service Consultant

Standard Bank of South Africa
Lyttelton
02.2012 - 08.2014
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Assisted customers in navigating website for online orders or account management needs.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
  • Performed troubleshooting steps to identify root cause of technical problems.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
  • Answered inbound calls, chats and emails to facilitate customer service.
  • Liaised between customers and relevant stakeholders to expedite orders and meet customer demands.
  • Supported sales team members to drive growth and development.
  • Ensured compliance with company policies and procedures when dealing with customers.
  • Worked effectively in team environments to make the workplace more productive.

Enquiries Clerk

Standard Bank of South Africa
Centurion
02.2008 - 01.2012
  • Maintained client accounts by obtaining, recording and updating personal and financial information.
  • Operated telephone switchboard to answer, screen and forward calls to appropriate personnel.
  • Managed multiple projects simultaneously while meeting strict deadlines.
  • Collaborated with other departments to provide superior customer service.
  • Assisted customers in resolving complaints, issues, and existing concerns or queries.
  • Investigated and analyzed client complaints to identify and resolve issues.
  • Resolved customer complaints in a professional manner.
  • Maintained a high level of professionalism while interacting with customers.
  • Answered customers' questions regarding products, prices, availability, product uses, and services.
  • Protected clients' rights by maintaining confidentiality of personal and financial information.
  • Completed day-to-day duties accurately and efficiently.

Education

National Certificate: RE5 - Finance

Moonstone
Pretoria,GP
01-2017

National Certificate: Banking Services Advicee - Banking And Finance

Damelin
Pretoria,GP
01-2008

Certificate - Office Administration

Business And Technology College Campus
Pretoria,GP
12-2006

Standard Bank Private Qualification Programme: Advanced Certificate in Management Practice - Business Management

Henley Business School Africa
Sandton,GP

Skills

  • Financial Oversight
  • Client Relationship Management
  • Effective Opening and Closing Protocols
  • Portfolio management
  • Proficient in Written and Verbal Communication
  • Problem resolution and problem-solving skills
  • Adaptive team player
  • FAIS qualification
  • FAIS experience
  • Sales and Relationship Management
  • Credit applications and financial acumen
  • Knowledge of bank processes, policies, and bank products
  • Customer Needs Assessment
  • Interpersonal Effectiveness
  • Confident Presentation Skills
  • Building and establishing rapport
  • Detail-Oriented Mindset
  • Effective Communication Skills
  • Data Analysis
  • Effective Time Management
  • Prompt Insight Sharing
  • Goal-Oriented Mindset
  • Capitalizing on Opportunities
  • Decision-Making Competence
  • Customer service

Accomplishments

  • Standard Bank Innovation Challenge Project Leader in 2024
  • Second in charge (acting) as a team leader at Standard Bank Centurion Branch Enquiries Department in 2009
  • Presented an innovative idea that may improve the organization, Innovation Challenge, in 2024

Languages

English
First Language

Timeline

Banker,Prestige

Standard Bank of South Africa
04.2018 - Current

Sales Consultant

Standard Bank of South Africa
09.2014 - 03.2018

Customer Service Consultant

Standard Bank of South Africa
02.2012 - 08.2014

Enquiries Clerk

Standard Bank of South Africa
02.2008 - 01.2012

National Certificate: RE5 - Finance

Moonstone

National Certificate: Banking Services Advicee - Banking And Finance

Damelin

Certificate - Office Administration

Business And Technology College Campus

Standard Bank Private Qualification Programme: Advanced Certificate in Management Practice - Business Management

Henley Business School Africa

Similar Profiles

CREATE PROFILE
Lipuo Mokoena