Lorato Mothudi
Private Banker, Acquisition Banker
Pretoria
Summary
Proven Private Banker and Prestige Consultant at Standard Bank of South Africa, adept in customer due diligence and fostering strong client relationships. Excelled in cross-selling, enhancing customer satisfaction, and navigating regulatory compliance, leading to significant client retention and compliance achievements. Skilled in performance reporting and customer service, demonstrating exceptional problem-solving and advisory capabilities.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Private Banker
Standard Bank South Africa
01.2023 - Current
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
Automotive Sales Consultant
BB Nissan
12.2021 - 03.2022
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
- Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.
- Answered telephone and email inquiries from potential customers.
- Facilitated smooth trade-in processes by appraising used cars accurately and negotiating fair values.
Prestige Consultant
Standard Bank of South Africa
08.2019 - 12.2021
- Assisted clients in navigating regulatory compliance issues, minimizing potential legal risks and penalties associated with noncompliance.
- Provided ongoing support to existing clients as needed, addressing concerns or questions promptly while maintaining strong professional relationships.
- Conducted comprehensive market research to identify trends and inform strategic decision-making for clients.
- Streamlined client onboarding processes, resulting in faster project initiation and improved customer satisfaction.
Education
BBA - Business Management
Pearson Institute of Higher Education
Midrand 04.2001 -
Skills
Cross-selling opportunities
Certification
Regulatory Examination Certificate
Timeline
Private Banker
Standard Bank South Africa
01.2023 - Current
Automotive Sales Consultant
BB Nissan
12.2021 - 03.2022
Prestige Consultant
Standard Bank of South Africa
08.2019 - 12.2021
Regulatory Examination Certificate
10-2017
BBA - Business Management
Pearson Institute of Higher Education
04.2001 -
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