Lotanang Chuene Makgatho
Lombardy West, Johannesburg
Summary
Dedicated customer service professional with a passion for promoting lasting customer satisfaction through quality service and unparalleled support. Proficient in customer service best practices and related options, with a strong knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
17
17
years of professional experience
Work History
Branch Financial Sales Consultant
First National Bank
01.2015 - 01.2023
- Optimized procedures to support retail lending operations.
- Utilized expertise in banking solutions to fulfill customer requirements.
- Supported effective utilization of technology to help clients achieve financial objectives.
- Developed business opportunities by creating strategic connections.
- Finalized and executed contracts.
- Created new approaches for identifying potential clients to market financial ideas.
- Conducted thorough investigations into disputes while ensuring accuracy.
- Cultivated strong working relationships across departments, functional teams, and geographic areas to facilitate knowledge sharing.
Banker
Capitec
01.2011 - 04.2013
- Promoted business by participating in community events.
- Facilitated local gatherings and led promotional activities for customers.
- Conducted thorough account maintenance for new and existing customers.
- Ensured accurate balance in teller drawers and ATM cash.
- Developed tailored solutions to meet individual banking needs.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Facilitated loan application processes for customers.
- Generated new business leads through networking events and community engagement.
- Consistently achieved and exceeded sales benchmarks in Polokwane.
Sales Consultant During University Holidays
SJM stationery
03.2006 - 12.2011
- Monitored company inventory to keep stock levels and databases updated.
- Drove operational improvements which resulted in savings and improved profit margins.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
- Maintained energy and enthusiasm in fast-paced environment.
- Used Microsoft Word and other software tools to create documents and other communications.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record.
Education
Bcompt Degree - Accounting, Auditing, Taxation, Financial Mngt
University of Limpopo Turfloop Campus
Polokwane06.2011
Senior Certificate - Grade 12
Hoerskool Lydenburg
Lyndenburg12.2004
Skills
- Banking product sales
- Service Contract Sales
- Increasing sales
- Sales contract processing
- Strategic sales knowledge
- Creative problem solving
- Insurance sales
- Cash handling proficiency
- Negotiation techniques
- Client retention strategies
- Loan processing
- Financial product sales
- Investment advisory
- Cross-selling
- Credit assessment
- Teamwork and collaboration
- Customer service
- Multitasking
- Critical thinking
References
Names: Mr Kabelo Mathole
Position: Branch Manager FNB
Contact number: 072 549 5978
email address : kmathamelo@fnb.co.za
Names: Phyllis Kubayi
Position: Branch Manager Capitec
Contact number: 073 030 6330
Languages
English
Bilingual or Proficient (C2)
Afrikaans
Bilingual or Proficient (C2)
Timeline
Branch Financial Sales Consultant
First National Bank
01.2015 - 01.2023
Banker
Capitec
01.2011 - 04.2013
Sales Consultant During University Holidays
SJM stationery
03.2006 - 12.2011
Bcompt Degree - Accounting, Auditing, Taxation, Financial Mngt
University of Limpopo Turfloop Campus
Senior Certificate - Grade 12
Hoerskool Lydenburg
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