Mapau Makgoba
Broker, Receptionist And Admin
Kemptonpark
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
24
24
years of professional experience
2
2
years of post-secondary education
2
2
Languages
Work History
New Business and Claims Senior Consultant
Shomang Brokers
Gauteng
01.2021 - 06.2022
- Ensure that bank records and statements are professionally managed and maintained
- Prepare and compile monthly and weekly reporting to the MD
- Attend Monthly management meetings
- Guide and lead the unit staff to achieve the objective the of the unit
- Responsible for record keeping of the clients for any relevance reference
- Prepare the client record of advice for all clients
- Maintain strong relationships with all stakeholders
- Provide support to Programme Managers, staff, and clients
- Keep clients records up to date Monitor, verify, rectify, and update all accounting records
- Compare and capturing of new applications for quotations
- Negotiating with stakeholders on services/products on behalf of Clients
- Register new claims and follow up until they are settled
Receptionist and Admin
Ziki Trading and Projects Pty Ltd
Polokwane
11.2016 - 12.2020
- Answering and making phone calls on behalf of the employees
- Handling office correspondence
- Maintaining office supplies
- Coordinating office activities to secure efficiency and compliance to the company policy
- Assist with the day-to-day operations of the office
- Ensure that the workplace runs smoothly
- Making sure the rest of the staff has adequate support to work efficiently
- Welcoming office guests, and preparing refreshments
Team Leader Client Service
NEDBANK
Gauteng
08.2015 - 10.2016
- Lead the team responsible for different working stations
- Attending client queries internal and external
- Checking FICA documents, making sure the right documentation are submitted
- Resolve customer issues/ Build new customer relationships
- Ensure customers’ financial needs are met
- Identify and develop new sources of business
- Prepare financial statements and operational reports for the head office and cash management
Team Leader Sales
NEDBANK
Gauteng
06.2010 - 08.2015
- Head of sales department/division
- Providing mentorship for subordinates and identifying areas of training or development
- Develop strategies and operational logistics for the bank’s huge success
- Lead, guide, and direct banking operations through managerial duties
- Build good relationships with customers and other financial institutions
- Develop and promote attractive products and services to customers
- Lead and guide banking staff in their day-to-day operations and tasks
- Ensure daily reconciliation of banking records to match cash transactions of the day
Teller, Enquiries, Banker and Banker Services
NEDBANK
Polokwane
06.1998 - 06.2010
- Assisting customers with processing withdrawals and deposits
- Maintaining and balancing cash drawers and reconciling the discrepancies
- Doing surprise checks on month end and making that the branch balances
- Oversee customers and their financial transactions through bank clerical functions
- Answer and respond to bank customers’ inquiries on financial transactions
- Process and accept deposits and loan payments from bank customers
- Make payments to bank customers after checking and validating customers’ signatures on checks
- Check the availability of funds before making payments to customer
- Target given and made sure meet the target by the end of the month
- Products sold, investment, home loans, vehicle finance, savings account, current accounts, funeral plans
- Credit cards and bank assurance and overdrafts
- Promote specific products as directed by upper management
- Inform leads and customers of current promotions and discounts
- Maintain positive business and customer relationships in the effort to extend customer lifetime value
- Dealing with clients queries regarding their account and cross sell to them
- Restructures of the home loans applications
Education
Matric - National Senior Certificate – Grade 12
St. Brendan’s College
Limpopo, South Africa 01.1990 - 12.1990
N4 - SECRETARIAL ACCOUNTING
Shikoane Matlala Technical College
01.2003 - 11.2003
N6 - MANAGEMENT ASSISTANT
Seshego TVET College
Skills
SAP System
Strong leadership skills
Problem-solving
Client engagement
Attention to detail
Departmentaltraining
- Regulatory Examination Certificate (FSB) (RE5)
- Certificate of Competence: Financial Advisory and Intermediary (Bank SETA)
- Certificate of Competence: Operating System (SAQA-ISETT)
- Certificate of Attendance: Sales Stars (Nedcor Learning College)
- Certificate of Attendance: Code of Banking Practice (Nedcor Learning College)
- Certificate of Attendance: Customer Care Feelings (Nedcor Learning College)
- Office Management Certificate
- Data Capturing Certificate
- Office Administration Certificate
Personal Information
- Notice Period: Immediately
- Gender: Female
- Nationality: South African
- Driving License: EC 1
Transport
Own car
Timeline
New Business and Claims Senior Consultant
Shomang Brokers
01.2021 - 06.2022
Receptionist and Admin
Ziki Trading and Projects Pty Ltd
11.2016 - 12.2020
Team Leader Client Service
NEDBANK
08.2015 - 10.2016
Team Leader Sales
NEDBANK
06.2010 - 08.2015
N4 - SECRETARIAL ACCOUNTING
Shikoane Matlala Technical College
01.2003 - 11.2003
Teller, Enquiries, Banker and Banker Services
NEDBANK
06.1998 - 06.2010
Matric - National Senior Certificate – Grade 12
St. Brendan’s College
01.1990 - 12.1990
N6 - MANAGEMENT ASSISTANT
Seshego TVET College
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