MASHA SHADE
Branch Advisor (FAIS)
Pretoria
Summary
Finance and customer‑service professional with experience in branch advisory, corporate debt collections, and client relationship management. Strong background in financial products, FAIS compliance, stakeholder liaison, and sales performance.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Branch Advisor – FAIS
First National Bank
08.2022 - Current
- Advise clients on banking and financial solutions while ensuring FAIS compliance.
- Conduct KYC checks and guide onboarding.
- Meet and exceed sales targets.
- Resolve client queries efficiently.
- Promote digital banking.
- Maintain accurate documentation.
Debt Collections Officer – Corporate Accounts
City of Ekurhuleni
01.2021 - 07.2022
- Liaised with corporate clients, applying Batho Pele Principles.
- Managed high‑value accounts.
- Ensured access to accurate information.
- Demonstrated courtesy and professionalism.
- Promoted openness and transparency.
- Negotiated payment arrangements.
- Practiced redress in disputes.
- Prepared accurate reconciliation and collection reports.
- Debt Collections Department
Education
BTech - Cost and Management Accounting
Tshwane University of Technology
National Diploma - Accounting
Tshwane University of Technology
Skills
Financial Advisory & Client Solutions
FAIS & Banking Compliance
Corporate Debt Collections
Batho Pele Principles Application
Stakeholder Liaison & Negotiation
Sales & Cross-Selling
Branch Operations & Customer Support
Problem Solving & Query Resolution
KYC & Documentation Accuracy
Reporting & Administration
Communication & Interpersonal Skills
Accomplishments
- Exceeded monthly sales targets.
- Recognized for exceptional customer service.
- Resolved complex client queries.
- Increased digital banking uptake.
- Maintained 100% compliance.
- Helped improve branch turnaround times.
- Improved collection efficiency.
- Negotiated impactful payment plans.
- Strengthened relationships using Batho Pele principles.
- Reduced account disputes.
- Delivered accurate reports with transparency.
- Strong problem-solving abilities.
- Excellent communication skills.
- Trusted with high‑priority cases.
- Strong teamwork during peak periods.
References
Andre fourie- FNB
Local market manager
Fouriea@fnb.co.za
0827112134
Certification
FAIS Accredited
Timeline
Branch Advisor – FAIS
First National Bank
08.2022 - Current
Debt Collections Officer – Corporate Accounts
City of Ekurhuleni
01.2021 - 07.2022
National Diploma - Accounting
Tshwane University of Technology
BTech - Cost and Management Accounting
Tshwane University of Technology