MATLHOGONOLO MOLEMA
Johannesburg
Summary
An accomplished and dynamic Private Banking Analyst with 9+ years professional working experience within FNB. Well known for my ability to meet, achieve and exceed company objectives. Core competencies includes retail, sales and customer service, deadline driven, deep understanding of the Banks products, Customer-centric mindset, Analytical and problem-solving skills, stakeholder Management and Financial acumen to assess, reconcile and effectively market relevant offerings to clients. Resilience and adaptability to keep up with the changing climate and its demands.
Overview
10
10
years of professional experience
Work History
Banking Advisor & Caretaking Private Advisor
FNB Private Wealth
02.2021 - Current
- Experienced banking Advisor assisting multiple bankers at the same time
- Founder of the PA & BA Pool structure
- PA & BA Coach and Mentor
- Building working relationships across HSL, Transact and Credit teams to enhance work delivery, collaboration, and innovation
- Identifying and utilizing opportunities for revenue growth to deliver on sales targets
- Providing appropriate banking and financial solutions across an allocated portfolio of clients
- Ensuring compliance to legislative and audit requirements and adhering to relevant processes
- Conducting client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
- Delivering exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions
- Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
- Manage own development to increase own competencies
- Assist with answering all product-related questions in a polite manner and addressing queries promptly
Growth Banker
FNB Premier/ Mass Affluent
01.2020 - 01.2021
- Implementing initiatives aimed at customer acquisition and retention
- Driving financial growth by discovering and pursuing new business opportunities and maintaining relationships with existing clients
- Developing strategies that augment the bank's market share and collaborating with marketing teams for promotional activities
- Complaints resolution
- Negotiating deals and concluding sales successfully whilst onboarding new clients and selling the value proposition
Secure-Chat Banker
FNB Premier/ Mass Affluent
02.2018 - 01.2020
- Chatting to clients on digital platforms based on individual Service/Sales requests
- Cross selling products across FRG to entrench and retain client relationships
- Assisting frontline bankers with taking calls during peak times
- Facilitate the conversion of knowledge and ideas into new or improved products, processes, and services
- Cultivate and manage objective working relationships with a variety of stakeholders
Branch Advisor FAIS
FNB Moruleng Mall Branch
06.2015 - 01.2018
- Educating customers to the correct Banking platform aligned with their needs
- Performing product demonstrations for customers and staff
- Delivering customer experience excellence and service aligned to Organisational values and standards
- Stay updated on industry trends and product knowledge
- Providing a positive customer experience by being helpful and sensitive to customer transactional needs and expectations
- Building and maintaining strong relationships with clients
Education
Class Of Business Certificates - Investments, Long-term Insurance & Pension Fund benefits
Milpark
01.2022
RE5 Certificate - undefined
FPI
01.2017
BCom Economics Degree - undefined
North-west University
01.2015
Matric Certificate - undefined
J.M Ntsime High School
01.2008
Skills
- Attention to Detail
- Due Diligence
- Excellent Customer Service
- Deadline driven
- CRM
- Process Improvement
- Team Management
- Stakeholder Management
- Market research
- Technical Support
- Stakeholder Engagement
- Relationship Building and Maintenance
- Adaptability
- Strong Analytical Thinking
- Time Management
- Excellent Interpersonal and Communication Skills
- Strategic Planning
- Problem-Solving Skills
- Leadership
- Continuous Improvement
Professionalattributes
- In-depth knowledge of systems and processes within the bank.
- Upholding high ethical standards and honesty.
- Aptitude to solve problems quickly with advanced conflict resolution skills.
- Meticulous attention to detail.
- Outstanding analytical abilities.
Corecompetencies
- Retail
- Sales and customer service
- Deadline driven
- Deep understanding of the Banks products
- Customer-centric mindset
- Analytical and problem-solving skills
- Stakeholder Management
- Financial acumen
Personal Information
Driving License: Code 10
Professionalcapabilities
- Proactive and innovative approach to providing appropriate solutions.
- Effective communication skills to foster positive relationships with clients and stakeholders.
- Identifying and implementing process improvements to drive efficiency and effectiveness.
- Strong analytical skills to interpret data and make informed decisions.
- Proficient in compiling reports that track progress, guide informed business decisions, and contribute to achieving organizational goals.
Timeline
Banking Advisor & Caretaking Private Advisor
FNB Private Wealth
02.2021 - Current
Growth Banker
FNB Premier/ Mass Affluent
01.2020 - 01.2021
Secure-Chat Banker
FNB Premier/ Mass Affluent
02.2018 - 01.2020
Branch Advisor FAIS
FNB Moruleng Mall Branch
06.2015 - 01.2018
RE5 Certificate - undefined
FPI
BCom Economics Degree - undefined
North-west University
Matric Certificate - undefined
J.M Ntsime High School
Class Of Business Certificates - Investments, Long-term Insurance & Pension Fund benefits
Milpark
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