BDS
Modima Diremelo
Universal Banker
Pretoria
Summary
At The Standard Bank Of South Africa, I excelled as a Universal Banker, mastering transaction processing and enhancing customer needs assessment. My proactive approach led to significant branch performance improvements and a boost in financial product cross-selling, demonstrating my strong collaboration skills and financial acumen.
Overview
2
2
years of professional experience
4
4
years of post-secondary education
Work History
Universal Banker
The Standard Bank Of South Africa
Pretoria
12.2023 - Current
- To take demand from Personal, Prestige and Private Banking clients for banking matters ranging from product questions to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers what matters to the client within product and legislative (e.g., FAIS) parameters.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Universal Banker Learnership
The Standard Bank Of South Africa
Pretoria
09.2022 - 12.2023
- To take demand from Personal, Prestige and Private Banking clients for banking matters ranging from product questions to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers what matters to the client within product and legislative (e.g., FAIS) parameters.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Education
National Certificate - Banking
Cornerstone Performance Solutions
Johannesburg 09.2022 - 09.2023
Bachelor of Commerce - Financial Science
The University of Pretoria
Hatfield,Pretoria 02.2019 - 01.2022
Skills
Transaction processing
Insurance products
Financial planning
Customer needs assessment
Software
Customer 1st
Timeline
Universal Banker
The Standard Bank Of South Africa
12.2023 - Current
Universal Banker Learnership
The Standard Bank Of South Africa
09.2022 - 12.2023
National Certificate - Banking
Cornerstone Performance Solutions
09.2022 - 09.2023
Bachelor of Commerce - Financial Science
The University of Pretoria
02.2019 - 01.2022
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