UNIVERSAL BANKER LEVEL1, FAIS ACCREDITED REGISTERED BANK REPRESENTATIVE
1 Heather Road, Roodekop
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
15
15
years of professional experience
Work History
Universal Banking Level1
Universal Banking
No 5 Simmonds Street, Johannesburg (Remote)
01.2018 - Current
Core Skills: Transactional banking, Card division, Home loans, Vehicle and Asset Finance, lending and investments, complaints and lost cards Risk
Exposed to wealth and Investments overflow
Resolved complex account issues by liaising with relevant departments, ensuring timely resolution for customer satisfaction.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
Maintained high levels of confidentiality while handling sensitive customer information during transactions.
Collaborated with team members to improve branch performance and achieve sales targets.
Identified fraudulent activities promptly, safeguarding both customer assets and the bank''s reputation for security.
Promoted digital banking tools to customers, leading to increased adoption rates among account holders.
Exceeded sales-referral goals through cross-selling banking products and services.
Assisted customers with opening new accounts, providing expert knowledge on available options.
Provided exceptional customer service, resulting in a higher retention rate and increased referrals from satisfied clients.
Cultivated strong relationships with customers through attentive listening and tailored financial advice based on individual needs.
Buddy Mentor/Training and Facilitation
Standard Bank
01.2016 - 12.2017
Adapted mentorship style based on individual mentee needs, enabling tailored interventions that drove better results than one-size-fits-all approaches.
Offered constructive feedback on mentee progress, enabling them to refine their skills and enhance their potential.
Enhanced mentee performance by providing personalized guidance and support.
Provided guidance and recommended coping mechanisms for youth dealing with difficult issues.
Assisted mentees in setting achievable goals and creating realistic action plans for personal and professional growth.
Developed trust-based relationships with mentees through active listening and empathetic communication.
Regularly assessed progress and provided feedback to support continued development.
Promoted positive relationships between mentees and other peers and adults to encourage social resilience and connection.
Coordinated with other professionals involved in the mentoring process to ensure seamless support for each participant''s journey toward success.
Served as role model for mentees by demonstrating strong values and ethical standards.
General Banking Consultant
Standard Bank
No 5 Simmonds Street Johannesburg
01.2014 - 12.2016
Mentored junior consultants, improving team performance and cultivating a positive work environment.
Identified potential risks, implementing proactive strategies for risk mitigation and management.
Educated customers on features and benefits of banking products and services.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Customer Care Services
Standard Bank
01.2012 - 12.2014
Handled difficult situations calmly, maintaining professionalism at all times.
Managed high call volumes with exceptional time management and multitasking skills.
Improved customer satisfaction by promptly addressing inquiries and resolving issues.
Consistently met or exceeded performance metrics, contributing to the success of the department as a whole.
Collaborated with team members to meet departmental goals and improve overall performance.
Actively participated in weekly meetings and provided valuable input towards improving overall operations.
Contributed to team efforts in exceeding monthly sales targets through upselling products and services when appropriate.
Marketing Consultant
Fifa-world-cup 2010
Bloemfontein, South Africa
06.2010 - 07.2010
Executed marketing programs and planned events to attract qualified leads.
Increased brand awareness by developing and executing targeted marketing campaigns.
Achieved client vision and marketing objectives by collaborating with various departments.
Education
Matric Certificate -
Thokoza High School
12-2006
Moonstone RE5 Certificate -
Moonstone
Johannesbrug
10-2019
Bachelor of Business Administration -
MANCOSA
01.2023 - 01.2025
NQF 5 Banking Certificate -
Cornestone
04.2001 -
Skills
Transactional banking
Card division
Home loans
Vehicle and Asset Finance
lending and investments
complaints and lost cards Risk
wealth and Investments overflow
Financial transactions accuracy
Accomplishments
Registered SBSA FAIS Representative.
Banker Rating: Setting example Achieved, 01/01/19 - 12/31/23
Assistant Relationship Manager at Societe Generale, Global Transactional BankingAssistant Relationship Manager at Societe Generale, Global Transactional Banking