Nomsa Sylvia Baloyi
Universal Banker
Bronkhorstspruit
Summary
Dynamic financial professional with extensive experience at Standard Bank Group, excelling in client requirement analysis and timely transaction execution. Proven track record in enhancing customer satisfaction and fostering long-term relationships. Adept at developing comprehensive financial plans while demonstrating resilience in challenging situations. Committed to empowering clients through informed financial decisions.
Diligent with robust background in banking. Successfully managed diverse client portfolios and streamlined financial services to enhance customer satisfaction. Demonstrated proficiency in customer relationship management and cross-functional teamwork.
Overview
19
19
years of professional experience
4
4
Languages
Work History
Universal Banker
Standard Bank Group
Bronkhorstspruit
06.2021 - Current
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- 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.
Customer Consultant
Standard Bank Group
Bronkhorstspruit
06.2014 - 06.2021
- Enhanced customer satisfaction by addressing and resolving inquiries promptly and professionally.
- Monitored performance metrics closely, identifying areas for improvement and implementing targeted strategies to achieve desired results.
- Established long-term relationships with clients, fostering trust and loyalty through attentive service and follow-up communications.
- Cultivated a positive work environment that fostered teamwork and collaboration among peers.
Back Office Assistant
Standard Bank Group
Bronkhorstspruit
10.2013 - 06.2014
- Responded to inquiries from callers seeking information.
- Reduced errors in data entry tasks by implementing a double-check system for accuracy.
- Assisted in maintaining accurate financial records through diligent bookkeeping efforts that supported informed decisionmaking.
- Contributed to a positive work environment by facilitating team-building activities and fostering camaraderie among colleagues.
Customer Liaison Officer
Standard Bank Group
Bronkhorstspruit
06.2012 - 10.2013
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Assisted in the development of training materials to improve team members'' understanding of products and services offered by the company.
- Maintained accurate records of all customer interactions, providing valuable insights for future engagements.
- Facilitated open lines of communication between customers and management, promoting transparency within the business relationship.
Financial Advisor
Standard Bank Financial Consultancy - SBFC
Witbank
10.2011 - 10.2012
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Financial Advisor
Liberty Life
Pretoria
06.2009 - 04.2011
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Client Service Consultant
Absa Bank
Pretoria
03.2008 - 09.2008
- Responded to customer concerns with friendly, knowledgeable service, and resolved issues quickly to deliver prompt service.
- Played an instrumental role in orchestrating complex projects that required close collaboration between various departments across the company.
- Provided expert guidance on product features and benefits during client presentations or demos, ultimately securing new business contracts.
- Updated accounts, documents, and reports with efficiency and accuracy.
Cashier and Packer
SPAR Group
Pretoria North
01.2007 - 03.2007
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Education
Graduate Certificate - Advanced Certificate in Leadership
Cornerstone Performance Solutions
Pretoria 05.2001 -
Graduate Certificate - National Certificate in Banking
Cornerstone Performance Solutions
Pretoria 05.2001 -
Certificate - Wealth Management NQF Level 5
PSG Consult
Pretoria 05.2001 -
Graduate Certificate - Certificate in Enterprise Development
Tshwane University of Technology
Pretoria 05.2001 -
High School Diploma -
Cultura High School
Bronkhorstspruit 05.2001 -
Skills
Timely transaction execution
Insurance product knowledge
Client requirement analysis
Long-term financial forecasting
Proficient in organizing tasks
Self-motivated professional
thoroughness in reviewing work
Resilience in challenging situations
Timeline
Universal Banker
Standard Bank Group
06.2021 - Current
Customer Consultant
Standard Bank Group
06.2014 - 06.2021
Back Office Assistant
Standard Bank Group
10.2013 - 06.2014
Customer Liaison Officer
Standard Bank Group
06.2012 - 10.2013
Financial Advisor
Standard Bank Financial Consultancy - SBFC
10.2011 - 10.2012
Financial Advisor
Liberty Life
06.2009 - 04.2011
Client Service Consultant
Absa Bank
03.2008 - 09.2008
Cashier and Packer
SPAR Group
01.2007 - 03.2007
Graduate Certificate - Advanced Certificate in Leadership
Cornerstone Performance Solutions
05.2001 -
Graduate Certificate - National Certificate in Banking
Cornerstone Performance Solutions
05.2001 -
Certificate - Wealth Management NQF Level 5
PSG Consult
05.2001 -
Graduate Certificate - Certificate in Enterprise Development
Tshwane University of Technology
05.2001 -
High School Diploma -
Cultura High School
05.2001 -