Nthabiseng Belshia Moleme
Transcational Banker
5a Dover Street Westdene Johannesburg
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Private Banker
Nedbank
Johannesburg
12.2018 - 01.2021
- Developed tailored solutions to meet individual banking needs.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Kept client financial plans optimized for current market trends and economic conditions.
- Highlighted values and educated clients on investments, lending and transaction products.
- Used coordination and planning skills to achieve results according to schedule.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through.
- Ensure effective management of the lead pipeline.
Home Loan Specialist
Nedbank
Johannesburg
04.2016 - 11.2018
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire homeloan process.
- Checked daily reports each morning to identify priorities or issues for escalation to my direct report.
- Received on-going, comprehensive training on home loan products.
- Communicated with originator and applicant concerning progress of loan file.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Communicated acceptance or rejection to applicants via mail, email and telephone
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Explained very technical financial information to applicants in easy to understand language.
- Monitored pipelines to track and log status of loans.
- Compiled closing packages for drafting and presentation accuracy.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Developed prospects for new loans by conducting 20 cold calls weekly.
Mobile Banker
Nedbank
Johannesburg
12.2013 - 03.2016
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Processed customer transactions promptly, minimizing wait times.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Sales Consultant
Nedbank
Johannesburg
11.2010 - 10.2013
- Created detailed sales presentations to communicate product features and market data.
- Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.
- Achieved and sustained consistent revenue streams by regularly servicing accounts and connecting with customers to promote new products.
- Conducted on-site product demonstrations to highlight features, answer customer questions and redirect concerns toward positive aspects.
- Increased profitability and pipeline development by leveraging multiple sales strategies and distribution channels.
- Maintained sense of urgency in answering customer questions and requests through email or voice messaging.
- Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
- Applied knowledge of market and full range of innovative and unique products to meet customer needs, expanding company's customer base.
- Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
Data Capturer
Momentum
Johannesburg
06.2010 - 11.2010
- Entered client information into databases quickly and with minimal errors.
- Built and maintained tracking databases for variety of measuring aspects.
- Gathered and submitted observational information in addition to required data points.
- Scanned documents and saved in database to keep records of essential organizational information.
- Sent completed entries for evaluation and final approval.
- Verified accuracy and validity of data entered in databases
Database Administrator
Alexandra Forbes
Johannesburg
11.2008 - 05.2010
- Administered, supported and monitored databases by proactively resolving database issues and maintaining client's portfolio
- Monthly refunds to the external clients
- Developed and updated databases to handle customer data.
- Monthly settlements sent out to our clients
- Adhered to set schedules to test databases for flaws and reduce downtime.
- Worked with staff to develop and implement procedures to prevent data loss and maximize system availability.
Education
National Diploma - Credit Management
University of Johannesburg
Johannesburg, ZA 02.2004 - 03.2008
Private Pilots License - Aviation
Sun Quest Aviation
Johannesburg 01.2021 - Current
Skills
Goal planning
Cross-selling expertise
Sales expertise
Relationship building
Giving presentations
Certification
RE 1
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Private Pilots License - Aviation
Sun Quest Aviation
01.2021 - Current
Private Banker
Nedbank
12.2018 - 01.2021
Home Loan Specialist
Nedbank
04.2016 - 11.2018
Mobile Banker
Nedbank
12.2013 - 03.2016
RE 1
12-2013
Sales Consultant
Nedbank
11.2010 - 10.2013
Data Capturer
Momentum
06.2010 - 11.2010
Database Administrator
Alexandra Forbes
11.2008 - 05.2010
National Diploma - Credit Management
University of Johannesburg
02.2004 - 03.2008