Omphemetse Mokhaloane
Banking Advisor Private Client
Bloemfontein,FS
Summary
Banking Advisor with a proven track record at First National Bank, excelling in client portfolio profitability and personalized financial solutions. Adept at fostering collaborating with other team members.I consistently enhance client satisfaction and drive portfolio performance through strategic cross-selling and effective communication.
Overview
12
12
years of professional experience
Work History
Banking Advisor Private Client
First National Bank
08.2022 - Current
- Contacted prospective clients to generate new loans, deposits, and business to achieve company production goals.
- Coordinated with various divisions and departments in servicing of routine banking transactions.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Improved branch sales performance by cross-selling various banking products and services.
Branch Advisor
First National Bank
01.2014 - 07.2022
- Developed strong relationships with key business partners, fostering collaboration and improving cross-functional communication.
- Served as a mentor to junior team members, offering guidance on best practices when handling complex customer inquiries or navigating challenging situations within their roles at the bank.
- Assisted in the preparation of monthly and quarterly financial reports, detailing branch performance metrics for review by senior management teams.
- Assisted customers with self-service transactions.
Education
RE5 Certificate - Banking Services
FPI
Bloemfontein, South Africa 04.2001 -
Diploma - Financial Information Systems
Central University of Technology
Bloemfontein, South Africa 04.2001 -
National Higher Certificate - Financial Information System
Central University of Technology
Bloemfontein 04.2001 -
Skills
Banking Advisory
Timeline
Banking Advisor Private Client
First National Bank
08.2022 - Current
Branch Advisor
First National Bank
01.2014 - 07.2022
RE5 Certificate - Banking Services
FPI
04.2001 -
Diploma - Financial Information Systems
Central University of Technology
04.2001 -
National Higher Certificate - Financial Information System
Central University of Technology
04.2001 -