Hi, I’m
Percy Ndhlovu
Sales Consultant / Universal Banker
Tzaneen
Summary
Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Hardworking Banker familiar with setting up new accounts for customers, maintaining security and supporting audits. Excellent organizational, relationship-building and documentation skills. Prepared to offer 5 years of related experience to a challenging position with room for advancement.
Overview
6
years of professional experience
3
years of post-secondary education
Work History
Standard BankTzaneen
Universal Banker
02.2020 - Current
Job overview
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Evaluated client financial positions and identified most appropriate banking products.
- Opened, closed, and updated accounts for customers.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Built and maintained portfolio of loans to meet established goals and objectives.
- Processed customer applications and approved loans in accordance with bank policy.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Generated reports and analysis of customer data to identify trends and potential business opportunities.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Educated customers on features and benefits of banking products and services.
Standard BankPhalaborwa
Universal Banker (Learner)
09.2018 - 01.2020
Job overview
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Processed customer transactions promptly, minimizing wait times.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Standard Bank Financial Consultancy (SBFC)Phalaborwa
Personal Assistant
07.2017 - 08.2018
Job overview
- Maintained appropriate filing of personal and professional documentation.
- Oversaw personal and professional calendars and coordinated appointments for future events.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Attended meetings, took notes and tracked action items.
- Answered phone calls and addressed customer questions and concerns to promote satisfaction and continued business.
Education
Majeje High School, Phalaborwa
High School Diploma
01.2011 - 12.2011
Cornerstone , Online
Certificate from Banking NQF Level 5
10.2018 - 10.2019
Mopani South East Tvet College, Phalaborwa
N4, N5 & N6 from Financial Management
01.2015 - 07.2016
Skills
Account openings
undefinedTimeline
Universal Banker
Standard Bank
02.2020 - Current
Cornerstone
Certificate from Banking NQF Level 5
10.2018 - 10.2019
Universal Banker (Learner)
Standard Bank
09.2018 - 01.2020
Personal Assistant
Standard Bank Financial Consultancy (SBFC)
07.2017 - 08.2018
Mopani South East Tvet College
N4, N5 & N6 from Financial Management
01.2015 - 07.2016
Majeje High School
High School Diploma
01.2011 - 12.2011
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