Peter Mapuru Seleme
Universal/Transactional Banker
27 Pretoria Street, Johannesburg
Summary
Proven track record in enhancing customer relationships and compliance standards at Standard Bank Group, showcasing expertise in Consumer Banking and exceptional Relationship Management. Spearheaded initiatives to mitigate operational risks, achieving significant improvements in client satisfaction and regulatory adherence. Demonstrates analytical acumen and a commitment to excellence in financial services. 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.
Overview
2
2
years of professional experience
3
3
years of post-secondary education
Work History
Universal/Transactional Banker
Standard Bank Group
04.2024 - Current
- Maintained strict compliance with all banking regulations, ensuring secure and trustworthy environment for clients.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
Financial Advisor
Liberty
11.2023 - 04.2024
- 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 post-retirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs. E.g. Setting 20 appointments per week through prospecting clients.
- Preparing Financial Needs Analysis (FNA) for clients to determine
shortfalls and future reference through risks features and
investments. - Identifying and pursuing potential clients to maintain strong client base.
- Provide financial planning support and solutions to clients and their needs.
SPM Client Service Administrator
First National Bank
11.2022 - 09.2023
- Acted as liaison between clients and company resources, ensuring timely resolutions to complex issues.
- Kept management informed about potential risks or concerns regarding specific client situations.
- Individual and juristic clients Customer Information System profile remediation and ensuring that client's profile and related parties' static data is correct and updated, in relation to recent KYC requirements through IVS and Harness and establish any foreseen risk and client desirability and sanctions.
- Responsible for end-to-end with fulfillment of client instructions, for outstanding KYC requirements and FICA documents and transactional details.
- Ensuring regularly report progress on new BDA account openings and onboarding on internal systems Workpool, Advent, eCube and bank details verification on Appian for monthly withdrawals and recurring client instructions, as well as fees.
- Responsible for performing Ongoing Due Diligence on client profiles, EDD, information refresh and remediation for audit and compliance.
Education
Bachelor of Commerce Honours -
Regent Business School
Johannesburg 03.2022 - 11.2022
Bachelor of Commerce in Accounting -
Damelin
Johannesburg 02.2019 - 12.2020
Diploma in Accounting And Financial Computing -
IIE Rosebank College
Johannesburg, South Africa 02.2017 - 01.2018
Skills
Customer Service
Consumer Banking
Products and Services Knowledge
Know Your Customer
Operational Risk
Analytical Thinking
Customer Service-Oriented
Creative Thinking
Self-motivated nature
Goal Planning
Customer Relationship Management
Team Collaboration
Financial Planning
Employee Motivation
Portfolio Management
Risk Mitigation
Accomplishments
- Interact Boys (Community Service) Merit: 2016
- SAIPA National Accounting Olympiad: 2016
- Class Representative and Student Council sub-committee member:
2017
Additional Information
REFERENCES
Faldelah Toff
First National Bank
073 974 1625, faldelah77@gmail.com
Melany Woods
First National Bank
076 391 7492, melany.woods@fnb.co.za
Leslina Mavasa
Liberty Advisory Support
leslina.mavasa@liblink.co.za
Timeline
Universal/Transactional Banker
Standard Bank Group
04.2024 - Current
Financial Advisor
Liberty
11.2023 - 04.2024
SPM Client Service Administrator
First National Bank
11.2022 - 09.2023
Bachelor of Commerce Honours -
Regent Business School
03.2022 - 11.2022
Bachelor of Commerce in Accounting -
Damelin
02.2019 - 12.2020
Diploma in Accounting And Financial Computing -
IIE Rosebank College
02.2017 - 01.2018
Similar Profiles
Bronwynne MyburghBronwynne Myburgh
Talent Experience Analyst (Hybrid) at Standard Bank GroupTalent Experience Analyst (Hybrid) at Standard Bank Group
LAURELLE PILLAYLAURELLE PILLAY
Global Client Implementation and Service Manager at Standard Bank GroupGlobal Client Implementation and Service Manager at Standard Bank Group
Thembalihle LefokaThembalihle Lefoka
Accounts Management Consultant at Standard Bank GroupAccounts Management Consultant at Standard Bank Group