POTLAKI MONAUNE
NORTHCLIFF JOHANNESBURG
Summary
Accomplished marketing representative bringing 18 years of boosting service, sales experience, with forward-thinking and market-driving approaches.
Possessing a track record of helping to optimise operational processes whilst maximising profit within a challenging, fast paced environment requiring high degree of communication flair and the ability to meet very tight deadlines.
A very good relationship builder
Hardworking
Reliable team member
Can work well independently
Always willing to learn
Natural leader and gifted problem-solver.
Serves customers effectively with attention to detail and hardworking approach.
Seeks out opportunities to go beyond basics, improve processes and increase customer satisfaction and retention.
Works to achieve new results and consistently exceed objectives.
Overview
19
19
years of professional experience
12
12
years of post-secondary education
6
6
Languages
Work History
PORTFOLIO MANAGER(BUSINESS DEVELOPMENT OFFICER)
STANDARD BANK OF SOUTH AFRICA
jOHANNESBURG
12.2014 - 08.2022
- To execute vehicle and asset finance (VAF) sales opportunities within the Dealer channel, in order to achieve the desired targets and build and manage effective relationships.
- This job focuses on portfolio relationship management of a dealer base requiring development and maintenance of strong relationships to ensure VAF obtain their chosen and required share of the dealer business.
- The position augments the overall VAF strategy and critically enhances new business opportunities from previously untapped channels.
- Exceeded goals through effective task prioritization and great work ethic.
- Developed and maintained courteous and effective working relationships.
- Identified issues, analyzed information and provided solutions to problems.
- Conducted research, gathered information from multiple sources and presented results.
WORKPLACE BANKER
STANDARD BANK OF SOUTH AFRICA
JOHANNESBURG, SOWETO
06.2013 - 11.2014
- Coordinated opening and updating of accounts such as current , savings , investments, credit cards and funeral policies.
- Supplied partners with qualified referrals to boost engagement in areas of investments, mortgages and cash management services.
- Engaged customers to uncover needs and suggest related bank products.
- Met with customers to analyze financial needs and capabilities against targeted goals and build customized service packages.
- Offered and closed on loan products to existing and prospective customers.
- Presented confident and professional demeanor to build customers' trust and increase sales.
- Obtained and input customer information to open new accounts, savings plans and purchasing bonds.
- Met sales quotas consistently by discussing bank products with customers.
- Complied with applicable banking laws and regulations, following company's security and operational procedures.
- Served as first point of contact for clients, creating positive first impressions through friendly and expert customer service.
- Developed relationships with customers, suggested suitable bank services and met banking needs.
- Identified mistakes leading to discrepancies in records, taking action to prevent reoccurrence.
- Abided by all operational, regulatory and security standards to promote work accuracy and reduce risk of loss to business.
- Developed and implemented performance improvement strategies and plans to promote continuous improvement.
MOBILE SALES CONSULTANT
STANDARDBANK OF SOUTH AFRICA
VAAL TRIANGLE
10.2010 - 05.2013
- Helped plan and implement special marketing events to bring in new customers and cultivate loyal relationships.
- Arranged items on promotional displays and shelves.
- Connected with customers to offer assistance and promote products.
- Notified customers of new products, prices and special offers.
- Assist with opening of transactional accounts, investments, loans, credit cards, wide range of products offered by the bank.
- Do cold calling, presentations in the local markets for business opportunities
- Alerted supervisors regarding safety and security issues.
- Built visually appealing sales displays based on products sales.
- Employed consultative techniques to understand customers' needs and suggest optimal products and services.
- Welcomed each customer to inquire about needs and manage service expectations.
CUSTOMER SALES CONSULTANT
STANDARD BANK OF SOUTH AFRICA
SASOLBURG
03.2006 - 09.2010
- Assist clients to open transactional accounts, investments, loans, credit cards, funeral plans and other bank offered products
- Educated customers on promotional options, sales policies and methods for obtaining desired results from company offerings.
- Resolved concerns with products or services to help with retention and drive sales.
- Emphasized product specifications to meet customer needs.
- Contacted potential customers to capitalize on sales opportunities.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Maintained high levels of product knowledge and solutions to covert other banks customers into our customers and increase sales
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Set and achieved company defined sales goals.
- Served customers with knowledgeable, friendly support at every stage of interaction
TELLER
STANDARD BANK OF SOUTH AFRICA
SASOLBURG
07.2004 - 06.2006
- Employed excellent money handling abilities to operate and balance cash drawer daily.
- Followed company and regulatory policies to protect customer and bank assets.
- Handled diverse customer needs related to financial products, lines of credit and account features.
- Listened to customers and recognized stated and unstated needs to effectively cross-sell bank products.
- Explained and answered questions related to service policies and account fees.
- Reviewed documents for proper signatures and verified customer identity to process deposits and withdrawals.
- Supported daily branch operations by completing opening and closing duties.
- Presented professional image and communication with co-workers, management and customers.
- Protected assets and security with strong adherence to confidentiality and data management practices.
- Reduced customer wait times by actively engaging, greeting and directing client lobby traffic.
- Updated customer accounts with new balance, payment and transfer information.
- Promoted digital services, educating customers on mobile check deposits, e-statements and online bill pay.
- Issued travelers' checks, cashier's checks and money orders to meet customer requests.
- Monitored customer transactions to detect, address and report signs of fraud.
- Participated in promotional programs to generate new customers and expand relationships with existing customers.
CUSTOMER INFORMATION CONSULTANT
STANDARD BANK OF SOUTH AFRICA
SASOLBURG
09.2003 - 06.2004
- Kept work area organized and clutter-free.
- Supported the smooth movement of customers in and out of branch by helping by directing customers to the queue and assisting completion of deposit and withdrawal slips.
- interacted with customers to identity opportunities for sales and leads.
- Participated in additional training to expand knowledge and skills.
- Supported sales team leads, files every time I have a free and which ultimately help me with products knowledge.
- Utilized downtime to perform routine tasks, preventing service delays.
- Used good organizational skills to manage workload.
MEDIA ASSISTANT
ICC CRICKET WORLD CUP 2003 SOUTH AFRICA
BLOEMFONTEIN
02.2003 - 03.2003
- Accreditations
- Media facilities management
- Assist media to carry equipment and to supply them with refreshments and food during the matches.
- Assist with set up for pre match interviews and postmatch interviews.
- Reviewed promotion pieces for appropriate brand reflection.
- Care for customers
- Occupational health and safety
- Function in a team
- Organise yourself in the workplace
Education
GRADE 12 - MATRICULATION CERTIFICATE
KHORATHUTO HIGH SCHOOL
BOTSHABELO 01.1997 - 12.1997
HIGHER DIPLOMA - COMPUTER AND BUSINESS ADMINISTRATION
STANFORD BUSINESS COLLEGE
BOTSHABELO 01.2000 - 03.2001
SAMTRAC CERTIFICATE - OCCUPATIONAL HEALTH AND SAFETY
NOSA
VANDERBIJLPARK 07.2009 - 08.2009
HEALTH AND SAFETY REPRESENTATIVE - OCCUPATIONAL HEALTH AND SAFETY
SASOL
SASOLBURG 04.2001 -
HAZARD IDENTIFICATION AND RISK ASSESSMENT - OCCUPATIONAL HEALTH AND SAFETY
SASOL
SASOLBURG 01.2009 - 01.2009
INCIDENT INVESTIGATION COURSE - OCCUPATIONAL HEALTH AND SAFETY
SASOL
SASOLBURG 01.2009 - 01.2009
SAFETY MANAGEMENT DIPLOMA - OCCUPATIONAL HEALTH AND SAFETY
VAAL UNIVERSITY OF TECHNOLOGY
VANDERBIJLPARK 01.2013 - Current
Skills
Relationship Builder, Building Trust, Decision, Making Aligning Performance for Success Customer Centricity, Delegating Responsibility, Continuous Learning, Hardworking, Reliable team member, Can work well independently, Always willing to learn,
REFERENCES
MR THOKOZANI PHAKATHI
BUSINESS UNIT MANAGER VEHICLE AND ASSET FINANCE
STANDARD BANK GROUP
CELL: 0672879204
MRS MARIA QUNTANA
HEAD FLEET
NEDFLEET (NEDBANK)
CELL: 083 299 6805
OFFICE: 011 227 3702
MR MOTHUSI DIRE
HEAD DIRECT CHANNEL VEHICLE AND ASSET FINANCE
STANDARD BANK GROUP
CELL NUMBER: 083255 7981
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
PORTFOLIO MANAGER(BUSINESS DEVELOPMENT OFFICER)
STANDARD BANK OF SOUTH AFRICA
12.2014 - 08.2022
WORKPLACE BANKER
STANDARD BANK OF SOUTH AFRICA
06.2013 - 11.2014
SAFETY MANAGEMENT DIPLOMA - OCCUPATIONAL HEALTH AND SAFETY
VAAL UNIVERSITY OF TECHNOLOGY
01.2013 - Current
MOBILE SALES CONSULTANT
STANDARDBANK OF SOUTH AFRICA
10.2010 - 05.2013
SAMTRAC CERTIFICATE - OCCUPATIONAL HEALTH AND SAFETY
NOSA
07.2009 - 08.2009
HAZARD IDENTIFICATION AND RISK ASSESSMENT - OCCUPATIONAL HEALTH AND SAFETY
SASOL
01.2009 - 01.2009
INCIDENT INVESTIGATION COURSE - OCCUPATIONAL HEALTH AND SAFETY
SASOL
01.2009 - 01.2009
CUSTOMER SALES CONSULTANT
STANDARD BANK OF SOUTH AFRICA
03.2006 - 09.2010
TELLER
STANDARD BANK OF SOUTH AFRICA
07.2004 - 06.2006
CUSTOMER INFORMATION CONSULTANT
STANDARD BANK OF SOUTH AFRICA
09.2003 - 06.2004
MEDIA ASSISTANT
ICC CRICKET WORLD CUP 2003 SOUTH AFRICA
02.2003 - 03.2003
HEALTH AND SAFETY REPRESENTATIVE - OCCUPATIONAL HEALTH AND SAFETY
SASOL
04.2001 -
HIGHER DIPLOMA - COMPUTER AND BUSINESS ADMINISTRATION
STANFORD BUSINESS COLLEGE
01.2000 - 03.2001
GRADE 12 - MATRICULATION CERTIFICATE
KHORATHUTO HIGH SCHOOL
01.1997 - 12.1997
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