Summary
Overview
Work History
Education
Skills
Systemsused
References
Certification
Timeline
Hi, I’m

Refiloe Sithole

FIAS Branch Advisor
Bloemfontein
Refiloe Sithole

Summary

It is my objective to bring value, work smart, learn with the intention of performing beyond the required stipulations, to take the companies values and systems to heart with the intention of performing to my ultimate best. Energetic Sales Representative offering demonstrated success identifying prospects and converting leads into customers. Superior communication skills, understanding of client needs and sales closing rates. Recognized for creativity and resourcefulness in meeting and exceeding sales, revenue, and profit goals.

Overview

9
years of professional experience
4
Certifications

Work History

First National Bank
Trompsburg

Service and Sales Consultant
01.2022 - Current

Job overview

  • Customer satisfaction
  • Selling and reaching targets
  • Servicing customers
  • Providing financial solutions to our customers
  • self development training
  • Opening Personal Accounts
  • Opening of business accounts and cross-selling the value-added products
  • Maintenance of both personal and commercial accounts
  • Selling of different credit products
  • Ensuring correct product placement for the needs of each customer (identifying customers needs)
  • Ensuring customer satisfaction at each sitting
  • Advice and take up of Investment products

Capitec bank
Bloemfontein

Client Service Champion
06.2017 - 02.2018

Job overview

  • Customer satisfaction agent - Client relationship building - Effective queue management - Ensure Correct documentation according to Fica regulationsis provided - Fix technical issues on ATM or escalate - Handle generic complaints - Market electronic bank products - General Housekeeping

Corporate Payroll Institution
Bloemfontein

Payroll Assistant
11.2015 - 06.2016

Job overview

  • Assist Payroll Administrator with any administrative work needed in run
  • Answer queries from clients telephonically and assist with system errors or crashes of Any sort and notify relevant parties
  • Making sure sick leave days are edited or removed to ensure correct payment
  • Any leave taken to be reflected on payroll
  • Administering Back pay
  • Assist with Bank rejection lists -system crashes assist clerks with solving the issue
  • Assist with preparing payslips

Goldrush Slots

Licensing Officer
09.2015 - 11.2015

Job overview

  • In charge of all Administrative needs
  • Daily work using MS Office Suite
  • Compile Weekly and daily Reports capture documents on the system and file into relevant folders
  • Sign in all documents
  • Assist with SARS documents and check validation of CK documents and Liquor Licenses of potential clients
  • Provide company organograms
  • Create Company descriptions create Site Location plans ensure files have the proper zoning papers and title deeds in them check and verify information given in Phd and Chd
  • Complete and File SARS documents on behalf of client
  • Sales briefing with sales team on progress
  • Compile packages for team to take to clients
  • Check compliance status of companies on CIPC

Education

UNISA
Johannesburg

Higher Certificate In Investment Management from Finance

Castle Bridge High school

Matric

University of the Free State
Bloemfontein

B.Soc.Sc from Psychology

Intec College
Online

Diploma Paralegal from Law (Pre-Law)
11.2021

Moonstone Business School of Excellence
Online

Regulatory Examination-RE5 from Banking And Financial Support Services
03.2021

Moonstone Business School of Excellence
Online

Personal Lines- Class of Business from Insurance
04.2021

Skills

BJob knowledge

Systemsused

  • Payspace payroll system
  • Workflow dave
  • BAS
  • Hogan
  • Face to face
  • Apex
  • Fenix
  • Microsoft365 office suite

References

  • Lerato Musa, Admin, Goldrush Slots (Northern Cape), 0538130900
  • Keamo Makatu, Payroll Administrator, Corporate Payroll Institution, 0818397143
  • Siphosethu Zulu, Branch Manager, Capitec bank, 0860102043
  • Nthabeleng Makatu, Regional Technical Manager, Goldrush Slots, 0799975383
  • Azelle Plaatjies, Supervisor, 0840339871

Certification

Regulatory Exam level 5

Timeline

Investment abd Portfolio Management

07-2024

First Aid level 1 training

08-2022

Service and Sales Consultant

First National Bank
01.2022 - Current

Regulatory Exam level 5

05-2021

Short-term Personal lines Insurance

05-2021

Client Service Champion

Capitec bank
06.2017 - 02.2018

Payroll Assistant

Corporate Payroll Institution
11.2015 - 06.2016

Licensing Officer

Goldrush Slots
09.2015 - 11.2015

UNISA

Higher Certificate In Investment Management from Finance

Castle Bridge High school

Matric
04.2010

University of the Free State

B.Soc.Sc from Psychology

Intec College

Diploma Paralegal from Law (Pre-Law)
04.2020

Moonstone Business School of Excellence

Regulatory Examination-RE5 from Banking And Financial Support Services
04.2021

Moonstone Business School of Excellence

Personal Lines- Class of Business from Insurance
04.2021
Refiloe SitholeFIAS Branch Advisor