REFILWE GIVEN MOSWEU
Albertsdal
Summary
Dedicated and ambitious professional committed to achieving goals through hard work and self-motivation. Known for thriving under pressure while maintaining accuracy and quality in all deliverables. A strong team player with exceptional time management skills, consistently meeting deadlines and contributing positively to group dynamics. Seeking opportunities that foster career advancement and allow for the practical application of skills and knowledge in a supportive environment conducive to personal and professional growth.
Experienced with financial service operations and client relations. Utilizes effective communication and organizational skills to manage banking transactions and client inquiries. Knowledge of regulatory compliance and banking protocols ensures reliable and accurate service delivery.
Overview
10
10
years of professional experience
Work History
Universal Banker Level 1 (Transactional Sales)
Standard Bank of SA
06.2025 - Current
- Manage the risks associated with new accounts, mandates and specimen signatures by adhering to risk and compliance requirements.
- Disclose to customers that I am working under supervision along with other relevant FAIS disclosures and ensure business.
- Open new accounts (including on-boarding), transfers, amends and closes accounts according to laid down procedures and regulatory requirements.
- Refer matters outside scoring criteria, with the appropriate information, to the Credit Evaluation Manager for further investigation.
- Analyse data and information in order to develop and apply self-correction action within scope, to enable constant fulfillment of customer demand.
- Understand the risks associated with the customer demand and adhere to all risk and compliance requirements when executing on the demand.
Universal Banker Level 1 (Secured banking, transactional, card and risk)
Standard Bank of SA
06.2024 - 05.2025
- Takes customer demand to understand what matters to customers.
- Assists with customer escalations, complaints and queries.
- Accurately captures, updates or amends customer data.
- Drives customer service excellence to add value and contribute to the overall profitability of the bank.
- Understands the risks associated with the customer and adheres to all risk and compliance requirements when executing on demand.
- Attends to customer demands
- Ensure that customers complaints are resolved effectively within the prescribed timelines.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
Universal Banker Designate (Home loan and vehicle asset finance)
Standard Bank of SA
05.2022 - 05.2024
- Takes customer demand to understand what matters to customers.
- Assists with customer escalations, complaints and queries.
- Accurately captures, updates or amends customer data.
- Drives customer service excellence to add value and contribute to the overall profitability of the bank.
- Understands the risks associated with the customer and adheres to all risk and compliance requirements when executing on demand.
- Attends to customer demands
- Ensure that customers complaints are resolved effectively within the prescribed timelines.
Bank better Champion
Capitec Bank
02.2020 - 03.2022
- Discovering Client’s Secondary needs and Selling products to clients.
- Ensuring the correct client documentation is available.
- Addressing client flow problems promptly.
- Welcome the clients and coordinate the branch flow through efficient queue functioning.
- Assisting clients completing transactions remotely and on Self-service terminals including ATM.
Director
Filoza Training and Projects
12.2015 - 03.2020
- Developing and executing business strategies to achieve short and long-term goals.
- Reporting to the board, providing market insights and strategic advice.
- Developing and implementing business plans to improve cost-efficiency.
- Maintaining positive and trust-based relations with business partners, shareholders, and authorities.
- Supervising, guiding, and delegating executives in their duties.
Secretary
SAIPA Sedibeng District Committee
06.2018 - 01.2019
- Answer phone calls and redirect them when necessary.
- Manage the daily/weekly/monthly agenda and arrange new meetings and appointments.
- Prepare and disseminate correspondence, memos and forms.
- File and update contact information of employees, customers, suppliers and external partners.
- Check frequently the levels of office supplies and place appropriate orders.
- Maintained daily report documents, memos and invoices.
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
Accounting Intern
Castello Boerdery
06.2016 - 07.2016
- Shadowing members of the Accounting department as they perform their duties.
- Assisting with research, filling, data entry and recording and maintaining accurate and complete financial records.
- Preparing financial reports, such as balance sheets and income statements, invoices, and other documents.
- Working with bookkeeping software.
- Handling sensitive or confidential information with honesty and integrity.
Education
Postgraduate Diploma - Management
North West University
Potchefstroom, South Africa01.2022
BCom - financial Accounting
North West University
Vanderbijlpark, South Africa01.2020
National Diploma - Business Management
Sedibeng College
Sebokeng, South Africa01.2015
National Senior Certificate - Matric
HTS Carel De Wet
Vanderbijlpark, South Africa01.2011
Skills
- Effective team collaboration
- Comprehensive understanding of products
- Receptive to feedback
- Effective listening skills
- Flexible problem-solving
- Generating results
- Decision-making skills
- Professional development
- Effective communication
- Proficient in digital tools
- Evaluating information
- Effective written communication
References
- Dille, Moloi, Universal Banker, dille.moloi@standardbank.co.za, bokamoso03@icloud.com, 0786524925, Standard Bank of SA
- Marina, Fourie, Junior Accountant, 0182973706, 3887, Castello Boerdery
- Palesa, Molefe, Service Consultant, paliepaliechrissie@gmail.com, 0666042928, 0824093232, 0618042295, Capitec Bank
- Pitso, Zwane, Accountant, 0731273861, National Treasury
Declaration
I hereby, give my consent to keep my CV and contact me for any future opportunities in your organization.
Timeline
Universal Banker Level 1 (Transactional Sales)
Standard Bank of SA
06.2025 - Current
Universal Banker Level 1 (Secured banking, transactional, card and risk)
Standard Bank of SA
06.2024 - 05.2025
Universal Banker Designate (Home loan and vehicle asset finance)
Standard Bank of SA
05.2022 - 05.2024
Bank better Champion
Capitec Bank
02.2020 - 03.2022
Secretary
SAIPA Sedibeng District Committee
06.2018 - 01.2019
Accounting Intern
Castello Boerdery
06.2016 - 07.2016
Director
Filoza Training and Projects
12.2015 - 03.2020
Postgraduate Diploma - Management
North West University
BCom - financial Accounting
North West University
National Diploma - Business Management
Sedibeng College
National Senior Certificate - Matric
HTS Carel De Wet
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