Shale Makwela
73 Boomvaring Avenue, Glen Marais, Kempton Park
Summary
Results-oriented professional specializing in customer service and financial analysis. Enhanced client satisfaction through effective resolution of complex queries. Demonstrated leadership and problem-solving capabilities with a strong grasp of regulatory compliance and risk assessment. Focused on delivering proactive solutions that drive impactful outcomes.
Overview
17
17
years of professional experience
Work History
Private Service Advisor
First National Bank (FNB)
03.2019 - Current
- Delivered exceptional customer service, enhancing customer satisfaction through proactive solutions.
- Assisted customers with account inquiries and service requests, facilitating prompt resolution of issues.
- Provided information on banking products and services to enhance customer experience.
- Coordinated appointment schedules for financial consultations, ensuring efficient use of advisors' time.
Sales & Service Consultant - DotFNB Nicolway
First National Bank (FNB)
04.2014 - 02.2019
- Advised clients on FNB financial products, enhancing their understanding and decision-making.
- Sold insurance products, addressing customer needs for funeral and life cover.
- Delivered exceptional customer service by providing proactive solutions.
- Resolved account queries, ensuring customer satisfaction and retention.
- Processing credit applications for Overdraft, credit card facilities, personal loans, revolving loan and smart device applications.
- Opening of business cheque, personal cheque, savings and investments accounts.
- Providing efficient and effective administration support to ensure accuracy in the functional area.
- Balanced stock systems daily to ensure accuracy and availability of inventory.
- Acting Team Leader: Daily and monthly reports, handling and resolving complex customer queries.
Branch Manager
Letsatsi Finance & Loans
02.2011 - 02.2015
- Reviewed and approved loan applications to ensure compliance with company policies
- Managed petty cash to ensure accurate financial transactions
- Managed office administration tasks
- Maintained accurate bookkeeping records
- Calculated and prepared agent commissions to facilitate timely payments
- Debt Collection
Junior Bookkeeper
Great North Financial Services
10.2009 - 07.2010
- Managed accounts payable and receivable processes for client transactions.
- Maintained accurate financial records using accounting software tools.
- Assisted in monthly reconciliation of bank statements and ledgers.
- Completed tax returns for clients, ensuring accuracy and regulatory compliance to mitigate potential penalties.
- Prepared financial statements for income tax purposes, facilitating tax clearances and supporting asset financing.
Debtors Clerk Learner
ATIO Corporation (Pty) Ltd
04.2009 - 10.2009
- Executed debt collection efforts to recover outstanding payments effectively.
- Generated and sent invoices and statements to clients in a timely manner.
- Processed and prepared invoices to ensure accurate billing.
- Issued debit notes to clients to rectify account discrepancies.
- Resolved client inquiries promptly to enhance satisfaction levels.
- Organized and maintained filing systems for efficient document retrieval.
Education
Post Graduate Diploma - Accounting Sciences
Unisa
Pretoria03-2026
Risk Management Certificate -
IQ Academy
Online12-2022
B. COM - Accounting
University of Limpopo
Polokwane12-2007
Matric - Accounting
Mountain View Secondary
Polokwane12-2001
Skills
- Financial analysis
- Risk assessment
- Regulatory compliance
- Data analysis
- Time management
- Leadership
- Team collaboration
- Problem solving
- Customer service
- Communication skills
Timeline
Private Service Advisor
First National Bank (FNB)
03.2019 - Current
Sales & Service Consultant - DotFNB Nicolway
First National Bank (FNB)
04.2014 - 02.2019
Branch Manager
Letsatsi Finance & Loans
02.2011 - 02.2015
Junior Bookkeeper
Great North Financial Services
10.2009 - 07.2010
Debtors Clerk Learner
ATIO Corporation (Pty) Ltd
04.2009 - 10.2009
Post Graduate Diploma - Accounting Sciences
Unisa
Risk Management Certificate -
IQ Academy
B. COM - Accounting
University of Limpopo
Matric - Accounting
Mountain View Secondary