Takalani Ndala
Team Leader Universal Banker
Germiston
Summary
Highly motivated and strategic manager with over 15 years of experience seeking to leverage leadership skills to drive operational excellence and achieve significant growth for the Team. Passionate about driving excellent client experience, builds strong working relationship and loves travelling.
Overview
16
16
years of professional experience
Work History
Team Leader Universal Banker
5 2023
- Facilitation of team outcomes, which includes driving performance, achieving aspirations and addressing skills gaps
- Develops a high performing team by embedding the bank's performance process, regular performance feedback and coaching
- Help the team understand their contribution to the overall performance through various tactics (including coaching)
- Help the team to adopt and apply the methods designed to assist in serving customer demand
- Motivates team members and ensures that they receive recognition for work well done.
Prestige Banker
04.2018 - 04.2023
- Attend to all relevant interviews pertaining to the customer portfolios, including requests for additional financial services or advice e.g
- Opening of New account, last will and testament, stock and shares, safe custody, guarantees by bank and property guarantees, student loans, and deceased estates
- Conduct profiling calls
- Ensure constant updating of customer lists and that the customers are contacted on a regular basis
- Ensure that customers are loaded to the Prestige Banker's portfolio via the AE (Account Executive) number.
SME (Subject Matter Expert) Client Journey
07.2018 - 03.2021
- Assist Customer Journey Teams in gathering Customer Insights to understand current pain points and unmet needs as well as possible Customer Desires
- Support the Customer Journey Teams in creating test cases for all new MVP's, including testing and signing of new processes in SIT
- Provide the Customer Journey Teams with input with regards to current processes and best practices.
Customer Consultant (Sales)
01.2016 - 04.2018
- Regularly develops opportunities for sales by actively searching for new contacts to expand sales opportunities
- Forges business partnerships with Personal and Business Markets in the branch to leverage the interplay between segments for optimal growth and retention
- Ensures that targets and budgets are met
- Actions confirmation of Employment on Customer Relationship Management
- Ensures that all leads are logged correctly in the presence of the customer and ensures cross selling opportunities are identified
- Identifies and actions opportunities for cross- and up-sell.
Telesales Consultant
06.2012 - 01.2016
- To sell products in the inbound/outbound contact center in accordance with the business needs
- To facilitate the development of customer loyalty through customer management and to consistently portray a professional image
- Monitoring of personal performance relative to contact center productivity, Lead to quote and quote to sale ratios, call to quote ratios and sales made
- Ensure productivity requirements are adhered to.
Enquiries/ Frontline Consultant
01.2007 - 01.2012
- To meet and exceed customers' expectations by providing them with effective and efficient in-branch service that is related to express transactions
- To refer customers to the correct departments or migrate customers to the appropriate channel where necessary
- Understand and manage the associated risks
- To maintain a high-level of integrity and ethical standards in the Branch.
Education
Higher Certificate in Business Management -
Ekurhuleni West Colledge
NQF Level 5 Banking Services Advise - undefined
Damelin
RE05 - Level 1 - undefined
Moonstone
Bcom in Project Management 2nd Year
Mancosa
04.2001 -
Skills
Communication skills
Problem solving skills
Interpersonal & relationship management skills
Working in teams
Persuading & influencing
Works well under pressure
Targets/goal driven
Driverlicense
Yes
Personal Information
- Date of Birth: 06/06/85
- Gender: Female
- Nationality: South African
References
- Mrs Leigh-Ann Vass, Manager Branch, 062 523 6166
- Ms. Pearl Morakile, Manager Prestige Banking, 0724775567/ 0836113153
- Mr. Steven Blom, Manager Client Journey, 0834084078
Timeline
SME (Subject Matter Expert) Client Journey
07.2018 - 03.2021
Prestige Banker
04.2018 - 04.2023
Customer Consultant (Sales)
01.2016 - 04.2018
Telesales Consultant
06.2012 - 01.2016
Enquiries/ Frontline Consultant
01.2007 - 01.2012
Bcom in Project Management 2nd Year
Mancosa
04.2001 -
Team Leader Universal Banker
5 2023
Higher Certificate in Business Management -
Ekurhuleni West Colledge
NQF Level 5 Banking Services Advise - undefined
Damelin
RE05 - Level 1 - undefined
Moonstone
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