Tebogo Moholo
Acquisition Private Banker
Cape Town
Summary
Customer-obsessed and goal-driven professional with extensive experience in banking, customer retention, and data management. Proven track record in solving complex problems, enhancing digital customer experiences, and fostering collaborative environments. Skilled in leveraging data and insights for strategic improvements and risk management.
Overview
9
9
years of professional experience
9
9
years of post-secondary education
5
5
Certifications
Work History
Acquisition Private Banker
Investec Bank Ltd.
11.2022 - Current
- Managed vanilla lending deals including vehicle loans, secured/unsecured loans, and home loans
- Achieved 150% of the Treasury book growth target
- Handled Forex and Basel Ratings responsibilities
- Maintained and built stakeholder relationships
- Oversaw client user journey and data quality, risk identification, and analytics.
Retention & Re-Activation Specialist
Yoco Technologies (PTY)
12.2021 - 09.2022
- Developed expertise in Yoco's customer retention model
- Engaged with merchants to improve product/service offerings based on feedback
- Analyzed customer behavior to drive retention strategies and achieve performance goals
- Used data insights for client challenge identification and lifecycle management.
Complaint Specialist
Investec Bank Ltd.
01.2019 - 11.2021
- Investigated and resolved customer complaints with relevant teams
- Ensured legal and ethical compliance while meeting business goals
- Identified and managed compliance risks and high-risk areas through complaints analysis
- Contributed to customer experience improvements and digital engagement.
Client Support Banker
Investec Bank Ltd.
10.2016 - 12.2018
- Mentored new bankers and identified areas for product and service improvement
- Provided support and education on products and processes
- Established and maintained stakeholder relationships and communicated digital enhancements.
Data Administrator
Wits Health Consortium
06.2015 - 09.2016
- Generated and analyzed data reports; managed data cleaning activities
- Oversaw a team of data capturers and handled training and error resolution.
Education
Bridging Programme in Finance -
University of Johannesburg (UJ)
Johannesburg, South AfricaDiploma in Accountancy -
University of Johannesburg (UJ)
Johannesburg, South Africa 01.2012 - 12.2015
Matric -
Northview High School
Johannesburg, South Africa 01.2005 - 12.2009
Skills
MS Office (Excel, Word, PowerPoint)
Power BI
LOOKER
Slack
Salesforce
Enterprise Risk Management
Operational Risk Management
Risk Analysis
Data Privacy
Vulnerability Assessment
Natterbox
Certification
Business Risk Management, University of Cape Town (UCT Online – GetSmarter), 2024
References
References available upon request
Timeline
Acquisition Private Banker
Investec Bank Ltd.
11.2022 - Current
Retention & Re-Activation Specialist
Yoco Technologies (PTY)
12.2021 - 09.2022
Complaint Specialist
Investec Bank Ltd.
01.2019 - 11.2021
Client Support Banker
Investec Bank Ltd.
10.2016 - 12.2018
Data Administrator
Wits Health Consortium
06.2015 - 09.2016
Diploma in Accountancy -
University of Johannesburg (UJ)
01.2012 - 12.2015
Matric -
Northview High School
01.2005 - 12.2009
Bridging Programme in Finance -
University of Johannesburg (UJ)
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