Dynamic financial professional with a proven track record at Standard Bank, excelling in customer service and financial planning. Skilled in loan origination and investment strategies, I foster strong client relationships and consistently meet sales goals, enhancing client satisfaction and retention through tailored solutions and effective communication.
Hi, I’m
TEBOGO TRESIA PHUKUBJE
Universal Banker
Tshwane ,GP
Summary
Overview
3
Languages
13
years of professional experience
Work History
Standard Bank
Universal Banker
08.2024 - Current
Job overview
- Assisted customers with account inquiries and transactions, ensuring a positive banking experience.
- Processed loan applications and financial products, maintaining accuracy and compliance with regulations.
- Collaborated with team members to enhance service delivery and streamline operational processes.
- Educated clients on digital banking tools, promoting self-service options for convenience.
Momentum Metropolitan
Financial Advisor
09.2021 - 03.2023
Job overview
- Developed tailored financial plans to meet clients' unique goals and risk tolerance.
- Conducted comprehensive market analysis to identify investment opportunities for client portfolios.
- Advised clients on asset allocation strategies aligned with long-term financial objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Facilitated client meetings to review performance metrics and adjust financial strategies accordingly.
- Built strong relationships with clients, enhancing trust and promoting customer retention initiatives.
Old Mutual
Financial Advisor
02.2014 - 08.2021
Job overview
- Analyzed client financial needs to provide tailored investment strategies.
- Developed comprehensive financial plans aligned with client goals and risk tolerance.
- Managed client portfolios, ensuring adherence to compliance regulations and industry standards.
- Conducted regular market research to identify emerging trends and opportunities for clients.
- Collaborated with cross-functional teams to enhance service delivery and client satisfaction.
- Educated clients on financial products, fostering informed decision-making and long-term planning.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
GET ON Skills Development Pretoria
CALL CENTRE COURSE from Responding To Queries & Providing Info,Call Desk S
12-2023
University Overview
NEDBANK FINANCIAL EDUCATION Pretoria
Consumer Financial Education from Personal Budgeting, Banking Products And Service W
09-2023
University Overview
Milpark Education Johannesburg
NQF Level 4 (120 Fais Credit) from Financial Products
12-2020
University Overview
FSP ACADEMY JOHANNESBURG
COB: 3 Long Term Insurance & COB:7 Investments from Class of Business
09-2019
University Overview
FINANCIAL PLANNIG INSTITUTIONS Johannesburg
RE5 from Financial Planning
07-2017
University Overview
KGAKGATHU HIGH SCHOOL POLOKWANE
GRADE 12 from MATRIC
12-2004
University Overview
Skills
Branch operations
Transaction processing
Payment processing
Performance tracking
Document preparation
Investment strategies
Insurance products
Credit analysis
Customer service
Account openings
New account setup
Developing customer relationships
Team collaboration
Cross-selling expertise
Meeting sales goals
Know your customer
Loan closing
Certificate of Achievement
Certificate of Achievement
I have been awarded Certificate of Achievement of Top Loyalty Sales in Sunnyside Branch
References
References
Mr Oltman Allers
Email: Oltman.allers@standardbank.co.za
Contact: 072 265 2720
Mr Kholofelo Maphanga
Email- kholofelo.maphanga2@standardbank.co.za
Contact : 078 458 9327
Timeline
Universal Banker
Standard Bank
08.2024 - Current
Financial Advisor
Momentum Metropolitan
09.2021 - 03.2023
Financial Advisor
Old Mutual
02.2014 - 08.2021
GET ON Skills Development
CALL CENTRE COURSE from Responding To Queries & Providing Info,Call Desk S
NEDBANK FINANCIAL EDUCATION
Consumer Financial Education from Personal Budgeting, Banking Products And Service W
Milpark Education
NQF Level 4 (120 Fais Credit) from Financial Products
FSP ACADEMY
COB: 3 Long Term Insurance & COB:7 Investments from Class of Business
FINANCIAL PLANNIG INSTITUTIONS
RE5 from Financial Planning
KGAKGATHU HIGH SCHOOL
GRADE 12 from MATRIC