Thabang Mona
Branch Advisor
Summary
Seasoned financial services professional with over a decade of experience in client advisory, sales strategy, and relationship management within FNB. Skilled at delivering tailored financial solutions to high-net-worth and business clients, resolving complex service issues, and driving sustainable growth, customer retention and loyalty. Recognized for leading by example and consistently exceeding performance targets. Now seeking to transition into a Banking Advisor role, leveraging deep product knowledge, strategic networking, and a passion for enabling client success.
Overview
13
13
years of professional experience
Work History
Branch Advisor
FNB Melrose Arch
04.2024 - Current
- Provide advice and guidance to clients to assist them in meeting financial needs.
- Fostered long-term client relationships through proactive advisory and service excellence.
- Streamlined interdepartmental collaboration to improve turnaround times for complaints and queries to meet and exceed clients' expectations.
- Share product knowledge and best practices across teams to support performance growth.
- Created sales pipelines for future sales and customer base growth.
- Explored smarter and faster ways to get things done within set rules and processes.
Branch Advisor
FNB Rosebank
05.2018 - 03.2024
- Delivered on contracted performance objectives and consistently exceed expectations
- Encouraged digital banking adoption through proactive client education.
- Strengthening client relationships through personalized service and follow-up.
- Help the business grow by meeting financial targets and giving great service.
Branch Consultant
FNB Killarney Mall
01.2013 - 04.2018
- Delivered accurate and efficient frontline banking services and account opening and support.
- Developed strong communication and service skills through daily client interaction.
- Explored ways to bring in new clients and grow existing customer base.
- Understand and promote FNB’s financial products and services
Education
RE5 FAIS Accreditation -
Moonstone
JohannesburgAdvanced Certificate - Financial Planning
Milpark Education
Johannesburg07-2025
BCom Honours - Business Management
UNISA
Johannesburg04-2017
BCom - Investment Management
University of Pretoria
Pretoria12-2011
Senior Certificate - Grade 12
Hoërskool Noorderland
Polokwane12-2007
Skills
- Sales strategy
- Cross-selling
- Complaints Resolution
Compliance awareness
Excellent work ethic
Relationship building and management
Timeline
Branch Advisor
FNB Melrose Arch
04.2024 - Current
Branch Advisor
FNB Rosebank
05.2018 - 03.2024
Branch Consultant
FNB Killarney Mall
01.2013 - 04.2018
RE5 FAIS Accreditation -
Moonstone
Advanced Certificate - Financial Planning
Milpark Education
BCom Honours - Business Management
UNISA
BCom - Investment Management
University of Pretoria
Senior Certificate - Grade 12
Hoërskool Noorderland
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