THALITA MONEHI
Gauteng
Summary
My primary objective is to leverage my diverse skill set and experience to secure a challenging role where I can contribute positively to organizational growth and success. I aim to utilize my sales consulting, banking, and business development expertise to drive revenue generation, enhance customer relationships, and achieve strategic objectives. Additionally, I am eager to continue my professional development and contribute to a dynamic team environment.
Energetic and results-driven professional with a diverse background in sales, banking, business development, and administrative support. Possessing an RE5 qualification and a Higher Certificate in Safety Management, I have demonstrated expertise in sales consulting, financial advisory, and administrative assistance. Currently my contract with empower financial services has expired and I am actively seeking new opportunities and am available immediately. Committed to delivering exceptional results and driving organizational success, I bring a combination of strategic thinking, customer-centric approach, and strong interpersonal skills to any role.
Overview
12
12
years of professional experience
Work History
Financial Wellness Consultant
Empower financial services
Midrand
01.2025 - 05.2025
- Conducted Financial assessments of clients
- Guide clients on how to improve their present Financial position with our right track programme
- Presentations in public sectors
- Educating clients with affordable insurance packages and the importance of credit score
- Educating clients about debt counseling
- Organized presentations with stakeholders
- Educating clients to understand their payslip deductions
- Maintained accurate records of all client interactions using an electronic database system.
- Responded promptly and professionally to customer inquiries via email or telephone.
Customer Service Specialist (US Campaign)
Afrishore BPO
Bryanston
09.2023 - 12.2024
- Assisted customers with account maintenance such as resetting passwords and updating contact information.
- Provided excellent customer service by responding to inquiries and resolving complaints in a timely manner.
- Generated reports on customer feedback, trends, and other metrics for management review.
- Capturing and processing payments
- Updating and changing payment methods
- Checking missed payments and follow up with clients
- Followed up with customers after transactions to ensure satisfaction levels were met.
- Developed strategies for improving customer service processes based on feedback from customers and team members.
- Maintained a high level of professionalism while interacting with customers via phone or email.
- Investigated escalated customer complaints utilizing problem-solving skills to identify root causes of issues.
- Maintained up-to-date knowledge of product features and benefits.
- Responded to customer emails with accurate product and service information.
- Researched complex issues raised by customers, identified solutions, and provided timely responses.
- Documented customer correspondence in CRM to track requests, problems, and solutions.
- Addressed customer questions and concerns regarding products and services.
- Trained new hires on products and services, best practices, and protocols to reduce process gaps.
Administrative Assistant
Giant Experts Petroleum
Pretoria
06.2023 - 08.2023
- Office Management: Oversee the day-to-day operations of the office, including managing schedules, coordinating meetings, and handling incoming and outgoing correspondence.
- Document Management: Maintain and organize physical and electronic files, records, and documents. Ensure accuracy, completeness, and confidentiality of information.
- Communication: Serve as a point of contact for internal and external stakeholders, including clients, vendors, and employees. Answer phone calls, respond to emails, and relay messages promptly and professionally.
- Data Entry and Reporting: Enter data into databases, spreadsheets, and other systems accurately and efficiently. Prepare reports, presentations, and documents as requested by management.
- Calendar Management: Manage calendars for executives and team members, scheduling appointments, meetings, and travel arrangements as needed.
- Travel Coordination: Assist with making travel arrangements, including booking flights, hotels, and transportation for employees. Prepare travel itineraries and ensure compliance with travel policies.
- Meeting Support: Coordinate logistics for meetings and events, including arranging catering, setting up conference rooms, and distributing materials. Take meeting minutes and follow up on action items as necessary.
Financial Advisor:External Sales &outbound Sales)
Imas Finance
Pretoria
04.2021 - 02.2023
- Financial Planning: Provide personalized financial advice and planning services to individuals or businesses. This may include budgeting, investment planning, retirement planning, tax planning, and estate planning.
- Financial Analysis: Analyze financial data, statements, and market trends to provide insights and recommendations to clients. This involves assessing financial health, identifying areas for improvement, and developing strategies to achieve financial goals.
- Client Relationship Management: Build and maintain relationships with clients, understanding their needs, goals, and preferences. Offer ongoing support, guidance, and updates to ensure client satisfaction and loyalty.
- Business Development: Identify and pursue opportunities to grow the client base and expand the reach of IMAS Finance services. This may involve networking, attending events, and marketing initiatives to attract new clients and partnerships.
- Education and Training: Conduct workshops, seminars, or one-on-one sessions to educate clients and the community about financial literacy, investment strategies, and best practices for financial management.
- Market Research: Stay informed about industry trends, regulations, and competitive landscape. Conduct market research to identify potential areas for growth or specialization within the financial services sector.
- Compliance and Ethics: Ensure compliance with relevant financial regulations and ethical standards. Uphold integrity, transparency, and confidentiality in all interactions and transactions with clients.
Group Brand Ambassador Learner
Imas Finance
Pretoria
06.2022 - 02.2023
- Communicated regularly with team members regarding progress updates on projects.
- Coordinated with internal teams to ensure all tasks related to brand ambassador duties were completed accurately
- Managed relationships with vendors involved in promotional activities
- Ensuring the implementation of marketing plans within employer partners
- Create industry awareness and unlock business opportunities
- Assist with lead generation strategies
- Organize, prepare and execute wellness days,financial awareness training and presentations
- Maintain and update client's data on CRM
Bank Consultant
Absa Bank
04.2017 - 06.2020
- Customer Service: Provide excellent customer service to clients by addressing inquiries, resolving issues, and offering personalized banking solutions. Assist clients with account inquiries, transactions, and product information.
- Financial Advisory: Assess clients' financial needs and goals and recommend suitable banking products and services to meet their requirements. Provide guidance on savings accounts, investment options, loans, and credit cards.
- Sales and Business Development: Promote and sell banking products and services to new and existing clients. Meet sales targets and revenue goals through proactive client engagement and relationship building.
- Account Management: Manage client accounts and relationships to ensure satisfaction and retention. Monitor account activity, identify opportunities for cross-selling or upselling, and address any account-related issues or concerns.
- Credit Analysis: Evaluate loan applications and assess clients' creditworthiness based on financial statements, credit reports, and other relevant information. Recommend appropriate loan products and terms, adhering to risk management policies and regulatory requirements.
- Compliance and Risk Management: Ensure compliance with banking regulations, policies, and procedures. Adhere to anti-money laundering (AML) and Know Your Customer (KYC) requirements when opening accounts and processing transactions.
Sales Consultant /2IC
African Bank
11.2013 - 03.2017
- Sales Generation: Actively engage with customers to identify their financial needs and promote African Bank's products and services. Utilize effective sales techniques to meet or exceed sales targets and revenue goals.
- Customer Relationship Management: Build and maintain strong relationships with clients by providing personalized financial solutions, addressing inquiries, and resolving issues promptly and effectively. Follow up with customers to ensure satisfaction and loyalty.
- Team Leadership: Support the branch manager in leading and managing the sales team to achieve performance objectives. Provide guidance, coaching, and mentorship to sales consultants to enhance their sales skills and customer service abilities.
- Operational Support: Assist with day-to-day branch operations, including opening and closing procedures, cash handling, and compliance with banking policies and procedures. Ensure adherence to regulatory requirements and internal controls.
- Product Knowledge: Stay informed about African Bank's products, services, and promotions. Educate customers and team members on the features, benefits, and terms of various banking products, including loans, savings accounts, insurance, and investment options.
- Credit Assessment: Evaluate loan applications and assess clients' creditworthiness based on financial statements, credit reports, and affordability assessments. Make informed lending decisions and recommend suitable loan products and terms.
Education
RE5 -
Moonstone
01.2016
Higher Certificate - Safety Management
University of South Africa
01.2014
National Senior Certificate -
Tebogwane High School
01.2005
Skills
- Team collaboration
- Financial Advisory
- Administrative Support
- Business Development
- Customer Relationship Management
- Team Leadership
- Compliance and Risk Management
- Adaptability and Resilience
- Problem-Solving
- Continuous Learning
- Financial assessment
- Client education
- Credit analysis
- Data management
- Presentation skills
- Customer service
- Sales strategies
- Effective communication
Disclaimer
I hereby give my consent to keep my CV and contact me for any future opportunities in your organization.
References
Will be provided on request.
Personal Information
Gender: Female
Languages
English
Beginner
A1
Timeline
Financial Wellness Consultant
Empower financial services
01.2025 - 05.2025
Customer Service Specialist (US Campaign)
Afrishore BPO
09.2023 - 12.2024
Administrative Assistant
Giant Experts Petroleum
06.2023 - 08.2023
Group Brand Ambassador Learner
Imas Finance
06.2022 - 02.2023
Financial Advisor:External Sales &outbound Sales)
Imas Finance
04.2021 - 02.2023
Bank Consultant
Absa Bank
04.2017 - 06.2020
Sales Consultant /2IC
African Bank
11.2013 - 03.2017
RE5 -
Moonstone
Higher Certificate - Safety Management
University of South Africa
National Senior Certificate -
Tebogwane High School