Thandoxolo Mavuso
Relationship Manager Private Banking
Cape Town,WC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise. Hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals. Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines. Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Overview
10
10
years of professional experience
Work History
Executive Private Banker
Standard Bank Group
06.2023 - Current
- Developed customized wealth management plans to help clients achieve their financial objectives, including retirement planning and tax-efficient strategies.
- Supported client objectives with detailed financial analyses that informed strategic decisions related to investments, estate planning, insurance needs, philanthropy, and cash flow management.
- Streamlined operational efficiency within the team by implementing process improvements that reduced errors and increased speed of service delivery.
- Enhanced team productivity by mentoring junior bankers on relationship management techniques and product knowledge.
- Optimized clients'' wealth preservation strategies by collaborating closely with estate planning and trust services teams.
- Contributed to the bank''s growth strategy by participating in initiatives aimed at increasing market share among high-net-worth clients.
- Diversified investment offerings for clients by staying current on market trends, regulations, and new products or services.
- Boosted client satisfaction by offering tailored financial advice and investment strategies based on individual goals and risk tolerance.
- Increased loan portfolio size by underwriting credit requests in a timely manner, ensuring adherence to bank guidelines and policies.
Private Banker
Standard Bank Group
05.2021 - 05.2023
- Built strong referral networks with external partners such as attorneys or accountants to bring in new business opportunities.
- Contributed to the bank''s growth strategy by participating in initiatives aimed at increasing market share among high-net-worth clients.
- Diversified investment offerings for clients by staying current on market trends, regulations, and new products or services.
- Developed customized wealth management plans to help clients achieve their financial objectives, including retirement planning and tax-efficient strategies.
Private Banker
Standard Bank Group
12.2020 - 04.2021
- Built strong referral networks with external partners such as attorneys or accountants to bring in new business opportunities.
- Contributed to the bank''s growth strategy by participating in initiatives aimed at increasing market share among high-net-worth clients.
- Diversified investment offerings for clients by staying current on market trends, regulations, and new products or services.
Relationship Banker
Standard Bank Group
09.2020 - 12.2020
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
Team Leader Universal Bankers
Standard Bank Group
02.2020 - 09.2020
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
- Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
- Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
Transactional Banker
Standard Bank Group
05.2018 - 01.2020
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
Branch Team Leader
Standard Bank Group
03.2017 - 04.2018
- Managed recruiting and selection process for branch in addition to participating in selection process for future branch bankers and leaders.
- Resolved escalated customer and associate issues and counseled associates.
- Maintained relationships with business partners to assist customers with complex financial needs.
- Oversaw business transactions and practices to comply with regulations, bank policies, procedures and internal audit requirements.
- Managed daily branch activities, ensuring smooth operations and excellent customer experiences.
Teller
Standard Bank Group
10.2014 - 03.2017
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
Education
Commerce
Milpark Education
Cape Town, South Africa03-2024
Skills
Customer Service
Timeline
Executive Private Banker
Standard Bank Group
06.2023 - Current
Private Banker
Standard Bank Group
05.2021 - 05.2023
Private Banker
Standard Bank Group
12.2020 - 04.2021
Relationship Banker
Standard Bank Group
09.2020 - 12.2020
Team Leader Universal Bankers
Standard Bank Group
02.2020 - 09.2020
Transactional Banker
Standard Bank Group
05.2018 - 01.2020
Branch Team Leader
Standard Bank Group
03.2017 - 04.2018
Teller
Standard Bank Group
10.2014 - 03.2017
Commerce
Milpark Education
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