Thato Coleen Malele
Prestige Banking Relationship Manager
Springs
Summary
Experienced Banker that is dedicated to cultivating strategic business opportunities through personalized service tailored to meet the unique needs of each client. Consistently ensuring the protection and growth of client assets. Passionate about building lasting relationships and exceeding expectations to drive mutual success in a dynamic business environment. Committed to delivering exceptional service and innovative solutions that foster long-term partnerships and drive sustainable growth.
Overview
6
6
years of professional experience
17
17
years of post-secondary education
Work History
Prestige Relationship Manager
Standard Bank of South Africa
04.2025 - Current
- Responding to customer inquiries and resolving complaints to establish trust and increase satisfaction.
- Building and maintaining relationships with new and existing clients while providing high level of expertise.
- Maintaining knowledge on banking products and distribution to provide optimal service support.
- Communicating regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Universal Banker
The Standard Bank of South Africa
11.2022 - 03.2025
- Recommending and explaining banking services and products to clients based on their needs
- Managing client bank accounts, including the opening and closing of accounts and overseeing transactions
- Presenting and cross-selling banking services and products to existing and prospective clients
- Resolving client’s queries and performing administrative tasks such as documenting their information and ensuring supporting documents are uploaded as per banking practices
Financial Advisor
Insurance and Wealth Creation Professionals (IWCP)
04.2020 - 01.2021
- A financial advisor with a focus on assisting clients identify their financial goals and offering products/solutions for them to achieve these goals whilst offering the best advice suited to client’s needs which include:
- Performing a comprehensive needs analysis for individual clients
- Identifying areas where a client does not have sufficient cover/savings to accommodate their needs
- Providing appropriate advice and subsequent product solutions to clients to the client’s needs as well as affordability
- Maintaining an ongoing relationship with clients to ensure continued satisfaction
- Keeping up to date with regulatory requirements for representatives such as mandatory product training sessions, Class of Business exams, Fit & Proper declarations etc.
New Business Professional
Prime Meridian Direct
03.2019 - 03.2020
- Short-term insurance sales consultant specialising in comprehensive cover for motor vehicles with responsibilities including but not limited to:
- Managing allocated leads effectively – focussing on a timeous turnaround, efficient sales process, and an exceptional customer experience.
- Establishing, building, and maintaining rapport with prospective and existing clients.
- Maintaining all legislative requirements during sales calls – focussing on the Short-Term Insurance Act requirements.
- Working towards team goals – this would be for both the department, as well as our working teams.
- Working towards personal goals regarding sales and quality assurance, ensuring to maintain high volume as well as high quality sales.
- Attendance of meetings where performance and goal setting were discussed, ensuring participation in the overall strategy for both our short- and medium-term objectives.
Education
Bachelor of Commerce - Financial Accounting, Statistics and Economics
University of Pretoria
RE 5
Moonstone
04.2001 -
Skills
- Proficient in Microsoft Office Suite
- Client support
- Effective verbal communication
- Problem-solving expertise
- Effective time management
- Risk mitigation
Timeline
Prestige Relationship Manager
Standard Bank of South Africa
04.2025 - Current
Universal Banker
The Standard Bank of South Africa
11.2022 - 03.2025
Financial Advisor
Insurance and Wealth Creation Professionals (IWCP)
04.2020 - 01.2021
New Business Professional
Prime Meridian Direct
03.2019 - 03.2020
RE 5
Moonstone
04.2001 -
Bachelor of Commerce - Financial Accounting, Statistics and Economics
University of Pretoria
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