Thumeka Mtshiza
Banking
Pretoria
Overview
9
9
years of professional experience
1
1
year of post-secondary education
Work History
Private Banking Analyst
First National Bank
11.2022 - 09.2023
- Money management and client servicing
- Assisting clients with daily financial needs to simplify banking
- Provide clients with access to a team of product specialists
- Help clients to optimise pricing .
- Establishing and maintaining relationships with new and existing clients, while utilising sales techniques to recognise and match client needs to available products and services, to attain the client portfolio objective.
Premier Banker
First National Bank
05.2019 - 11.2022
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Presented new and additional products and services to existing customers.
- Collected customer information and completed new account forms.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Explained account terms and conditions to customers.
- Monitored accuracy of customer information in system.
- Responded to customer inquiries regarding new accounts and account services.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Educated customers on features and benefits of banking products and services.
- Opened, closed, and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Investment Consultant
African Bank
09.2017 - 05.2019
- Develop current and new clients through ethical sales methods, client satisfaction and service quality.
- Contacted potential clients to pursue sales and gather funds.
- Recommended specific investments to help clients meet financial goals.
- Collaborated with clients to develop customized investment portfolios.
Client Service Centre Financial Planner
Nedbank Financial Planning
03.2017 - 08.2017
- Servicing the banks clients over the phone who have no financial planners.
- Providing holistic financial planning for clients and constantly review and update their financial portfolios to match up with their life changes
- Preparing proper financial needs analysis for the clients as well as record of advice with the information we got from clients when calling them.
Associate Financial Planner
Standard Bank, Standard Bank Financial Consultancy
Pretoria
09.2014 - 08.2016
- Reason for leaving My contract ended with Standard Bank
- Prospecting for new business opportunities in the market and exploring business expansion opportunities with existing clients.
- Analysing and assessing clients current and future needs
- Applying product and service knowledge to meet market needs by providing financial planning advice to clients, as well as the packaging/structuring and tailoring of services and service offerings to close and secure profitable business in a carefully segmented market
- Ensuring that company’s financial services and products are properly promoted in the point of entry.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Established and deepened existing client relationships through complex financial planning.
Education
Moonstone NQF Level 5 Wealth Management Certificate (2015 - Financial Planning And Services
Moonstone
09.2014 - 12.2015
Bachelor of Technology - Financial Information Systems, Financial Management
01.2012 - 1 2013
Financial Information Systems - Accounting And Business Management
Walter Sisulu University
01.2008 - 1 2011
Grade 12 - undefined
Bizana Senior Secondary
Moonstone First level Regulatory Exams (RE5 - Financial Planning And Services
Moonstone
Sandton 09.2014 - 1 2017
Skills
Sales tactics
undefinedAffiliations
Good communication skills (verbal and writing). Knowledge of spreadsheet, word-processing and presentation packages.
Integrity and discretion in dealing with confidential matters and secret.
Able to interact and communicate well at all levels. Ability to compile, draft and present effective complex management reports.
Able to meet strict deadlines, cope with large work workloads and function under pressure.
Ability to correctly analyse and interpret policies, instructions, and regulations.
Accomplishments
- I got warded for a top sales consultant in November 2018 when I was still working with African bank for selling investment products, it was a recognition for my outstanding performance for the Highest Rand Value –Investment sales.
- I was awarded a bi-annual feather award in November 2020 at FNB Premier for a great service that I had provided to the customer.
- I was also awarded a Step-up award in April 2021 at FNB Premier.
Timeline
Private Banking Analyst
First National Bank
11.2022 - 09.2023
Premier Banker
First National Bank
05.2019 - 11.2022
Investment Consultant
African Bank
09.2017 - 05.2019
Client Service Centre Financial Planner
Nedbank Financial Planning
03.2017 - 08.2017
Moonstone NQF Level 5 Wealth Management Certificate (2015 - Financial Planning And Services
Moonstone
09.2014 - 12.2015
Moonstone First level Regulatory Exams (RE5 - Financial Planning And Services
Moonstone
09.2014 - 1 2017
Associate Financial Planner
Standard Bank, Standard Bank Financial Consultancy
09.2014 - 08.2016
Bachelor of Technology - Financial Information Systems, Financial Management
01.2012 - 1 2013
Financial Information Systems - Accounting And Business Management
Walter Sisulu University
01.2008 - 1 2011
Grade 12 - undefined
Bizana Senior Secondary
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