TRICIA KEAMOGETSWE NKOPODI
Banking Advisor
Pretoria
Summary
Results-oriented professional with over 8 years of experience delivering tailored solutions that prioritize client needs over product promotion. Expertise in building and maintaining strong client relationships, ensuring ongoing support and satisfaction. Proven ability to leverage skills effectively to excel in daily responsibilities as a banking advisor, contributing to overall team success and client retention. Committed to fostering a holistic approach that enhances client experiences and drives positive outcomes.
Overview
8
8
years of professional experience
2
2
Certifications
Work History
Banking Advisor
First National Bank
10.2022 - Current
- Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Conducted comprehensive financial reviews to identify clients'' needs and recommend appropriate solutions.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Improved branch sales performance by cross-selling various banking products and services.
- Coordinated with various divisions and departments in servicing of routine banking transactions.
- Contributed to client retention efforts by maintaining a high level of professionalism and exceptional customer support.
- Exceeded individual sales targets consistently, contributing significantly towards overall branch growth.
- Provided guidance on investment options, helping clients make informed decisions to achieve their financial goals.
- Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance.
- Extended and sustained relationships with customers to maintain and grow business.
- Collaborated with team members to achieve branch targets and improve overall performance.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
Branch Consultant
First National Bank
10.2017 - Current
- Applied knowledge of banking products and services to meet customers needs and enable customers to achieve financial goals.
- Targeted and engaged potential customers in market by building relationships and creating value propositions with impact.
- Providing advice, financial products, investments and other banking products.
- Identified prospecting approaches to discover potential customers and create opportunities to sell financial solutions and ideas.
- Networked to identify potential new clients and expand geographic territories.
- Contact prospective customers to present information and explain available services.
- Sell services or equipment, such as trusts, investments, or check processing services.
- Make presentations on financial services to groups to attract new clients.
- Evaluate costs and revenue of agreements to determine continued profitability.
Education
Post Graduate Diploma in Financial Planning - Financial Planning
University of Free State
Bloemfontein, South Africa 04.2001 -
Class of Business -
Milpark
Pretoria, South Africa 04.2001 -
Regulatory Exam - RE5
Moonstone
Pretoria, South Africa 04.2001 -
BCom - Accounting Accountancy
University of Limpopo
Pretoria, Gauteng09.2017
Skills
- Self-driven and innovative
- Good interpersonal and communication skills (verbal & written)
- Decision making
- Ability to work under pressure
- Basic accounting skills
- Computer literacy (introduction to computer, internet and email, social media, spreadsheet, PowerPoint, word processing)
- Financial management
- Problem solving skills
- Coordination and facilitation of skills
- Knowledge of Hogan System, Apollo, Apex and Assistance on Platform
- Product knowledge and pricing related to products
- Understanding of money management principles
- Knowledge of banking and financial services regulatory requirements
- Ability to work independently
- Ability to align clients needs with appropriate products
- Investment strategies
Certification
Computer Literacy
References
-Nelien Dippenaar (Sales and service manager)
Email: NDippenaar@fnb.co.za
Contact: 0791601695
-Katlego Matlou (Sales and service manager)
Email: KMatlou@fnb.co.za
Contact: 0645254216
Accomplishments
- Collaborated with a cross-functional team to develop and implement the People Stream in PB&A, contributing to improved operational efficiency and team alignment.
- Recognized as a top-performing Banking Advisor by consistently delivering accurate, efficient service and exceeding performance expectations.
Timeline
Banking Advisor
First National Bank
10.2022 - Current
Branch Consultant
First National Bank
10.2017 - Current
Post Graduate Diploma in Financial Planning - Financial Planning
University of Free State
04.2001 -
Class of Business -
Milpark
04.2001 -
Regulatory Exam - RE5
Moonstone
04.2001 -
BCom - Accounting Accountancy
University of Limpopo