Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Additional Information
Timeline
Generic

Tshegofatso Sonia Makgetla

Summary

Dynamic Banking Advisor with extensive experience at First National Bank, excelling in bespoke financial advisory for high-net-worth clients. Proven expertise in strategic planning and operations management, driving client satisfaction and optimizing investment decisions. Adept at leveraging digital banking solutions while fostering strong interpersonal relationships to enhance service delivery.

Overview

14
14
years of professional experience

Work History

Banking Advisor ( Private Wealth & Advisory UHNW)

First National Bank
Rustenburg
04.2025 - Current
  • Provide bespoke financial advisory to high-net-worth clients under Private Wealth.
  • Perform an in-depth risk assessment and trend analysis to support tailored investment decisions.
  • Facilitate the execution of complex transactions by coordinating with internal stakeholders and ensuring documentation is complete.
  • Present and cross-sell banking solutions, leveraging insights into clients' wealth portfolios.
  • Maintain client service excellence in a fast-paced, compliance-driven environment.

Banking Advisor(Private Clients & Advisory)

First National Bank
09.2023 - 03.2025
  • Formalized risk assessment models and developed standards for trend analysis for corporate use.
  • Helped clients make optimal decisions on amounts and timing of capitalization.
  • Helped customers prepare documents required to complete transactions and process requests.
  • Presented products and services to customers using in-depth knowledge to answer questions.

Private Service Advisor

First National Bank
03.2021 - 08.2023
  • Develop and manage key stakeholders relationship that allows overall achievement of operational goals.
  • Suggested add-on services that would be helpful to customers and improve bottom line.
  • Identify opportunities to expand customer base with creditworthy and potentially profitable customers.
  • Ensure activities support cost containment and reduction.
  • Maintain ability to adapt to ever business changes and customer needs.
  • Maintained high customer satisfaction standards to meet or exceed targets.
  • Monitored and maintained organized work space, confirming efficient operations.
  • Responded to all customer inquiries thoroughly and professionally.

Multi-skilled Consultant/Universal Banker

First National Bank
01.2020 - 02.2021
  • Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
  • Optimized customer experience .
  • Complying with procedures and processes contained in the relevant guidelines and understand the risk associated with decisions.
  • Maintain ability to adapt to ever business changes and customer needs.
  • Automated system e-commerce features to improve client sales.
  • Developed and updated tracking spreadsheets for process monitoring and reporting.
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.

Educator

Department Of Education
04.2016 - 12.2017
  • Developed and implemented useful behavior management strategies to instill discipline and compliance with conduct code.
  • Utilized innovative teaching strategies to effectively engage students in learning.
  • Assessed student performance and provided feedback to facilitate student success.
  • Modified lessons and curriculum to accommodate diverse learners by using strategies such as peer-assisted learning and group work.
  • Worked with staff members and teachers to design comprehensive and individualized plans to optimize student education.
  • Helped students explore concepts with engaging, learning-focused activities.

Sales and Service Consultant

First National Bank
02.2012 - 12.2016
  • Skilled at working independently and collaboratively in a team environment.
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Responded to telephone and in-person requests for information.
  • Discussed options with clients and determined appropriate plans.
  • Assisted with day-to-day operations, working efficiently and productively.

Creditors and Indigents Department (Learnership)

Delloite
02.2011 - 12.2011
  • Managed account data and verified information with clients, past creditors and other involved parties.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Provided general administrative support including scheduling meetings, making travel arrangements and managing documentation.

Education

Honours Degree (Incomplete) - Management Accounting

UNISA

Bachelor's Degree - Financial Accounting

North-West University

Grade 12 - Matric Certificate

Gaopotlake High School

Skills

  • Problem solving
  • Customer service
  • Investment banking services
  • Credit assessment
  • Critical thinking
  • Banking
  • Wealth management
  • MS Office expertise
  • Sales proficiency
  • Planning and coordination
  • Interpersonal communication
  • Financial analysis
  • Risk assessment
  • Investment strategies
  • Regulatory compliance

Accomplishments

  • Regulatory Examination 5 (Representative)
  • Regulatory Examination 1 (Key Individual in all Categories of FSP)

Personal Information

Title: Banking Professional

Additional Information

Contactable References Available Upon Request.

Timeline

Banking Advisor ( Private Wealth & Advisory UHNW)

First National Bank
04.2025 - Current

Banking Advisor(Private Clients & Advisory)

First National Bank
09.2023 - 03.2025

Private Service Advisor

First National Bank
03.2021 - 08.2023

Multi-skilled Consultant/Universal Banker

First National Bank
01.2020 - 02.2021

Educator

Department Of Education
04.2016 - 12.2017

Sales and Service Consultant

First National Bank
02.2012 - 12.2016

Creditors and Indigents Department (Learnership)

Delloite
02.2011 - 12.2011

Honours Degree (Incomplete) - Management Accounting

UNISA

Bachelor's Degree - Financial Accounting

North-West University

Grade 12 - Matric Certificate

Gaopotlake High School

Similar Profiles

CREATE PROFILE
Tshegofatso Sonia Makgetla