Tshepho Sakong
Johannesburg
Summary
Professional banking expert with strong analytical skills and deep understanding of financial services, risk management, and customer relations. Adept at team collaboration and consistently achieving high-impact results. Reliable and adaptable to changing needs, with expertise in financial analysis, loan processing, and regulatory compliance. Recognized for strong communication abilities and problem-solving skills.
Overview
2026
2026
years of professional experience
Work History
Support Banker
First National Bank
11.2024 - Current
- Managed daily banking operations, ensuring compliance with regulatory standards and internal policies.
- Provide exceptional customer service by addressing client inquiries and resolving issues efficiently.
- Analyzed client financial data to recommend tailored banking solutions that meet individual needs.
- Collaborated with cross-functional teams to implement new banking technologies and services effectively.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Educated customers on features and benefits of banking products and services.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Opened, closed, and updated accounts for customers.
Executive Financial Planner
Standard bank
05.2023 - 10.2024
- Established long-term client relationships through consistent delivery of high-quality products and services.
- Educated clients on financial products, enhancing understanding of investment strategies and risk management.
- Conducted regular reviews of client accounts, ensuring compliance and timely adjustments based on market conditions.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
- Increased client satisfaction by providing personalized financial planning services and investment recommendations.
- Built strong relationships with clients through consistent communication and proactive portfolio updates.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
Premier Banker
First national bank
11.2017 - 06.2022
- Provided exceptional customer service by addressing client inquiries and resolving issues efficiently.
- Collaborated with team members to consistently meet or exceed team sales targets and objectives.
Personal financial advisor
Old mutual PFA
04.2017 - 11.2017
- Helped clients make informed decisions about financial future.
- Advised clients on investments, retirement and estate planning.
- Established long-term client relationships through consistent delivery of high-quality products and services.
- Educated clients on financial products, enhancing understanding of investment and risk management.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
- Increased client satisfaction by providing personalized financial planning services and investment recommendations.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Training Facilitator
Impact Generation
2011 - 2016
- Developed engaging instructional materials to support diverse learning styles and needs
- Coordinated logistics for training events, ensuring resources were available and properly utilized
- Assessed trainee performance through evaluations and provided constructive feedback for improvement
- Collaborated with management to identify training needs and align programs with organizational goals
- Conducted follow-up assessments to measure training effectiveness and recommend program enhancements
- Documented class attendance and participation and provided feedback to management.
- Administered assessments before, during and after courses.
- Implemented a mentorship program, pairing experienced staff members with new hires for personalized guidance and support.
Real Estate Agent
Remex One
2008 - 2010
- Conducted market analysis to identify property values and trends.
- Facilitated property showings, providing clients with detailed information and answering inquiries.
- Negotiated contracts and agreements, ensuring favorable terms for clients.
- Developed marketing strategies utilizing social media and real estate platforms to attract potential buyers.
- Cultivated relationships with clients, resulting in repeat business and referrals through exceptional service.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Advertised client properties through websites, social media, and real estate guides.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
- Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
- Presented purchase offers to sellers for consideration.
- Successfully managed multiple offers for sellers, securing the best possible outcome in each situation.
- Marketed and sold property for clients by hosting open houses and advertising online and in print.
Financial Advisor
Old Mutual Group Scheme
2006 - 2008
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Provincial Programme Manager
PPASA Love Life
04.2001 - 11.2006
- Developed and implemented strategic initiatives to improve reproductive health education and awareness campaigns.
- Led team to enhance community outreach programs, increasing engagement with target demographics.
- Analyzed program performance data to identify areas for enhancement, driving efficiency in operations.
- Oversaw budgeting and resource allocation to ensure effective utilization of funding for programs.
- Established partnerships with local organizations to expand service offerings and reach underserved populations.
- Managed and motivated employees to be productive and engaged in work.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
- Facilitated team brainstorming sessions that led to innovative solutions for long-standing operational challenges.
- Led cross-functional teams to achieve project goals, fostering collaboration and innovation.
- Managed budget allocations to prioritize spending on high-impact projects, optimizing resource utilization.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
Education
No Degree - Understanding NCA { F&I And Loan Consultants}
Moonstone Business School of Excellence
Johannesburg, South Africa08-2024
No Degree - Class of Business Long Term Insurance Programme
SBSA Development Academy Centre
Johannesburg, South Africa01-2023
No Degree - Class of Business Investment
Moonstone Business School of Excellence
Johannesburg06-2023
No Degree - Regulatory Examination
Financial Planning Institute
Johannesburg01-2013
No Degree - Wealth Management NQF Level 5
Damelin School of Business And Insurance
Johannesburg, South Africa08-2017
No Degree - Matric Certificate
Thulare Secondary School
Johannesburg, South Africa12-2000
Skills
- Leadership
- Effective communication
- Decision making
- Problem solving
- Time management
- Ability to work well under pressure
- Self-motivated
- Adaptability
- Listening skill
- Customer service
- Cross-selling expertise
- Consumer banking
- Customer Service-oriented
- Creative thinking
Timeline
Support Banker
First National Bank
11.2024 - Current
Executive Financial Planner
Standard bank
05.2023 - 10.2024
Premier Banker
First national bank
11.2017 - 06.2022
Personal financial advisor
Old mutual PFA
04.2017 - 11.2017
Provincial Programme Manager
PPASA Love Life
04.2001 - 11.2006
Training Facilitator
Impact Generation
2011 - 2016
Real Estate Agent
Remex One
2008 - 2010
Financial Advisor
Old Mutual Group Scheme
2006 - 2008
No Degree - Understanding NCA { F&I And Loan Consultants}
Moonstone Business School of Excellence
No Degree - Class of Business Long Term Insurance Programme
SBSA Development Academy Centre
No Degree - Class of Business Investment
Moonstone Business School of Excellence
No Degree - Regulatory Examination
Financial Planning Institute
No Degree - Wealth Management NQF Level 5
Damelin School of Business And Insurance
No Degree - Matric Certificate
Thulare Secondary School
References
Ms Shannon Sheridan
Mobile Number 072 583 0153
Company First National Bank
Position: Team leader
Ms Motshabi Mokgele
Mobile Number 0848288886
Company Old Mutual Group Scheme
Position Branch Manager
Mr Sibusiso Mcadi
Mobile Number 0828569078
Company PPASA Love life
Position National Franchise Manager
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