Tshireletso Segomelo
Business Banker
Summary
Experienced Business/Commercial Banker and proven leader at building and maintaining good customer relationships to achieve sales and service goals. I have more than 10years work experience within the finance sector. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills.
Overview
2025
2025
years of professional experience
2036
2036
years of post-secondary education
4
4
Certifications
Work History
Business Banker
First National Bank
1 2021 - Current
- Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
- Maximized revenue generation through careful assessment of loan applications and diligent follow-up on delinquent accounts.
- Build and maintain strong relationships with internal and external stakeholders.
- Achieve net profit growth for business. proactive, innovative and appropriate solutions.
- Analysis of financial statements.
- Business acquisitions; opening of new business accounts.
Service Consultant
First National Bank
04.2019 - 12.2020
- Served as a key point of contact for clients, providing expert guidance on products and services while maintaining excellent communication throughout all stages of the process.
- Delivered prompt service to prioritize customer needs.
- Provide guidance to client on utilizing digital banking platforms.
- E-wallet/cellphone banking champ.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Project Administrator
IQ Business
09.2017 - 11.2017
- Perform Quality Assurance reviews and approve due diligence reviews completed by the staff. Perform AML/KYC due diligence client reviews on complex clients or transactions, including cross-border.
- Interact with process partners to drive and facilitate the AML/KYC review process.
- Coordinate with Front Office, Credit, Compliance, AML Compliance and global Client On-boarding.
- Supported senior management in strategic planning activities related to future projects or initiatives within the organization.
- Assisted in the preparation of final project reports and presentations through thorough analysis of quantitative data and qualitative feedback.
- Developed and maintained positive relationships with clients and other stakeholders.
Stock broking Administrator
Ashburton
09.2016 - 06.2017
- Managing all admin for client liaison officer's, relationship managers and trade dealers.
- Ensuring FICA/KYC compliance, uploading of mandates and FICA required documents.
- Provide accurate feedback and updates to client. Continuously engaging clients regarding the
remediation and required information - Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Provided exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.
- Served as a liaison between departments, fostering open communication channels that improved overall organizational function.
Service Consultant
Capitec Bank
07.2014 - 09.2016
- Provided exceptional support to customers, resulting in a significant decrease in complaint rates.
- Consistently met or exceeded monthly sales goals by identifying upselling opportunities during client interactions.
- Developed strong relationships with clients, leading to increased loyalty and repeat business.
- Served as a key point of contact for clients, providing expert guidance on products and services while maintaining excellent communication throughout all stages of the process.
- Account acquisitions, opening up new accounts.
- Credit analysis, issuing of loans.
- Transactional inquiries.
- Teller duties.
- Administrative functions, manual filling.
Education
Bachelors Degree (NQF7) - Political Science/Studies
University of Johannesburg
04.2001 - 01.2016
Postgraduate Diploma (NQF8) - Compliance Management
University of Johannesburg
07-2024
Skills
Know Your Customer
Product and Service Sales
Relationship Building/Management
Customer Needs Assessment
Financial Analysis
Client acquisition
Credit Scoring
Cross-Selling Products
Portfolio Management
Commercial Lending
Credit assessment
Excellent Communication
Client Relations
Legal, Risk & Compliance
Corporate Finance
Accomplishments
- 2021, Post grad Cert in Money Laundering
- 2022, Post Grad Certificate in Corporate Governance
- 2015, BA Degree
Contactnumber
0738374619
References
- Dumisani Nkobi, FNB, Team Leader, 0834292781
- Mustapha Muhammed, FNB, Team Leader, +766926637
- Tumiso Thoka, Ashburton,CLO, +27726073295
- Wayne Human, IQ Project Manager, +27833837799
Skills
2-3, Advanced, 2-3, Advanced, 2-3, Advanced, 2-3, Intermediate, 2-3, Intermediate, 2-3, Intermediate, 0-1, Intermediate, 0-1, Intermediate
Certification
Postgraduate Certificate- Anti Money Laundering
Timeline
Service Consultant
First National Bank
04.2019 - 12.2020
Project Administrator
IQ Business
09.2017 - 11.2017
Stock broking Administrator
Ashburton
09.2016 - 06.2017
Service Consultant
Capitec Bank
07.2014 - 09.2016
Bachelors Degree (NQF7) - Political Science/Studies
University of Johannesburg
04.2001 - 01.2016
Business Banker
First National Bank
1 2021 - Current
Postgraduate Diploma (NQF8) - Compliance Management
University of Johannesburg
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